In our June episode of Coffee Talks, Advocis welcomed Rod Burylo, Kelly Gustafson, and Joseph ven der Buhs for a session that explored the practical realities of AI adoption within Canadian advisory practices, moving the conversation beyond abstract concerns and into actionable strategies.

Attendees walked away with practical tools and guidance, including three key questions to ask before implementing any AI tool, a client consent script that can be adapted for practice use, and a framework outlining what should be addressed before AI becomes part of your workflows.