406: Shadow AI: What Financial Advisors Don’t Know Their Tools Are Doing

AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access, where your data is going, and whether what’s actually happening inside your business matches what your compliance documents say. In this episode, I’m joined by Hugh from T2M Works to unpack the concept of “shadow AI,” the hidden risks that can come with rapidly adopting new technology, and how advisors can build an AI-ready foundation witho...