Discover how to effectively and compliantly incorporate AI into your financial advisory practice. Join Host Kalem Mackey as he sits down with Dustin Anaas, Compliance Analyst at C2P, to explore the transformative potential of AI-powered content creation for financial advisors.
Listen as Dustin shares his expertise on leveraging AI tools like ChatGPT while navigating compliance considerations, offering practical insights on how advisors can enhance efficiency without compromising regulatory standards or losing their authentic voice.
Key Topics Discussed:
Whether you’re new to AI tools or looking to optimize your current implementation, this episode provides valuable guidance on balancing innovation with compliance in the rapidly evolving landscape of financial technology.
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About the Host:
Kalem Mackey, CFP®, BPC is an accomplished financial services executive with over 20 years of industry experience. As Executive Vice President and Partner at C2P, as well as founder of Superior Financial Planning, he is dedicated to helping American families achieve their financial aspirations. Mackey’s expertise spans sales management, insurance wholesaling, and financial advising. He is a strategic leader and a sought-after industry speaker, sharing his knowledge in retirement income planning and tax management. Prior to C2P, Mackey earned his bachelor’s degree from UC San Diego and founded his own financial planning firm.
Mackey’s career is marked by a strong commitment to client success. He works closely with advisors and insurance distribution partners to deliver exceptional experiences and tailored insurance solutions. As a Bucket Plan® Best Interest Process Trainer, he provides coaching and support to help advisors offer comprehensive financial planning strategies.
About the Guest:
Dustin Anaas is an accomplished and versatile professional with a diverse background in video, podcasting, and new media. Dustin currently serves as a Compliance Analyst at C2P Enterprises, a position that reflects his commitment to achieving results and his expertise in compliance communication. His career has been marked by various roles, including Office Manager at Kern Landscape Resources, Marketing Manager at AutoVitals, and General Manager at BlueDrone, where he managed order fulfillment operations, reduced costs, and enhanced brand awareness. Notably, as Director of Video Production, Dustin founded and led the company’s video department, producing a wide range of content and managing YouTube channels that generated over 50 million organic views and 100,00 for unique subscribers. With a Bachelor of Arts in Communication Arts from the University of Wisconsin-Madison, Dustin Anaas is a dynamic professional with a passion for delivering results and fostering positive relationships in the workplace.