This Survey Is Now Closed

Thank you to everyone who participated!

We will share the survey results and key insights in the AI & Advisors Trends Report, which will be released in conjunction with our Feb. 26th applied AI webinar for advisors:

AI & Advisors: The Future of Travel Planning Webinar

An advisor-focused session on how AI is improving planning workflows, efficiency, and client communications so advisors can work smarter, not harder.

Interested in joining the webinar? Click here now to register and save your spot.

The AI & Advisors Trends Report will also be available on recommend.com by 3/17/26

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