Anderson Lafontant

Managing director

Anderson Lafontant, a certified financial planner, is a managing director at Blue Zone Wealth Advisors, a multifamily office based in Los Angeles.

Practice and client management

The 4 AI tools I use in my practice — and 3 questions to avoid 'AI ick'

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

By Anderson Lafontant

June 2