398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)

If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do inside of an advisory practice has changed dramatically—and I think most of us are still thinking way too small. AI for financial advisors has moved far beyond note-taking, meeting summaries, and drafting follow-up emails. In this episode, I’m joined by Gabe to explore the next evolution: agentic AI and what it looks like when AI stops being another piece of software you have to manage and starts operating more like a digital team member working behind the scenes. We dig into how Quinn has evolved, the difference between traditional AI tools and agentic AI, and the practical ways advisors are using automation to give themselves and their teams back significant time each week. - The difference between AI tools and agentic AI - What advisors can automate right now - How AI can help you “scale thoughtfulness” with clients - Where to start before automating your processes The goal isn’t necessarily to replace your team with AI. It’s to stop spending valuable human time hunting down information, entering data, filling out forms, and handling repetitive administrative work so you and your team can focus on the work that actually requires a human. If you’ve been thinking about AI primarily as a note-taker or writing assistant, this conversation will give you a much bigger picture of what’s already possible—and what could be coming next for your advisory practice. Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE!  Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.