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

The Efficient Advisor: Tactical Business Advice for Financial Planners · Aug 25, 2026 · 43m

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…