341: A Simple Trick to Keep AI From Killing Your Client Experience

The Efficient Advisor: Tactical Business Advice for Financial Planners · Jan 23, 2026 · 14m

In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a real-world example of how AI-driven efficiency can unintentionally erode trust and what that means for client experience and your brand.

Libby walks through simple, actionable ways to use AI thoughtfully, like setting expectations, timing your follow-ups, and adding small personal touches so clients still feel seen, known, and heard 💬✨. The takeaway is clear: AI should support better client experiences, not replace the human connection that makes…