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62. AI and Client Connection with Gabe Caldwell
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What if AI helped advisors become more human, not less?
In this episode of Planning & Beyond®, Ashley talks with Gabe Caldwell, co-founder of Quin, about how technology can help financial advisors get time, energy, and attention back.
Gabe explains that the best use of AI is not simply writing LinkedIn posts or brainstorming ideas. For advisors, the bigger opportunity is using AI to handle the routine work that often eats up the week: meeting prep, notes, follow-up emails, CRM updates, scheduling, and client communication.
Ashley and Gabe discuss the…
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