Episode publish date
January 23, 2026 11:00 AM (UTC)
Last edit date
Jan 26, 2026 5:46 PM
Last snip date
January 26, 2026 5:43 PM (UTC)
Last sync date
January 26, 2026 5:44 PM (UTC)
Show
The Efficient Advisor: Tactical Business Advice for Financial Planners
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Snips
7
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Your snips
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[04:21] AI Is Powerful But Needs Thoughtful Use
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[04:56] Too-Fast AI Follow-Up Felt Fake
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[06:19] Delay AI Follow-Ups To Preserve Authenticity
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[07:21] Remind Clients Every Meeting
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[07:18] Set Expectations About AI Recaps
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[10:06] Efficiency Without Experience Hurts Trust
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