Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh

About this episode

This episode discusses how financial advisors can leverage AI tools to enhance client experiences and streamline workflows.

While Artificial intelligence (AI) tools offer financial advisors the prospect of greater operational efficiency, the real opportunity goes beyond saving time. This episode explores practical ways advisors can use AI not only to streamline workflows, but also to elevate the client experience with clearer insights, stronger storytelling, and deliverables that make a firm's value instantly tangible to prospects and clients. Christopher Haigh is the CEO of Iconoclastic Capital, an RIA based in Rochester, New York, that oversees approximately $60 million in assets under management for 120 client households. Listen in as Christopher shares how he's adopted AI tools across his tech stack, including how he leverages AI inside planning, investment analysis, and tax software, as well as how he uses generalist AI tools to create and refine dynamic presentations that better communicate his firm's brand and value proposition. For show notes (including examples of the deliverables Christopher uses with prospects and clients) and more visit: https://www.kitces.com/477

People in this episode

Host: Michael Kitces

Guest: Christopher Haigh

Topics covered

• AI tools
• financial advising
• client experience
• operational efficiency
• investment analysis
• tax software
• dynamic presentations

Keywords

• AI tools
• financial advisors
• client experience
• investment analysis
• tax software
• dynamic presentations
• operational efficiency

Mentioned in this episode

Organizations: Iconoclastic Capital

Places: Rochester, New York

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