About this episode

The episode discusses the importance of intentionality in using AI tools within firms and maintaining client relationships as businesses scale.

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FutureProof Advisor, Shannon joins me again to work through another round of listener questions, and the themes that emerge are consistent across firm sizes and stages. How do you preserve deep client relationships as you scale? How do you cut through the noise and identify AI tools that actually matter? And do AI committees work — or do they just create the appearance of progress without the accountability to drive it? The answers, as it turns out, are less about technology and more about leadership. I share findings from my recent AI and wealth study that reinforce what many advisors sense but rarely say out loud: clients aren't asking for less human connection — they're asking for more of it. AI only delivers on that promise when firms are intentional about what they do with the time and capacity it creates. That means designing the ideal process first, then finding tools that support it — not the other way around. The conversation on AI committees versus AI champions gets at something…

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