How AI is Making Advisors More Efficient and Effective

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This isn’t another doom-and-gloom blog post about how artificial intelligence (AI) will destroy your business.

I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.

Less than six weeks ago, I had to look up “Chat GPT” to see why everyone was talking about it.

I didn’t take long to incorporate AI into my firm’s consulting practice. We now serve clients quicker, better, and at a lower cost than before. We have also augmented the services we provide.

Here are the programs we use and how we use them.


Much of what we are engaged to do (especially for our SEO clients) is to write content. Our work includes white papers, blogs, video scripts, and social media posts.

Grammarly is an indispensable tool.

Grammarly is an AI-powered desktop app that reviews text we write in documents, social media, Slack, and e-mails.