This week, Steve and Will dive into a hot topic that’s taking over the industry: AI. After returning from a conference packed with “AI-powered” everything, they break down how advisors can think critically about adopting new tech tools.

💡 In this episode:

🤖 How to decide when AI actually solves a real problem

🚫 Why “everyone’s using it” isn’t a good reason to adopt new tech

📝 The pros and cons of AI note-taking tools vs. templated systems

⚙️ Why sometimes a well-built workflow beats the “next big AI”

🔮 Real talk on where AI is today (and where it’s headed)

If you’ve ever felt overwhelmed by all the new tools promising to save you time, this one’s for you.

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