Financial Advisor Success Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh
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Feb 17, 2026 Christopher Haigh, CEO of Iconoclastic Capital and early AI adopter in advisory workflows. He discusses using AI not just for efficiency but to create customized client deliverables, dynamic proposals, automated note-taking, and integrated planning tools. Short, practical takes on AI integrations, compliance safeguards, and building branded, interactive presentations that make a firm’s value tangible.
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Automate Meeting Notes And Tasks
- Use AI meeting transcribers to stay present and auto-generate standardized case notes immediately after meetings.
- Push summaries into your CRM and assign tasks so follow-ups never get lost.
Integration Multiplies AI Value
- Choose AI tools that integrate with your stack to remove manual connectors and reduce friction.
- Integration with your custodian and CRM multiplies the practical value of AI features.
Delegate Calculations, Review Assumptions
- Use AI for math-heavy or repetitive planning tasks like RMD calculations and Roth conversions.
- Keep humans in the loop for assumptions and plan reviews to avoid hidden errors.
