The Efficient Advisor: Tactical Business Advice for Financial Planners 341: A Simple Trick to Keep AI From Killing Your Client Experience
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Jan 23, 2026 Libby Greiwe dives into the crucial interplay between AI efficiency and authentic client interaction. She highlights how rapid AI responses can harm trust, sharing strategies to mitigate this risk. By suggesting delays on AI follow-ups and providing clear communication about AI involvement, Libby ensures clients feel valued. Personalizing AI outputs with custom introductions enhances connection. Ultimately, the discussion centers on harnessing technology to elevate, rather than replace, the human touch in financial advising.
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AI Is Powerful But Needs Thoughtful Use
- Libby endorses adopting AI to reclaim hours each week and automate repetitive tasks.
- She views AI as a tool that can closely mimic voice but warns to use it thoughtfully.
Too-Fast AI Follow-Up Felt Fake
- Libby describes receiving an obviously AI-written thank-you email sent 30–60 seconds after a Zoom call.
- The speed made the message feel inauthentic and diminished its emotional value.
Delay AI Follow-Ups To Preserve Authenticity
- Delay AI-generated follow-ups by at least 30–60 minutes so they feel written by you.
- This small timing change preserves perceived authenticity while keeping efficiency gains.