Christopher Haigh
CEO of Iconoclastic Capital, a fee-only RIA; early adopter of AI tools in advisory workflows and creator of AI-enhanced client deliverables and processes.
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Feb 17, 2026 • 1h 30min
Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh
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.
