“Should I use Microsoft Copilot? Should I use Perplexity AI to create meeting agendas and checklist?"

Question from a follower: “Should I use Microsoft Copilot? Should I use Perplexity AI to create meeting agendas and checklist?"

There is no clearer way to say this: HECK NO.

Here is the reason:

There is already 0.000000001% perceived difference from one financial advisor to the next.

To heck with scaling and efficiency. It'll ruin your brand. People can tell when it's reeeeeeaaallly you and when you didn't care enough.

Advisors have been running wealth management businesses for decades just fine without AI. Stick to the old-fashioned way of doing things - high personalization, low volume.

Take this action TODAY:

• Somebody has to proofread all the AI output. It's not a slam dunk. Do not add clutter and volume to operations using automated tools. It will just make things worse.
• If you feel like you don't have enough time to treat your clients with the high degree of personalization they deserve, reduce and streamline operations.

?

Yeah?

Yaaaaah.

BOOM - there you go, today's marketing tip for ya!

-Sara G

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Just letting ya know, in case you need me at some point.

-Sara G