How to get advice to clients sooner, now that AI writes the SoA
I met the owner of an advice firm with 600 clients. Their SoAs were taking six weeks. They’d just started using an AI tool that writes advice in minutes, hoping it would fix the wait. It’ll help with the writing. But most of those six weeks are spent waiting on data from clients and providers. This worksheet shows where your weeks go.
Get the worksheet, it's freeWhat lands in your inbox.
- A clock for your last five clients that shows the days spent waiting on clients and providers
- What AI advice tools do, what they need from you, and 7 questions to ask before you buy
- A scorecard out of 30 that shows where your gaps are
Get the worksheet before you buy an AI tool
Who this is for
Yes This is for you if…
- Your SoAs take weeks, and you’re not sure where the weeks go.
- You’re looking at an AI tool to write your advice.
- Your advisers each collect client data their own way.
No Skip it if…
- You want a review of AI tools. This names a few, but it doesn’t test or rank them.
- You’re after compliance or privacy advice. This is business guidance, and I’d run any change to your advice process past your licensee.
Why this works
I’ve worked as a financial adviser, and I ran operations at Pivot Wealth. I wrote this after recent chats with advice firm owners about why their advice takes so long.
FAQ
Is it free?
Yes. Fill in the form and it lands in your inbox.
Does it recommend an AI tool?
No. It explains what the tools do, what they need from you, and 7 questions to ask before you buy. Which one fits is your call.
Do I need an AI tool to use it?
No. The clock and the scorecard work with or without one.
Will an AI tool fix our wait?
It’ll speed up the writing. The clock shows how much of your wait is the writing, and how much is waiting on clients and providers.
Is this compliance advice?
No, it’s business guidance, so run any change to your advice process past your licensee.