Writing
AI for practices, in plain language
No hype and no jargon — the questions practice owners actually ask, answered the way I'd answer them on a call.
August 22, 2026 · 6 min
The meeting ends. The paperwork should already be drafted.
Advisors spend evenings turning client meetings into notes, follow-up emails, and CRM entries. What the automated version looks like, the consent and supervision rules that come first, and where the human stays in the loop.
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August 5, 2026 · 6 min
Can financial advisors use ChatGPT with client data?
The honest answer is 'it depends on the account you're using and what you paste in' — and most practices are on the wrong side of both. Here's the line, in plain language.
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August 5, 2026 · 7 min
The AI policy every small practice needs (and the one rule that matters most)
Your staff are already using AI. A policy isn't about permission — it's about drawing the line before someone finds it by crossing it. What a usable policy contains, and what to leave out.
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August 5, 2026 · 5 min
What client onboarding automation actually replaces
Forty minutes of retyping the same five details into four places, for every new client. What the manual process really costs, what the automated version looks like, and where a human stays in the loop.
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