You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'll never move from occasional timesaving to systematic transformation. Join host Jason L Smith as he continues his conversation with Tom Lambotte, CEO of AI Simplifier™, to discover why dabbling costs you and how structured habits can multiply your results. Hear how the advisors integrating AI correctly are already reducing client meeting prep from 60 minutes to 90 seconds and eliminating late-night follow-up emails entirely.

Resources:

• Previous episode referenced: How Financial Advisors Can Win Back Time Using AI Part 1
• Program referenced: AI Simplifier™
• Voice diction software referenced: TalkTastic, Whispr Flow, Superwhisper

You've watched the AI demos, signed up for the newsletters, and told yourself you're staying on top of this technology. But staying in learning mode has a cost that compounds every week. The firms that moved past the flashy presentations and figured out how to integrate AI into their actual workflow are already reclaiming hours you're still spending in the weeds. Join host Jason L Smith, as he sits down with Tom Lambotte, Founder of AI Simplifier™, to explore the critical distinction between using AI tools and learning to use AI correctly, and why that difference will separate thriving practices from struggling ones over the next 12 to 36 months.

Resources:

• Programs referenced: Strategic Coach, Abundance 360, Front Row Dads

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas, Compliance Analyst, to explore how advisory firms can adopt AI without creating unnecessary risk. Learn how to identify high-value use cases in your practice, establish governance frameworks that work, and train AI to become a productive team member. From review processes to data exposure pitfalls, this episode provides the practical roadmap advisors need to implement AI with confidence.

Resources:

• AI Platforms Referenced: ChatGPT, Gemini, Perplexity, Microsoft Copilot
• Software referenced: Zoom AI Companion, Zocks