TruGrowth Consulting
AI for Advisors: A Practice Management Perspective
Presentation
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Presentation Summary & Key Takeaways
Presentation Summary
This presentation is designed to give you a practical, no-hype framework for using AI in your advisory practice. This isn't about abstract future-gazing; it's about real-world practice management that you can implement to scale your efficiency, deepen your client relationships, and grow your firm profitably.
We'll cut through the noise by distinguishing the "Engines" (the raw, powerful models like Gemini 2.5 Pro) from the "Cars" (the daily-driver apps like ChatGPT-5). More importantly, I'll give you three specific, actionable workflows you can set up this week to automate meeting follow-ups, synthesize hours of research into minutes, and build an AI "agent" that learns and writes in your unique firm voice. The goal is to help you find that perfect balance between the Fear of compliance and the Fan of game-changing growth.
Key Takeaways
- ✓Engines vs. Cars: Understand the difference between raw LLMs ("Engines" like GPT-5s, Gemini 2.5 Pro) and the applications built on them ("Cars" like ChatGPT-5, Copilot).
- ✓The Golden Rule: Never use free, public AI tools for confidential client data. If you aren't paying, you are the product.
- ✓Use Best-in-Class Tools: Avoid "do-it-all" overlays ("The Ugly") and relying only on BD-provided tools ("The Trap"). Focus on specialized, "Good" tools that excel at one task.
- ✓Workflow 1 (Note-Taking): Automate your post-meeting workflow by connecting an AI note-taker (like Jump AI, Zocks, or Crisp) to your CRM using Zapier AI.
- ✓Workflow 2 (Research): Use private synthesis tools like NotebookLM (Gemini 2.5) to turn hours of research (PDFs, market outlooks) into minutes of actionable insights.
- ✓Workflow 3 (Firm Voice): Build a Custom "Agent" (using GPT-5s) trained on your firm's branding, newsletters, and client profiles to draft on-brand communications instantly.
- ✓Scale = Fear + Fan: To scale your practice safely and profitably, you must balance the "Fear" of compliance with the "Fandom" of AI-driven growth.
Comprehensive AI Tools Reference
This reference includes all tools mentioned in the presentation.
LLMs (Engines)
- GPT-5s (OpenAI)
- Gemini 2.5 Pro (Google)
- Claude 4.0 Opus (Anthropic)
Chatbots (Cars)
- ChatGPT-5
- Microsoft Copilot (GPT-5s)
- Google Gemini 2.5 App
Workflow & Speciality Tools
- Jump AI (Note-Taker)
- Zocks (Note-Taker)
- Crisp (Note-Taker)
- Zapier AI (Automation)
- NotebookLM (Gemini 2.5)
- OpenAI "Agents" (Custom GPT-5s)