Advisors Use AI to Save Time and Improve Client Service

On Episode 2 of the Advisor Turntable Podcast, financial advisor Gerald Gugger described using simple AI prompts and an advisor-focused assistant embedded in client workflows to save time and improve client service.

Gugger explained that the tools handle routine tasks such as drafting client materials and internal notes, allowing him to devote more time to client relationships and higher-value advice. He outlined short, repeatable prompts that advisors can adopt immediately.

He also discussed a custom AI assistant connected to his client-management processes that automates repetitive work and generates more focused meeting agendas. The assistant operates within operational workflows rather than as a standalone consumer product.

Gugger described a pragmatic, incremental approach: begin with small prompts, evaluate results, then expand AI use where it proves reliable. He did not promote any product on the episode and presented his methods as operational examples for other advisors.

Host Brendan Ryan, identified on the show as a partner and portfolio manager, framed the episode as part of a short-form series for advisors adopting modern tools, new revenue models and updated workflows.

The episode is available on major podcast platforms. Guests on the series have described tactics for adopting technology in client-facing work while keeping human judgment central to financial advice.

The podcast included a disclosure on risks associated with AI in investment strategies. The disclosure states that AI models can be unpredictable, rely on historical data and be sensitive to market volatility and changing conditions. It recommends ongoing monitoring and adjustments to AI systems, and advises investors to assess risk tolerance and seek professional guidance. The show presented commentary as opinion and not as investment advice or an offer to buy or sell securities.

Advisor Turntable features experts and practitioners who have moved away from older industry practices and adopted contemporary workflows and tools. Episode 2 focused on practical steps advisors can take to introduce AI into client-facing processes while maintaining the advisor’s role in delivering personalized guidance.