AI for Advisors: 3 Immediate Use Cases That Save You Hours

AI isn’t here to replace financial advisors. It’s here to remove the repetitive work that keeps you from doing your best thinking. Here are three practical ways to use AI tools in your firm right now.

The financial services industry is evolving fast. New regulations, new marketing channels, and new expectations mean you’re juggling more than ever. The question isn’t whether AI will change your business, it’s how you’ll choose to leverage it first.

At East Coast Coaching, we’ve seen advisors gain 5–10 extra hours a week just by automating tasks that don’t require their direct expertise.

Here’s how to start small and make it count.

1. Automate Meeting Prep and Follow-Up

AI can summarize client notes, identify next steps, and even draft follow-up emails in your voice.

Tools like Fathom, Fireflies.ai, or Grain can record and transcribe meetings automatically, turning a 45-minute call into a concise recap ready for your CRM.

That means less admin work and fewer missed opportunities to demonstrate consistency and care.

Pro tip: Always review AI-generated notes for accuracy, but stop spending your evenings typing summaries.

2. Streamline Content Creation and Communication

From market updates to prospect emails, AI assistants such as ChatGPT or Jasper can help you produce clear, compliant drafts quickly.

The goal isn’t to outsource your voice, it’s to accelerate the first draft. You still personalize it, but you’re starting at 80% done instead of 0%.

Use prompts like:

• “Summarize this quarterly market outlook in plain English for clients over 50.”

• “Draft a 200-word follow-up email to a prospect who didn’t respond last week.”

AI is a co-writer, not a replacement.

3. Build Efficiency Into Back-Office Operations

AI tools like Zapier, Hubly, or Wealthbox Workflows let you connect systems without needing a developer.

Examples:

• When a new client signs an agreement, automatically create tasks in your CRM.

• When a form is submitted, trigger a templated welcome email.

These automations ensure nothing falls through the cracks and free your team to focus on higher-value work.

Bonus: Use AI as a Thinking Partner

Ask questions like:

“What’s one way to increase client engagement during onboarding?”
“What tasks could I automate this quarter?”

AI won’t give you perfect answers, but it will give you faster clarity.

The advisors who learn to lead with technology, not fear it, will serve more clients, with less stress, and greater precision.

Explore private strategic coaching with East Coast Coaching's own Stacy Arseneault and leverage his insights to kick-start your firm's growth. Visit our website to learn more and book your complimentary discovery call today: https://bit.ly/42GOhNa