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1. Advisors and AI: Why Notetaking Isn’t the Endgame
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Every advisor has heard the buzz about AI notetakers. Game-changing at first, but quickly on their way to being just another commodity. The real question for advisors isn’t “who’s taking my notes?” It’s “how do I turn every client interaction into context that compounds over time?”
In this episode, Mike Shannon (CEO) and Danny Shannon (CTO) break down:
- Why the AI notetaker is today’s “light bulb” moment, but not the endgame
- How advisors should think about transcripts as raw inputs, not finished products
- What it takes to transform meeting notes into an operating system that actually scales trust and efficiency
If you’re an RIA leader, a financial advisor building for the future, or simply curious about how AI will reshape advisory workflows, this episode is for you.
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