The Efficient Advisor: Tactical Business Advice for Financial Planners 308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
23 snips
Sep 23, 2025 In this insightful discussion, Gabe Caldwell, co-founder of Quin, shares his expertise in developing AI assistants tailored for financial advisors. He highlights how Quin can revolutionize the way advisors handle tasks, saving them 15-20 hours a week. From automating CRM updates to managing inboxes, Gabe explains Quin's capabilities and its unique features compared to generic AI tools. He also discusses real-world applications and future integrations, demonstrating how advisors can reclaim their time for more meaningful client interactions.
AI Snips
Chapters
Books
Transcript
Episode notes
Automate Core Admin By Connecting Tools
- Connect AI to your CRM, email, and calendar to automate advisor admin tasks.
- Train the assistant with simple natural-language rules to follow your exact workflows.
Agents Work Inside Your Systems
- AI agents differ from ChatGPT because they act on your specific systems and data.
- That access enables CRM updates, draft emails, and context-aware research automatically.
Keep Humans In The Loop For Communication
- Ask the assistant to draft follow-ups and store them in your drafts for review instead of sending automatically.
- Use the review step to keep humans in the loop and prevent erroneous communications.
