TRAP: The Real Adviser Podcast 78 - Summer Reset: Drift or Design?
Aug 28, 2025
The podcast dives into the balance between drifting and designing your summer reset, mixing humor with insightful investment strategies. It explores the transformative role of AI in financial advisory and maximizing Microsoft tools for productivity. The hosts discuss the intricacies of business exits and the essential data needed for success. Community engagement and personal reflections on work-life balance are highlighted, with intriguing discussions on Bitcoin investment and vacation adventures adding a relatable touch.
AI Snips
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Transcript
Episode notes
Best-Of-Breed Will Stay Dominant
- Expect a hybrid tech landscape: no single vendor will do platforms, CRM and AI perfectly.
- Best-of-breed integrations via APIs will dominate rather than monolithic all-in-one systems.
Centralise Data Before Adding AI
- Prepare for AI by centralising high-quality client data in your CRM as the "single source of truth."
- Use integrated tools (AI note-takers, planning, timeline) to save time and improve meeting prep and service.
Improve CRM Hygiene For Better AI
- Fill missing CRM fields and store every client interaction to improve AI outputs and meeting prep.
- Use AI meeting summaries to quickly recall past agreements, lifestyle notes, and dates before client meetings.
