Retirement Tax Services Podcast Is AI all it's cracked up to be? with Derrick Kinney
Jan 26, 2026
Derrick Kinney, former advisor turned coach who helps advisors craft conversations to attract high-net-worth clients. They explore how AI can free time but not replace hard human work. Conversation focuses on using saved hours to deepen client connections, specializing to command higher fees, and practical exercises for sharper messaging and scripts.
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Episode notes
AI Reveals, It Doesn't Replace Hard Work
- AI won't replace the hard work; it only highlights where humans must improve.
- Value and differentiation come from doing the difficult work others avoid.
Use AI Time Savings For Human Work
- Use time saved by AI to deepen human relationships, not to idle.
- Plan specific growth actions for the extra five to ten hours weekly.
High Tech Needs High Touch
- In high-tech contexts, the highest ROI often comes from high-touch interactions.
- AI should enhance your human presence, not replace personalized connection.