From Admin Overload to Automation: AI in Action

As Duncan works with solo advisors who are transitioning from growth to scale, he sees one challenge surface more than any other: capacity. In this clip, Kevin and Duncan explore how AI is tackling that challenge head-on, with tools that can remove up to 90% of the administrative burden during client meetings 

Kevin shares his perspective on the evolving tech landscape, highlighting how AI-powered note takers and integrations can save hours every day. From generating instant meeting summaries and CRM-ready tasks to auto-drafting emails  and scanning tax documents , AI is not just helping advisors catch up, it is helping them get ahead.

They also discuss what this could mean for the future of integrated systems, where your planning tool, CRM, and marketing engine all communicate seamlessly through AI.

This clip is from episode 81 of the Always On with Duncan MacPherson financial advisor podcast featuring Kevin Bishopp, Vice President at First Trust. You can stream it on your favorite podcast channel:

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