Why I Created AI Secretary: The Problem Advisors Didn’t Know They Could Solve

Spencer Gauta

Published on: 24/04/2025

As a financial advisor, I realized the job was getting buried under paperwork. So, I built a solution. Learn why I created AI Secretary to give advisors their time back and how it's transforming practices by automating tedious tasks. Read the journey & join the Beta!

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AI Secretary Beta Test Update: Phase II Begins!

Spencer Gauta

Published on: 14/03/2025

Discover how AI Secretary is evolving in Phase II with enhanced note-taking accuracy and seamless integration into advisor workflows via RedTail and Orion. Learn about the successful outcomes from Beta Phase I and the innovative features set to transform financial advising.

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