Why I Created AI Secretary: The Problem Advisors Didn’t Know They Could Solve
Why I Created AI Secretary: The Problem Advisors Didn’t Know They Could Solve
Being a financial advisor is supposed to be about helping people secure their futures, not spending hours on data entry, note-taking, and administrative work. But as my own practice grew, I saw firsthand how much time and energy was lost to these tasks—time that could have been spent deepening client relationships or growing the business.
I wasn’t alone. Every advisor I spoke to faced the same challenge. The job we signed up for was getting buried under paperwork, and hiring more staff wasn’t always a viable solution. That’s when I realized: AI could do this better, faster, and cheaper.
The Birth of AI Secretary
I created AI Secretary with a simple mission: to give financial advisors their time back. Instead of spending hours after client meetings transcribing notes, updating CRMs, and inputting financial data, what if AI could handle it all? What if advisors could walk out of a meeting and have everything automatically recorded, summarized, and organized—without lifting a finger?
That’s exactly what AI Secretary does. It listens, captures key details, and integrates seamlessly with the software advisors already use. No more late nights catching up on paperwork. No more missed details. Just more time to focus on what really matters—serving clients and growing a practice.
More Than Just a Time-Saver
AI Secretary isn’t just about efficiency; it’s about elevating the role of the financial advisor. By eliminating tedious administrative work, it allows advisors to be more present, strategic, and proactive with their clients.
And let’s be real—technology isn’t the future of financial advising; it’s the present. Clients expect advisors to be tech-savvy, and firms that embrace AI will have a competitive edge.
Looking Ahead
This is just the beginning. AI Secretary is evolving to do even more—like reading documents, handling follow-ups, and even assisting with financial planning. The goal is to create a smarter, more intuitive assistant that makes financial advising seamless and scalable.
If you’re an advisor drowning in paperwork, AI Secretary was built for you. Because your time is too valuable to be spent on anything less than your highest-impact work.
Ready to see how AI Secretary can transform your practice? Join our Beta program today and start experiencing the future of financial advising.
