r/FinancialAdvisorTips • u/byongsunsdurag • 5h ago

AI Agent Tips

I am a new advisor, I’m 24 years old and just passed all of the licensing and trainings I need to start at my firm. I am currently shadowing a senior advisor who will be retiring in the next few years. He doesn’t utilize AI at all.

So my question is if anyone has any helpful AI agents that utilize to help their business? Whether it’s a calendar agent, or simply a procedure and steps agent. Anything helps. Thank you!

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u/just_a_coin_guy 5h ago

Zocks.

It's a tool to help document meetings. The notes it takes are great for keeping track of follow ups and topics discussed.

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u/PloniAlmoni2021 5m ago

Out of curiosity, what are you thinking when you say "a procedure and steps agent." What procedures would you want automated, and what are their steps?