Everyone's talking about AI, but most advisors have no clue how to actually use it to their advantage. This week, I'm breaking down exactly how I'm using AI tools, specifically ChatGPT, to save time, reduce staff overhead, and improve communication with clients. You'll hear real examples of how AI has replaced hours of busywork in my own office, from generating newsletters to creating blog posts, and even PowerPoint scripts.

We'll also explore why most advisory practices are overstaffed, and how AI offers a smarter alternative to hiring. I'll share how I use AI to write meeting summaries, brainstorm content ideas, and quickly build client education materials. It's not perfect, but it's fast, affordable, and remarkably effective when used the right way. If you're running a practice and still spending too much time on manual tasks, this episode provides a quick roadmap to help you do more with less.

Here's some of what we discuss in this episode:

🤖 How AI is changing the way advisors work

🧠 Using ChatGPT to educate and engage clients

📊 Creating presentations, summaries, and visuals with AI

💻 How AI tools (including within Zoom) can save hours on admin

📉 What AI can't do: market timing, stock picking, and beyond

Schedule a meeting with Dan: http://bookachatwithdan.com

Read more and get additional financial resources here: http://renegadeadvisor.net

What if your success as a business owner became the very thing that prevented you from enjoying your life? While many advisors focus on helping others navigate their retirement, they often neglect to consider their own. The recent death of Colts owner Jim Irsay is a sobering reminder that we need to prioritize our own future while helping others achieve their goals.

Today we're challenging the hustle-at-all-costs mindset and asking the hard questions every business owner needs to reflect on honestly. Are you actually enjoying the rewards of your business? Do you know when your work becomes optional? And have you built your business in a way that lets you walk away if you need to?

This episode isn't about quitting, it's about building with purpose. This frank conversation is aimed at helping you stop deferring joy, design a practice that doesn't own you, and make time your most valuable return. Because the clock is ticking, and you don't want to run out of time with your best years still sitting on the shelf.

Here's some of what we discuss in this episode:

⏰ The harsh reality of running out of time before you enjoy success

🚫 Why the "never retire" mindset might be a dangerous illusion

📉 The trap of building a business that demands your constant presence

📈 How to grow your net worth, even if your practice stops growing

💡 The real meaning of work-optional living for advisors

Schedule a meeting with Dan: http://bookachatwithdan.com

Read more and get additional financial resources here: http://renegadeadvisor.net

Early in my career, I spent a lot of money on training and read a lot of books on the sales process to try to find the magical words that would get somebody to make a buying decision. There were plenty of struggles along the way, but over time, I discovered a method that I thought worked well. It's basic and comes down to just one question, but it really is the most proper way to approach selling.

The answer reveals everything you need to know about whether a client worth taking on. I'll break down the difference between "good" and "bad" answers, the dangers of onboarding someone who only cares about higher returns, and how this single question can save you from years of frustration. Plus, this question isn't just for prospects but with current clients as well.

Here's some of what we discuss in this episode:

🚫 Why "I want higher returns" is a red flag, not a reason

📉 How the wrong clients undermine your long-term success

🧠 Using the same question in client reviews to reset expectations

✅ Attracting clients who value peace of mind—not performance chasing

Schedule a meeting with Dan: http://bookachatwithdan.com

Read more and get additional financial resources here: http://renegadeadvisor.net