Tag: tax intelligence

E 187- AI Isn’t Replacing Advisors—But Advisors Using It Will

~ FromBusyToRich

In this episode of From Busy to Rich, Justin and Wes tackle one of the biggest shifts happening in the advisory space right now: AI.

Not the hype. Not the fear.
What’s actually happening inside real practices—and what it means for your future.

The reality? Advisors aren’t being replaced by AI…
They’re being replaced by advisors who know how to use it.

Wes shares how their team is actively integrating AI into their workflow—from client summaries to planning efficiency—and how it’s already saving massive amounts of time while improving output quality.

They also break down:

  • How AI is shifting client expectations
  • Why resisting change is more dangerous than getting it wrong
  • The real risk: identity, not technology
  • How to use AI without becoming overly reliant on it
  • A simple way to start using AI this week

If you want to stay relevant—and ahead—this is a conversation you can’t afford to ignore.

Connect with us:

Submit a Podcast Question here!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

E177 – The New Client Experience: Direction – Tax Intelligence Integration

~ From Busy To Rich

Nobody talks about their diversified asset allocation at a dinner party, but they do talk about the tax strategy their advisor helped them implement to save thousands. In this episode, host Wes Young and co-host Justin Lakin dive deep into why most advisors are missing the boat on one of the biggest opportunities in holistic planning: proactive tax intelligence.

You’ll hear why tax strategy often falls in the “too hard” pile, how to shift from avoidance to opportunity, and what tools and frameworks you can use to bring immediate value to clients, without crossing compliance lines or becoming a CPA. Wes also shares a powerful mindset shift: when you start seeing the tax code as a playbook instead of a problem, you unlock a new level of client transformation and professional referability.

What to expect from their conversation:

  • Why most advisors avoid tax planning (and how to stand out if you don’t)
  • Tools like Holistiplan, narratives checklists, and Q4 strategy sessions
  • Tips for integrating CPAs and navigating pushback with confidence
  • Practical tax concepts to build referability and efficiency

Resources:

Previous Episodes of Interest:

  • Setting Expectations: How to Define Planning ROI Early
  • Heritage vs. Inheritance: Legacy Conversations That Stick
  • Making a Family Bank Work for Real Life

Other Listening Platforms:

Connect with us:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More