AI for Advisors Who Don't Have Time for AI: Three Real Automations You Can Set Up This Week

Most financial advisors know AI could help them — they just don't have time to figure out where to start. In this session, Allyson Lewis, a 33-year financial services veteran and AI implementation expert, walks through three automations that address the tasks advisors repeat every single day: triaging the morning inbox, building a prioritized daily game plan, and preparing for client meetings. Each automation has a clear before-and-after, requires no coding knowledge, and can be implemented immediately. Attendees leave with a concrete picture of what an AI-assisted advisory practice looks like in the real world.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 

• Identify three categories of daily financial advisory tasks — inbox management, daily scheduling, and client meeting preparation — that are well-suited for AI automation. 
• Apply an AI-assisted email triage framework to reduce morning inbox processing time and surface the most urgent client communications for immediate action. 
• Construct a pre-meeting client brief using AI-assisted data gathering that synthesizes account activity, CRM notes, industry news, and conversation starters into a concise one-page summary. 
• Evaluate their current practice workflow to identify which daily tasks are most immediately addressable through AI automation tools.