Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
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Financial Advisors Want To Know Podcast
Ep 103: Are Advisors Using AI the Wrong Way?
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Financial Advisors Want to Know: Are Advisors Using AI the Wrong Way? | Ep. 103 Joe Moss
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
In this episode of Financial Advisors Want to Know, I sat down with Joe Moss from Advisor Techbook to talk about the rapid rise of AI in the advisory industry, how firm owners should be thinking about technology adoption, and why the future of advice may become even more human as automation expands.
Key Takeaways:
AI should support advisors, not replace human connection.
The biggest value advisors provide is trust, relationships, and transformation—not simply technical outputs that technology can automate.
Legacy tech stacks are becoming increasingly inefficient.
AI-native CRMs, custodians, and planning tools are creating significant improvements in efficiency, integration, and advisor experience.
The future of growth is authenticity, not AI-generated spam.
Building a personal brand and creating meaningful content is far more valuable than mass AI prospecting or automated outreach.
Technology should create more space for meaningful work.
As AI handles more technical and administrative tasks, advisors have greater opportunity to focus on psychology, strategy, mentorship, and client relationships.
The best firms optimize for human flourishing, not just profit.
Firm culture, advisor happiness, and long-term purpose are becoming major differentiators in both employee satisfaction and business success.
Connect with Joe:
https://www.linkedin.com/in/joemoss-xyz/
Check out Joe's website:
https://www.advisortechbook.com/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Sign-up for our newsletter:
https://dominion-enterprise-services.kit.com/9944b047d9
Contact Catherine's Team:
admin@dominiones.com
Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
