The Small Business Owner’s Guide to Leveraging Technology With David Quick Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

The Small Business Owner’s Guide to Leveraging Technology With David Quick

December 12, 2025 • Marc Bautis • Episode 275

AI is reshaping the business world — but for small business owners, the biggest danger isn’t the technology itself. It’s adopting it without truly understanding your processes.

In this episode of The Agent of Wealth, co-host John Williams is joined by David Quick — IT veteran, founder of Total Cover IT, and author of Winning with Tech in the Age of AI. David shares insights from 25 years in technology and business, revealing how small businesses can leverage AI safely, strategically, and profitably.

In this episode, you will learn:

Why AI won’t fix a broken process — it will amplify it.
The smartest (and safest) ways small businesses can begin using AI today.
How cybersecurity threats are evolving as hackers also adopt AI — and how to protect your business.
The biggest tech mistakes small businesses make, and how to avoid shiny-object syndrome.
And more!

Tune in for a grounded, practical look at where AI is headed — and what business owners can do now to stay efficient, secure, and competitive.

Resources:

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