341: A Simple Trick to Keep AI From Killing Your Client Experience
Summary
Libby Greiwe discusses integrating AI into advisory practices while maintaining client authenticity. She shares a real-world example of how overly quick AI-generated communication can unintentionally diminish trust. Practical strategies are offered, such as delaying AI follow-ups, setting client expectations, and adding personal touches, ensuring AI supports rather than replaces the vital human element in client relationships.Episode description
In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a real-world example of how AI-driven efficiency can unintentionally erode trust and what that means for client experience and your brand.
Libby walks through simple, actionable ways to use AI thoughtfully, like setting expectations, timing your follow-ups, and adding small personal touches so clients still feel seen, known, and heard 💬✨. The takeaway is clear: AI should support better client experiences, not replace the human connection that makes your practice stand out.
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