AI Call Summary Boost Your Meeting Productivity!

AI in wealth management isn’t all hype—but it’s not all helpful either. In this episode of the Next Mile podcast, Adam Spiegelman, Founder and Wealth Advisor at Spiegelman Wealth Management, shares an honest take on what AI tools get wrong and where they truly deliver value.

From meeting documentation to smarter preparation and follow-ups, Adam explains why the best AI solutions don’t replace advisors—they support them. The real question isn’t whether firms should use AI, but how intentionally they use it.

Watch the full conversation to hear where AI belongs, where it doesn’t, and what advisors should focus on next.

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Видео AI Call Summary Boost Your Meeting Productivity! канала Milemarker