Скачать или смотреть Office Hours: AI Overload — When to Adopt New Tech (and When to Stick with Templates)

This week, Steve and Will dive into a hot topic that’s taking over the industry: AI. After returning from a conference packed with “AI-powered” everything, they break down how advisors can think critically about adopting new tech tools.

💡 In this episode:
🤖 How to decide when AI actually solves a real problem
🚫 Why “everyone’s using it” isn’t a good reason to adopt new tech
📝 The pros and cons of AI note-taking tools vs. templated systems
⚙️ Why sometimes a well-built workflow beats the “next big AI”
🔮 Real talk on where AI is today (and where it’s headed)

If you’ve ever felt overwhelmed by all the new tools promising to save you time, this one’s for you.

👉 Join us weekly for Office Hours, where the Quivr team covers real questions from advisors and shares practical insights to help you run your firm more efficiently.

🔗 Learn more about Quivr: www.quivrcrm.io