If you haven't heard Brad's conversation with Triad's first CTO yet, put it in the queue. The line that's going to stick with you:
“I’m out here to kill spreadsheets, and I'm out here to kill workflow. Agentic AI can take your existing workflow, break it into sub-tasks, and go execute those tasks on its own. Instead of your workflows getting triggered by something in your CRM, the agent goes out and runs every day, cleaning up whatever needs cleaning up. As advisors are building their tech stack, they need to document their processes because the better documentation, the easier it is to use AI to leverage them and understand their data footprint.”
Also inside the episode: Quin's take on why data quality is the real ceiling for AI ("AI is an amplifier. Bad data in, bad data amplified"), what Michael Hyatt's "six levels of AI" framework means for advisor firms, and why now is the moment to stop waiting for the shiny objects to settle and start building.
