Your administrator is about to retire. She knows how everything in the firm gets done. Has anyone asked her to write it down before someone buys the AI that’s supposed to take over?

Janice Diaz and Romaine Howard talk about what advisory firms risk when they automate work they’ve never documented. Romaine shares what happened when she tested AI on a suitability report using an international firm’s own templates. Janice explains how a single approved CRM email can turn into a dozen variations nobody reviewed. Both come back to the people who know the work well enough to spot when something’s gone wrong.

• (00:00:00) - Introduction: Running on all cylinders
• (00:00:59) - When illness exposes a business's fragility
• (00:02:03) - AI anxiety and client pushback on value
• (00:02:50) - Championing administrators amid AI hype
• (00:04:04) - Capturing institutional knowledge before retirement
• (00:05:15) - Becoming the architect of AI systems
• (00:05:35) - Lack of real AI training and expertise
• (00:06:30) - AI policies and client due diligence
• (00:07:48) - Risks of AI in suitability reports
• (00:09:05) - Convincing the industry and building real foundations
• (00:11:10) - Disconnected tech and shiny new tools
• (00:12:12) - The importance of solid foundations before tech
• (00:13:07) - The future of admin roles in three years