We had seven new members join us today and I want to make sure each of you feels seen. Troy, Shannon, Will, Kamilla, Denzil, Lamaya, and Mary — welcome. We are glad you are here. This is a space for financial coaches, housing counselors, and practitioners who are serious about the future of their work. You are in good company here. When you have a moment, drop a comment and introduce yourself. Tell us who you serve and one thing you are hoping to build or learn here. Glad to have you in the community. @Troy Carter @Cindy Shackelford @Will Austin @Kamilla Johnson @Denzil Davis @Lamaya Jarrell @Mary Vargas @Devin Stubblefield

Today I led a webinar on the topic: Your Clients Are Already Using AI and now I want to continue that discussion here. Somebody eventually will walk into your coaching session with a complete AI-generated financial plan already in hand. So here is the question: If your client already has the answers, what do they need YOU for? Because having a financial plan is not the same as being prepared to follow it. AI can help calculate the numbers. But what happens when the client knows what to do and still cannot move? What happens when fear, competing priorities, family responsibilities, or old money patterns get in the way? That is where great financial coaching becomes even more valuable. I believe the future belongs to coaches who can combine: - Human connection - Powerful coaching questions - Financial knowledge - Responsible use of AI The goal is not to compete with AI. The goal is to become a better coach because you know how to use it. So let me ask you: If a client brought you an AI-generated financial plan tomorrow, what is the ONE coaching question you would ask first? Drop your question below.

Today I had the opportunity to attend to a workshop " Your Clients Are Already Asking AI About Money " Wou! What a great workshop, shared real life histories,and more.

We have two new members joining us today and I want to make sure they feel seen. Tracy and Heather — welcome. We are glad you found this community. This is a space for financial coaches and practitioners who are serious about staying relevant and effective. You are in good company here. When you have a moment, drop a comment and introduce yourself. Tell us who you serve and one thing you are hoping to learn or build here. Glad you are here. @Tracy Johnson @Heather Cameron @Devin Stubblefield

Quick AI tip for today. 🤗 When you're writing up notes after a client call, don't just summarize what was said. Ask AI to spot the pattern. What keeps showing up. What the client keeps avoiding. What question never got answered. That's the real value. Not faster notes. Sharper eyes. Try it after your next call. Paste your notes in and ask: "What pattern do you see here that I might be missing?" Come back and tell me what it said. I'm curious. 🔍 @Devin Stubblefield