Hello Everyone, I am new here

Hi everyone, I’m Aiza. Just joined the group.

I work with RIA firms on AI adoption: which tools are safe to use around client data, what a one-page AI policy should cover, and how to set up workflows like meeting notes to CRM with a human review step.

I’m here to swap notes with the people who actually run these firms. I see the AI side, you see what’s really happening day to day, and the gap between the two is where the interesting questions are.

So, a question for owners and operators: what’s the one task that eats the most time in your firm every week?

A) Meeting notes and follow-ups

B) CRM data entry

C) Client reporting

D) Compliance paperwork

E) Something else (tell me below)

Happy to share what I know on any of these.

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Hello Everyone, I am new here