Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.

In this episode, you’ll learn:

How Quin differs from tools like ChatGPT and why it’s tailored specifically for advisors
Real-world use cases of how Quin manages tasks like email, meeting prep, and CRM updates
Ways advisors can integrate Quin into their practice alongside current staff for maximum efficiency
How much time Quin can save per week and how that impacts profitability and client experience
What’s next on the roadmap for Quin, including future integrations and smarter automation

By the end, you’ll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn’t about replacing people—it’s about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.

Learn more about Quin HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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