It all begins For financial advisors, education is central to the job. Clients rely on you to explain complex concepts, offer perspective on market shifts, and translate technical knowledge into practical guidance. Yet most advisors struggle to consistently capture and share what they already know.

Artificial intelligence has the potential to solve this gap. But the way AI is used matters. Too often, it produces an overwhelming flood of generic articles that clog inboxes and diminish trust. The key question is not whether advisors will use AI, but how.with an idea.

For financial advisors, email remains the backbone of client communication. Critical requests, personal updates, and compliance-sensitive exchanges all flow through the inbox. Yet email is also a major source of distraction and inefficiency. Many advisors admit to living with a constant anxiety that something important will slip through the cracks.

Artificial intelligence offers a path forward. Not to eliminate email, but to make it smarter: pulling signals out of the noise, ensuring follow-through, and amplifying an advisor’s authentic voice. At Impruve, we see three distinct opportunities where AI can transform email into a productivity engine rather than a source of stress.

Our last episode laid the groundwork for what it means to build an AI-native advisor workflow. The market’s still fixated on the AI notetaker. It’s flashy. It delivers that first “wow” moment. Then it becomes table stakes. What matters next is everything that connects to it.

If the notetaker is your light bulb, integrations are the power lines that make the whole house work. An AI system is only as strong as the inputs you can feed it and the places you can send the outputs. Meetings, email, CRM, planning tools, tasks. In and out. Cleanly. Reliably. Securely.

When electricity first entered homes, nobody was thinking about embedding it into every appliance. They were thinking about light bulbs. A single, dazzling use case that let you read in the dark, work into the evening, and extend the day itself.

That light bulb was the “killer app,” but the real story was electricity itself. Once the wiring was in place, everything changed: heating, refrigeration, communication, entertainment.

Fast forward a century, and the AI notetaker looks a lot like that light bulb moment for our industry.