03: What's Actually Happening with AI in Professional Services Right Now episode artwork

EPISODE · Jun 17, 2026 · 9 MIN

03: What's Actually Happening with AI in Professional Services Right Now

from The Visible Firm

The conversation about AI in professional services has two modes. Panic, and cheerleading. Neither is much use to a busy professional trying to work out what to actually do.In this episode I cut through both. What's genuinely happening with AI in law firms, accounting practices and financial planning right now, what the real risks are, and what the firms getting it right are doing differently.WHAT WE COVER:- Why your potential clients are already using AI to research before they ever call you- The content strategy that gets you found in both Google and AI-generated answers (they're the same strategy)- The one rule every professional services firm must follow: never put client data into a public AI tool- What's safe to use AI for, and what needs an enterprise solutionWHAT TO DO THIS WEEK:Have the AI conversation at your firm. Find out who is using AI tools and what for. Even a single instruction to your team this week protects you: nothing with client information goes into any public AI tool until you have proper guidance in place. Want a free acceptable use policy template? Reach out through ngcreative.au.LINKS MENTIONED:- Free webinar: ngcreative.au/webinar- Book a free discovery call: ngcreative.au/contact- The Visible Firm: thevisiblefirm.com.auNEXT EPISODE:The content that actually works for professional services firms. Not theory. What I've seen work consistently. Hosted on Acast. See acast.com/privacy for more information.

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