EP 016: Should You Require Your Team to Use AI?

Should you require your team to use AI or focus on building AI fluency as a baseline competency? This episode breaks down why "AI-assisted" employees quickly outpace non-users, how that productivity gap compounds, and what firm leaders can do without creating resistance. You'll also get a practical AI Leadership Assessment prompt, plus a simple "one recurring task" challenge to start adoption safely and consistently. Key insights in this episode: • Why AI is becoming a professional competency (like spreadsheets) • The real risk: AI-assisted vs. non-assisted performance gaps • Defining AI fluency: prompting, verification, and safe use • A 90-day approach to move from optional to expected This episode is especially useful for: • Firm owners setting team standards and workflows • Ops/compliance leaders managing privacy and risk • Advisors trying to scale prep, follow-up, and communications Subscribe to the AI for Advisors email newsletter: www.horsesmouth.com/aiemail Get AI training for financial advisors with the AI-Powered Financial Advisor virtual training program: www.horsesmouth.com/ai