We’ve gone from AI that answers questions, to AI that takes actions, to AI that is now literally hiring humans to do work it can’t do itself.
Each step in that progression has happened faster than the last.
In this episode, I’m getting into what that means for your firm — and specifically, which parts of what you do are worth protecting.
Listen below.
0:35 The gig economy runs on one idea — humans hiring humans. That just changed. There are now platforms where AI is the one posting the job listings.
2:20 Think of it as the next step in a clear chain — AI that answers questions, then AI that takes digital actions, now AI that directs humans in the physical world. Each stage represents more independence, more agency, more of what we’d normally call decision-making.
3:56 AI is already better at the repetitive, rule-based work — and getting better fast. What remains genuinely human is judgment, presence, emotional intelligence, and operating in ambiguous situations.
7:06 Many firm owners are carrying the this notion — that the profession is on borrowed time, that AI will do everything we do and do it better and eventually it will replace us. I get where that comes from. But I don’t buy it.
8:11 Even a major financial institution with significant AI resources couldn’t replace human judgment and presence with a bot and get the same results.
9:37 Repositioning isn’t about dropping compliance work. It’s about making sure your firm stands for more than just getting work out the door — and being seen as an advisor rather than a processor.
10:30 Stay close enough to what’s happening in AI to know what’s coming — without letting it pull you away from actually running your firm.
