Ep 477: Finding Real Uses For AI Tools Not Just To Gain Efficiency But Create More (Customized) Value For Clients with Christopher Haigh
Financial Advisor Success
Michael Kitces
4.7 • 719 Ratings
🗓️ 17 February 2026
⏱️ 90 minutes
🧾️ Download transcript
Summary
While Artificial intelligence (AI) tools offer financial advisors the prospect of greater operational efficiency, the real opportunity goes beyond saving time. This episode explores practical ways advisors can use AI not only to streamline workflows, but also to elevate the client experience with clearer insights, stronger storytelling, and deliverables that make a firm's value instantly tangible to prospects and clients.
Christopher Haigh is the CEO of Iconoclastic Capital, an RIA based in Rochester, New York, that oversees approximately $60 million in assets under management for 120 client households. Listen in as Christopher shares how he's adopted AI tools across his tech stack, including how he leverages AI inside planning, investment analysis, and tax software, as well as how he uses generalist AI tools to create and refine dynamic presentations that better communicate his firm's brand and value proposition.
For show notes (including examples of the deliverables Christopher uses with prospects and clients) and more visit: https://www.kitces.com/477
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.1 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.4 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.4 | and get insight from leading industry consultants about how to break through to the next |
| 0:22.2 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:29.0 | Welcome to the 477th episode of the Financial Advisor's Success Podcast. My guest on today's |
| 0:34.7 | podcast is Christopher Haig. Christopher is the CEO of iconoclastic capital and RIA based in Rochester, New York, |
| 0:40.9 | that oversees approximately $60 million in assets under management for 120 client households. |
| 0:46.4 | What's unique about Christopher, though, is how he is using artificial intelligence tools |
| 0:49.9 | not only to gain greater efficiency, for example, by taking notes during client meetings and |
| 0:54.4 | scanning data from client documents, but also to create high-quality deliverables that convert |
| 0:59.3 | prospects and wow clients. In this episode, we talk in depth about how Christopher was an early |
| 1:04.6 | adopter of AI-powered note-taking software, starting with a generalist tool before transitioning |
| 1:09.6 | to one design for financial advisors |
| 1:11.2 | and now using one integrated with his custodial platform. |
| 1:14.7 | How Christopher leverages the AI capabilities of his financial planning, investment analysis, |
| 1:19.0 | and tax planning software to save time on data entry that allows him to provide better |
| 1:23.1 | planning analyses for clients, and how Christopher uses more generalist AI tools to generate and refine |
| 1:28.9 | dynamic presentations that give prospects and clients a richer understanding of his firm and its |
| 1:33.6 | value proposition than more static formats. We also talk about how Christopher started his RIA after |
| 1:39.0 | leaving a successful practice in the insurance channel in order to provide fee-only comprehensive |
| 1:43.2 | planning to his clients |
... |
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