In this episode of the Advisors Fuel Podcast, host Adam Koós interviews Arielle Minicozzi, founder of Sphynx Automation. Arielle shares insights on how financial advisors can work smarter by automating business processes using low or no-code technology tools. Drawing from her extensive background as a financial planner, Arielle emphasizes the importance of proper documentation, understanding workflow, and leveraging automation to minimize errors and free up time for more meaningful client interactions. They discuss common misconceptions about automation, the benefits of AI, and practical examples of automations that can significantly enhance efficiency within advisory firms. Arielle also announces upcoming initiatives, including an Automation Academy geared towards advisors starting their firms. This episode is packed with valuable tips for any advisor looking to integrate technology to enhance their practice.

 

Ways to connect with Arielle:
Facebook: www.Facebook.com/sphynxautomation
Twitter Handle: @sphynxautomator
Instagram page: www.instagram.com/sphynxautomation
LinkedIn profile: https://www.linkedin.com/company/sphynxautomation
Company Website: www.sphynxautomation.com

 

Be sure to check out this episode on YouTube: https://youtu.be/k7zpjurLR1E 

 

 

The ADRENALINE advisor brand was born out of helping a longtime friend reignite his practice and has since evolved into a space for driven advisors who want to sharpen their systems, rethink their client experience, and build a business with momentum. Subscribe to get updates, free training alerts, new podcast episodes, and exclusive accounts - delivered straight to your inbox.

 

 

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Stay connected with the ADRENALINE brand

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Website: www.adrenalineadvisor.com
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00:00  Introduction to Advisors Fuel Podcast

00:23  Meet the Founder of Sphynx Automation

01:25  The Importance of Delegation and Automation

04:07  Arielle's Journey to Automation

07:45  Getting Started with Automation for Advisors

10:28  Advanced Automation Techniques

17:24  Common Mistakes and Time Investment in Automation

23:30  Future of Automation and AI in Financial Services

28:24  Misconceptions About Automation

31:31  What's Next for Sphynx Automation

34:34 Conclusion and Contact Information