In the final session of the conference, Brian Ginsler explains that AI is Ginsler Wealth’s top priority. He built Ginsler.ai, an AI clone trained on five years of his writings, which clients can interact with on the firm’s website. The firm has also produced a 40‑page AI governance, security, and compliance manual that is unprecedented for their legal and compliance teams. Ginsler describes daily AI‑driven workflows: Claude generates morning briefings, AI identifies upcoming client meetings and surfaces relevant information, and AI assists with manager research and deeper investment analysis. The operating model is an 80/20 split—AI performs the bulk of the work while humans verify the final output, a practice he calls “real intelligence.” This approach has eliminated roughly four days of work per month at a modest cost. Ginsler emphasizes a rapid, company‑wide cadence of knowledge sharing—weekly all‑hands updates, supplemental meetings, and continuous experimentation—to embed AI across every function, warning that a slow, steady approach would leave the firm behind.
Chapters
Last session of the entire conference, I guess. So either I'm the impediment to you guys getting food and getting back to work, or I'm the main final attraction. Uh, it's probably the former, but I'm just gonna pretend it's the latter. What is your firm's number one priority these days? About a year ago, I built what I call Ginsler.ai. This is a AI clone of myself that has basically ingested every single thing I've ever written in the past 5 years running this firm. Nothing confidential. And so our potential clients and whoever can go on our website whenever they want. They can talk with me and they essentially get me to some degree. So our number one priority is AI. And you would think, well, what about performance and clients and client experience and The reality is AI is going to basically help improve every single one of those, which are the most critical parts of what we do. But AI is number one for us right now. We have prepared and built a almost 40-page AI governance and security and compliance manual, which surprisingly our lawyers in both Canada and the US and our compliance consultants have never seen before. Everything that we do, how do we add or incorporate AI into it to make it better, faster, smarter, more robust, et cetera. Now, actually with AI, we can now reach into all these systems that don't talk to each other. Every morning I wake up and Claude has summarized for me what's going on in my day. What do I have to make sure that I don't forget about from yesterday? Every single to-do that's still outstanding. We have a client meeting. Cloud figures out that it's a client meeting. It tells me everything I need to know about the client meetings I'm gonna have, and then some other meetings too. We don't use AI for automated investments in trading, but for sure, uh, manager research, uh, looking at securities. It's really allowing us to dive deeper and deeper into some of the things that we're looking at from an investment perspective. The way we look at it is AI takes the work about 80% there, And then there's a human in the loop somewhere to verify, to review, to fix. I like to say we use AI for 80, we use RI, real intelligence, for the last 20. We've probably eliminated 4 days worth of work a month for $500. So AI is really easy and it's unbelievably difficult. It's really been this regular cadence of every single week the whole team gets together. We talk about what we're doing, who's figured out what. Here's some articles, here's a post, here's a podcast. And then maybe even having a second or third sort of meeting during the week where we just try to hash out some things. We're really trying to put AI across everything that we do very carefully. I'm not doing anything slow and steady, and I'm not waiting and seeing for anything. I think if you're taking a slow and steady approach, you're, you're, you're in trouble.
