Charles Leikauf says AI tools like ChatGPT let professional services firms cut routine work and spend more time on client relationships and business growth. Strip personal data before using AI, experiment with prompts, and shift from doing the work yourself to advising clients.
The results, if you implement AI in your firm, you're going to be able to get work done so much faster that you're going to spend more time serving clients and getting clients and less time like doing the work. You're going to be able to earn significantly more because you can have a larger value per client here. So what I recommend is instead of putting you in the doer role, we want you to stay in the client advisor role because when you're in the advisor role, you're able to earn significantly more while working less. So you can spend way more time with your family. Instead of less time sitting there in Excel like a spreadsheet monkey, like I've done for most of my career. I highly recommend you get into ChatGPT. You start feeding it customer information after you've cleared their personal information off of it and start playing with it. It can be so powerful. One of the things I even recommend you do is you ask it how to use it, which is crazy.
