In 2018, Kitces published a notable study. It found that the wealth managers who delegated more ultimately earned more than their non-delegating peers. The delegators increasingly focused on the high-value work and that work translated into higher earnings.

The finding is as true back in 2018 as it is today in 2026. The twist now is who, or what, can take the delegation. Enter AI. It has provided an amazing opportunity to take on the tedious tasks so that humans (everyone from the team leader to the entry-level employee) are freed up to focus on the high-value work.

But what does that look like?

The $1,000 Slide Deck

Wealth Managers spend hours building decks. It is often one of the least-liked tasks. But many agree that it can be one of the more important tasks.

Repurpose a corporate deck and, while it may look professional, it comes across as impersonal. Create a personalized deck and, while it signals attention-to-detail, it can take hours to create which can translate to well over $1,000 in labor costs.

Coming up with the content and messaging is often not the most time-consuming parts of creating a slide deck. It is the formatting (e.g., layout, font, color scheme, alignment, etc.). Enter AI. Claude/ChatGPT, Copilot now have plugins directly in PowerPoint and Gemini is directly integrated into Google Slides. Wealth Managers now simply can write the content/words they want on the slide. AI transforms it into a professional-looking and brand-consistent slide.

The wealth manager still owns the substance: the message, the numbers, the story a client needs to hear. The AI just handles the polish.

The Ultimate Summary

Eric Schmidt, the former CEO of Google, once said: "Every two days now we create as much information as we did from the dawn of civilization up until 2003." Simply put, information is abundant. Staying on top of it is the hard part.

Enter AI (and specifically NotebookLM). The tool has won over fans like Mark Cuban and Jensen Huang. In many ways, it operates like an information hub. Upload files directly, pull them from Google Drive, drop in a website link, a YouTube video, or pasted text. It can even run its own research on the web. Then transform it into a variety of outputs such as a summary document, an audio rundown, a short video, an infographic, a mind map, a slide deck, or a quiz. And the most underrated feature is also the simplest. A user can just ask questions, in plain language, about a specific topic or question and the AI extracts the answer directly from the sources.

Will it catch every nuance that a slow, line-by-line read would catch? Probably not. Will it let someone size up a mountain of information fast, then decide where to dig deeper? That is where it shines.

One Firm, One Voice

Today's AI systems are, at their core, large language models. They are masters of human language. They just usually lack direction on how that language should sound.

Long sentences or short ones? Writing for a financially fluent reader or someone new to the topic? Should it sound warm and personal or measured and fact-focused? Without guidance, AI falls back on its own default voice. The result is the kind of writing a client can quickly flag as AI written. However, it doesn't have to be that way. Set the length, the audience, and the tone, and the output starts to sound like a person wrote it.

Even more so, it can serve a firm in two notable ways. First, think of the hours lost hunting for the right phrasing. We knew the point to make and how we wanted it to land. Yet the words stayed out of reach. AI can close that gap quickly. Second, think of the challenge of having a consistent voice when a firm is made up of multiple individuals. AI can serve as a 'voice consistency' editor so that the shared voice keeps the client experience steady. A person still comes up with the ideas, still controls the edits, and still signs their name. AI just helps get there sooner and smoother.

Conclusion

Ultimately, AI is increasingly able to take on the tedious, low-judgment work so that people can focus on the high-value work that requires real expertise and judgment. The uses are plentiful, and the possibilities will likely keep expanding in the years ahead.

That said, wealth management is a heavily regulated industry. Any specific use case carries its own considerations, including the terms clients have already agreed to with the firm. This article is for educational purposes only. Anyone weighing these tools should talk through the specifics with a qualified professional, whether that is Invisionary Financial or another trusted advisor.