How Advisors Can Harness AI to Grow Their Business with Shea Sanche of Insight Planning

Artificial intelligence is quickly becoming more than just a productivity tool. For forward-thinking advisors, it is transforming how they run their businesses, serve clients, and create competitive advantages. In this episode, IPC advisor Shea Sanche shares how he has embedded AI into nearly every aspect of his practice, from internal workflows and team operations to client-facing interactions during key life events.

With 27 years of industry experience and a practice serving 150 households across Canada, Shea discusses how partnering with a creative director to build an AI playbook has helped his team streamline processes, improve efficiency, and free up more time for meaningful client engagement. He offers a practical look at how AI can move beyond simple note-taking and brainstorming to become a powerful business partner that enhances both advisor productivity and the client experience.

As AI goes from being a buzz word to being an integral part of business, some advisors are using some of the basic tools available, like note taking or simple brainstorming in ChatGPT. Then there’s some business owners that see the full potential - that AI can be a partner, a time saving tool and something that can help their business not only stand out from the competition, but offer a great client experience that others can’t touch.

Recently, I was having a conversation with one of IPC’s top advisors, Shea Sanche, about AI and how he and his team are using it within their business. He’s using it on a whole other level that I really haven’t seen before. He brought in a creative director and built a whole playbook that has helped him streamline his business and improve workflow within the office which gives his team more time to focus on what matters most: spending time with clients and delivering a great client experience. 

Shea Sanche is a Certified Financial Planner with 27 years in the industry and the founder of Insight Planning in Kelowna, BC, where he has built a practice serving 150 households with $200 million under administration, working virtually with clients across Canada. Shea is building AI into every layer of that practice, from how his team operates behind the scenes to how he runs client conversations at major life inflection points. He is here to talk about what that actually looks like on the front line. 

Get a copy of The Insight Playbook at https://insightplaybook.com/

Find Shea at https://sheasanche.com/

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca

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Cheers!

Chris