Model FA Podcast
Model FA
Podcast
Episodes
Listen, download, subscribe
Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi
• 50 minArielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with young, female professionals. Arielle resides in sunny Arizona with her husband (and business partner) Mark Figueroa, and their cat (the namesake of Sphynx), Nigel. Arielle Minicozzi joins us to discuss how her company Sphynx Automation helps financial advisors automate tasks like onboarding new clients and gathering documentation. Automating routine work frees up time for advisors to focus on building relationships. Arielle discusses tools like AI transcription, Zapier automations, and pre-populating forms. Compliance considerations with AI were raised. David offered coaching and free automations through Sphynx for advisors who contact him. Overall the discussion focused on leveraging technology to improve efficiency and client experiences. “There are some things that a human just does better than a computer. But there are a lot of things, data entry for example, that computers will do better and faster than a human.” - Arielle Minicozzi This week on The Model FA Podcast: Leveraging technology for financial advisors with Ariel Mina. (0:10) Automating business tasks for financial advisors. (5:11) Automation's impact on business operations and employee roles. (10:21) Automation in financial planning and its impact on time and energy. (13:36) Improving client experience and onboarding process. (20:59) Streamlining onboarding process for financial planning clients. (25:04) AI integration in financial advisor practices. (30:25) AI note-taking, compliance, and time management in business meetings. (35:38) Automation and coaching for financial advisors. (44:53) Connect with Arielle: Website: https://www.sphynxautomation.com Email: team@sphynxautomation.com Shout out to YCharts! Download your copy of their ETF research and don’t forget, get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only). White Paper Landing Page: https://go.ycharts.com/the-best-performing-etfs-of-2023?utm_source=Model+FA About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
Model FA Podcast RSS Feed
