📝 AI in financial services is rapidly transforming how financial advisors operate, compete, and grow — and in this episode, James Mills breaks it all down.
Whether you're a financial advisor, RIA, or insurance agent, chances are you're wondering how AI, automation, and fintech are reshaping your day-to-day operations and long-term success. This episode answers your questions and provides actionable insight into the future of finance, directly from someone in the trenches.
James Mills, MBA, CRPC of Ironvest Financial Partners, is not only coaching financial professionals but also building his own thriving advisory business using the same AI tools for financial professionals he recommends. His experience is relatable, actionable, and aligned with your search intent: how to thrive, not just survive, in a world of digital transformation in finance.
🔍 We dive into:
How to leverage CRM AI tools for sales outreach and client relationships
Why tools like Vanilla, Waterlily, and Income Lab are game-changers
Strategies for maintaining fiduciary responsibility and AI compliance
Shifting from product-selling to holistic financial planning with AI
Practical tips to scale your financial advisory business without losing the human touch
This 13-minute episode is short, sharp, and full of insights for professionals looking to future-proof their practice. If you're tired of falling behind on tech or feeling overwhelmed by all the new platforms, this episode will give you clarity and direction.
✅ Real tools
✅ Real examples
✅ Real strategy you can implement right now
⏱️ Timestamps (13:15 runtime):
00:00 – Intro & who is James Mills
01:05 – From banking to coaching financial professionals
03:00 – What his clients are struggling with
04:25 – Why AI is shaking up the financial industry
06:10 – How to stay relevant using AI tools
07:45 – Real-world tech: Vanilla, Waterlily, Income Lab
10:00 – From selling products to holistic planning
12:00 – How to get in touch with James
🔖 Hashtags:
#AIinFinance #FintechForAdvisors #JamesMills #FinancialAdvisors #ScaleYourPractice #FinancialPlanning #CRMTools #FinancialCoach #DigitalFinance
To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd
Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.
Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd
We couldn’t do it without the support of our listeners. To help support the show:
CashApp- https://cash.app/$drchrisloomdphd
Venmo- https://account.venmo.com/u/Chris-Loo-4
Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support
Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx
Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online
Click here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shop
Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p
For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F
Follow our YouTube channel: https://www.youtube.com/chL1357
Follow us on Twitter: https://www.twitter.com/drchrisloomdphd
Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo
Follow our Blog: https://www.drchrisloomdphd.com/blog
Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18
Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1
Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/
Thank you to all of our sponsors and advertisers that help support the show!
Financial Freedom for Physicians, Copyright 2025