No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Tuesday, October 7, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

How AI reduced the need for a virtual assistant: Show Me Your Stack

by TheAdviserMagazine
5 months ago
in Financial Planning
Reading Time: 2 mins read
A A
How AI reduced the need for a virtual assistant: Show Me Your Stack
Share on FacebookShare on TwitterShare on LInkedIn



Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client expectations are driving the need for more powerful tech tools, and we’re digging deep to find out why advisors prefer certain solutions.

When Gabriel Kaplan started using artificial intelligence-related tools, he saw an immediate shift in his needs for outside help.

He is the founder, investment advisor and financial planner at Wealth Habits in White Plains, New York. A solo advisor, Kaplan’s firm has around $70 million in assets under management (AUM).

READ MORE: How to land bigger clients with deliberate tech: Show Me Your Stack

Kaplan founded Wealth Habits in 2010 in the wake of the financial crisis. He worked part-time until 2018, when he added financial planning on top of investment management in an effort to provide more holistic services.

“I’ve been focusing mostly on stock compensation and people with complicated tax situations,” he said.

READ MORE: How a solo advisor taps tech for top efficiency: Show Me Your Stack

Also a certified public accountant (CPA), Kaplan has a virtual assistant who works for him for 20 hours per month.

Well, they used to work 20 hours per month for him, anyway.

“I will be honest, with the latest advent of this AI stuff, I’ve been giving her less than 20 hours a month of work,” he said. “It’s just that the requests I used to give her, I can get it done in AI much faster.”

While the results of the AI tools aren’t always perfect, he is able to modify them afterwards. 

Kaplan said that where he still needs his virtual assistant’s help, at least for now, is when something needs to be fixed inside software he uses in his tech stack.

“There isn’t AI in most of these applications to fix stuff yet, but I know it’s coming,” he said.

Scroll down the slideshow to see what Kaplan feels are some of the most important pieces of Wealth Habits’ tech stack.



Source link

Tags: AssistantReducedshowStackvirtual
ShareTweetShare
Previous Post

Coffee Break: Armed Madhouse – Missile Misfit

Next Post

Bitcoin Is Becoming A Key Election Issue In Chile

Related Posts

edit post
ADVISE AI: Get ahead of the curve on AI innovation

ADVISE AI: Get ahead of the curve on AI innovation

by TheAdviserMagazine
October 6, 2025
0

Over the past few years, artificial intelligence has affected almost every aspect of the wealth management industry.For the second year,...

edit post
Learn How to Make Your First 0 from Affiliate Marketing!

Learn How to Make Your First $500 from Affiliate Marketing!

by TheAdviserMagazine
October 6, 2025
0

Affiliate marketing is one of the easiest ways to start earning income from home. No products to create, no inventory...

edit post
How to Hire Movers in Six Steps

How to Hire Movers in Six Steps

by TheAdviserMagazine
October 6, 2025
0

Key questions to ask a moving company.The best way to avoid unpleasant surprises when hiring a moving company is to...

edit post
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)

Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)

by TheAdviserMagazine
October 6, 2025
0

Welcome to the October 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big...

edit post
Michael’s Coupon: 40% off Regular Priced Items!

Michael’s Coupon: 40% off Regular Priced Items!

by TheAdviserMagazine
October 6, 2025
0

Have some crafting to do? Score 40% off at Michael’s! Wow! Right now, Michaels is offering 40% off ALL regular...

edit post
Our Favorite Zucchini Bread Recipe

Our Favorite Zucchini Bread Recipe

by TheAdviserMagazine
October 4, 2025
0

Got extra zucchini? This easy zucchini bread recipe is the perfect way to use it up! Moist, lightly-spiced, and made...

Next Post
edit post
Bitcoin Is Becoming A Key Election Issue In Chile

Bitcoin Is Becoming A Key Election Issue In Chile

edit post
Trump’s big crypto dinner this Thursday will host 220 guests, including a Chinese billionaire—while a U.S. Senator plans to join a protest outside

Trump’s big crypto dinner this Thursday will host 220 guests, including a Chinese billionaire—while a U.S. Senator plans to join a protest outside

  • Trending
  • Comments
  • Latest
edit post
What Happens If a Spouse Dies Without a Will in North Carolina?

What Happens If a Spouse Dies Without a Will in North Carolina?

September 14, 2025
edit post
Does a Will Need to Be Notarized in North Carolina?

Does a Will Need to Be Notarized in North Carolina?

September 8, 2025
edit post
California May Reimplement Mask Mandates

California May Reimplement Mask Mandates

September 5, 2025
edit post
DACA recipients no longer eligible for Marketplace health insurance and subsidies

DACA recipients no longer eligible for Marketplace health insurance and subsidies

September 11, 2025
edit post
‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

September 9, 2025
edit post
Tips to Apply for Mental Health SSDI Without Therapy

Tips to Apply for Mental Health SSDI Without Therapy

September 19, 2025
edit post
10 Government Services Unaffected by the Shutdown (Including Social Security and Medicare)

10 Government Services Unaffected by the Shutdown (Including Social Security and Medicare)

0
edit post
What China Knows – Econlib

What China Knows – Econlib

0
edit post
Senator Lummis Says Strategic Bitcoin Reserve Buys Could Happen Any Time

Senator Lummis Says Strategic Bitcoin Reserve Buys Could Happen Any Time

0
edit post
What Boomers Overlook When Comparing Long-Term Care Facilities

What Boomers Overlook When Comparing Long-Term Care Facilities

0
edit post
Aehr Test Systems signals broad-based AI market growth opportunities with .5M backlog and 5x manufacturing capacity increase (NASDAQ:AEHR)

Aehr Test Systems signals broad-based AI market growth opportunities with $15.5M backlog and 5x manufacturing capacity increase (NASDAQ:AEHR)

0
edit post
Introducing Fortune’s first-ever Most Influential Women Asia ranking

Introducing Fortune’s first-ever Most Influential Women Asia ranking

0
edit post
Senator Lummis Says Strategic Bitcoin Reserve Buys Could Happen Any Time

Senator Lummis Says Strategic Bitcoin Reserve Buys Could Happen Any Time

October 6, 2025
edit post
Aehr Test Systems signals broad-based AI market growth opportunities with .5M backlog and 5x manufacturing capacity increase (NASDAQ:AEHR)

Aehr Test Systems signals broad-based AI market growth opportunities with $15.5M backlog and 5x manufacturing capacity increase (NASDAQ:AEHR)

October 6, 2025
edit post
Central banks keep buying yellow metal despite soaring price

Central banks keep buying yellow metal despite soaring price

October 6, 2025
edit post
Introducing Fortune’s first-ever Most Influential Women Asia ranking

Introducing Fortune’s first-ever Most Influential Women Asia ranking

October 6, 2025
edit post
How a 2020 dinner in Davos set the stage for a ‘MAGA’ World Cup

How a 2020 dinner in Davos set the stage for a ‘MAGA’ World Cup

October 6, 2025
edit post
How This Investor is Improving Their Hometown One Rehab at a Time

How This Investor is Improving Their Hometown One Rehab at a Time

October 6, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Senator Lummis Says Strategic Bitcoin Reserve Buys Could Happen Any Time
  • Aehr Test Systems signals broad-based AI market growth opportunities with $15.5M backlog and 5x manufacturing capacity increase (NASDAQ:AEHR)
  • Central banks keep buying yellow metal despite soaring price
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.