Many advisors dabble with AI when they should be using it systematically. That difference could be costing you 5 to 10 hours every week on tasks AI can handle while still sounding like you.
Join host Jason L Smith as he continues his conversation with Tom Lambotte, founder of AI Simplifier™, to discover how to stop experimenting and start building habits that transform your practice.
Key Topics Discussed:
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About the Host:
Jason L Smith is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach and entrepreneur. He’s dedicated to simplifying financial planning for families worldwide and supporting advisors like you everywhere.
Jason is the founder and CEO of C2P, as well as his own financial services practice, JL Smith Holistic Wealth Management. His passion and expertise lie in all aspects of holistic financial planning. Jason’s role as founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA, serves as more proof.
As a skilled leader in the financial services industry, Jason truly enjoys helping you secure and scale your businesses and better serve clients through C2P’s trusted processes and models.
About the Guest:
Tom Lambotte is the co-founder and Chief AI Simplifier at AI Simplifier™, where he helps entrepreneurs turn AI from noise into strategic leverage. He’s best known for AI Simplifier’s 30-Day Sprint, a hands-on experience that shows leaders how to integrate AI into real decision-making and execution—without chasing tools or trends. Tom works with entrepreneurs in the top 4% of their industries, including leaders who belong to Strategic Coach, Abundance360, Genius Network, and EO. His work connects mindset-level decision-making with execution, creating a shared operating system that teams can actually use—not just experiment with.
Over the past year, more than 270 entrepreneurs have applied his approach to compress multi-year initiatives into months, cut annual planning from weeks to hours, and increase productivity by roughly 40% in the first 30 days. Tom has coached Tony Robbins one-on-one, trained Peter Diamandis’ leadership team, and spent a decade inside Dan Sullivan’s Strategic Coach ecosystem. His focus stays consistent: teaching leaders how to think with AI so their clarity, alignment, and momentum scale faster than the technology itself.