If you’re overwhelmed by AI tools, here’s some clarity from real testing. Over the last month, I piloted 3 advisor-friendly AI tools inside a controlled workflow. Here’s what actually worked (and what didn’t): ChatGPT (General Assistant) What worked: Meeting summaries Drafting follow-up emails Clarifying complex planning topics What didn’t: Direct portfolio recommendations (stay away) Anything requiring sensitive client info Notion AI (Workflow Support) What worked: Task auto