In today's episode of the One Degree podcast, I discuss a recent LinkedIn article about my CRM software, Wealthbox, adding a new AI note-taking feature. While it sounds efficient, I'm skeptical about its impact on innovation. I explore the necessary balance between creative energy and structured processes in business. Using examples like PowerPoint versus tools like Beautiful.ai, I emphasize the importance of flexibility and innovation in certain areas of business, while maintaining efficiency and procedures in others. Finally, I stress the significance of choosing which parts of your business to innovate and which to streamline.

[00:00] Introduction to the One Degree Podcast[00:16] New AI Note-Taking Feature in CRM Software[01:55] Balancing Creativity and Structure in Business[02:38] The Pitfalls of Built-In Tools[04:38] The Importance of Flexibility and Innovation[05:36] Knowing When to Optimize and Standardize[07:44] Conclusion and Listener Engagement

The One Degree Podcast is brought to you by Openhanded Wealth, LLC, a registered investment adviser in Holly Springs, GA, serving Christian families and small business owners. This content is educational only and should not be taken as financial, tax, or legal advice.

“whatever gifts I have received from God, may I use them to serve others, as a faithful steward of God’s varied grace." — 1 Peter 4: 10

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