The agentic advisor's blueprint: How Hilpan Moxie built an AI-powered client experience

Most firms adopt AI to save time on meeting notes. It's a quick, easy win. But that's often where the journey stops. The notes get taken, the time gets saved, and the tool quietly becomes just another piece of software rather than something that actually changes how the practice runs.

The harder, more valuable question goes unanswered: How do you turn that initial time savings into a real operating system, and eventually into AI that can act on your behalf?

Tune in as Zeplyn CEO Era Jain and Don Hilario of Hilpan Moxie Wealth Management discuss how Don did exactly that. He built AI into the full lifecycle of his practice, from the fundamentals of meeting prep and follow-up to using AI as an agent that surfaces data and drafts communications on his behalf.

You'll learn:

• How to systemize the basics, agendas, meeting capture, and recaps, into a workflow your whole team actually trusts
• Why syncing client context back into your CRM is the foundation that makes everything else possible
• What it looks like when AI moves from capturing meetings to acting on your behalf, from surfacing data to drafting follow-ups
• How to know when your firm is ready to move from AI experimentation to something more agentic
• A practical blueprint other firms can follow, built from Don's own experience scaling this across his book of business

Get a behind-the-scenes look at how one firm built a real system around AI, and a blueprint you can bring back to your own practice.