The next generation of inheritors isn't calling your office. They're opening ChatGPT at eleven o'clock at night, typing in their fears, and letting AI tell them what to do next — and who to trust.

In Episode 7 of Capably Yours, Lisa Hinz walks through the exact AI-guided discovery journey your clients' heirs are already taking: from that first search prompt, to NAPFA and the CFP Board database, to the moment they open eight advisor websites in eight browser tabs and start deciding who gets the call.

This is not the AI conversation you've heard before. It's not about AI replacing advisors. It's not about writing client emails with Claude. It's about something more urgent: whether your expertise is documented, specific, and findable enough to survive the moment that determines everything.

In this episode, Lisa covers:

• The real AI answer someone gets when she inherits her father's assets, and why it never includes your name
• Why credentials get you considered, but Knowledge Infrastructure gets you chosen
• What Gen Z and Millennials are actually typing into AI and the questions they're too embarrassed to ask you
• Why 40% of inheritors are pre-authorized to fire you the moment they don't feel understood
• The three-layer system for making your firm's judgment discoverable without becoming a content creator
• Why your Sent folder is the most underrated asset in your practice right now

With $124 trillion set to transfer between generations through 2048, the advisors who win the next decade won't be the ones who post the most. They'll be the ones whose expertise is impossible to overlook.

Free resources mentioned in this episode — all at capablyyours.com:

• Un-Googleable Content Prompt Worksheet — 15 prompts to turn your internal wisdom into digital authority (free download)
• Investor Alignment Scorecard — 3-minute diagnostic of where your firm is winning and where you're at risk with the next generation
• 30-Minute Strategy Call — book at capablyyours.com if you're ready to stop the random acts of marketing and build a purposeful growth engine