AI isn’t coming; it’s already here. From automated notes to smarter scheduling, artificial intelligence is transforming how podiatrists and financial planners run their practices every day.

In this episode of The Entrepreneurial Podiatrist, hosts Dr. Andrew Schneider and Greg Hardy, CFP®, AEP®, explore how AI is reshaping private practice management, from clinical documentation and patient interaction to internal workflows, compliance, and marketing strategy. They share real examples of AI tools they’re using, the lessons learned along the way, and how to balance efficiency with human connection.

• How podiatrists and advisors are using AI for note-taking, documentation, and workflow automation
• Why privacy, compliance, and judgment still matter in every AI-driven process
• How to use AI safely for emails, meetings, and content creation
• The growing impact of AI on search, SEO, and how practices attract new patients or clients
• How AI can help small business owners compete with larger organizations
• And more!

Resources:

• Email us at entrepreneurialpodiatrist@gmail.com

Connect with Dr. Andrew Schneider:

• AAPPM
• LinkedIn: Andrew Schneider

Connect with Greg Hardy, CFP®, AEP®:

• Beyond Financial Planning
• LinkedIn: Greg Hardy, CFP®, AEP®