In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, host Andrew Pace sits down with RJ Grimshaw, CEO of The AI CEO and former CEO of Unifi Equipment Finance. RJ shares his unique journey from leading high-growth finance teams to helping businesses embrace AI with a human-first approach. From demystifying AI adoption to empowering teams through intrapreneurship, RJ offers actionable strategies for leaders looking to innovate while staying rooted in relationship-driven business.
Key Topics Discussed:
- RJ’s pivot from equipment finance CEO to AI-focused strategist
- The difference between AI hype and real-world applications
- Overcoming AI fatigue and cutting through the noise
- Building strong SOPs as the foundation for successful automation
- The three-bucket model for AI adoption: prompting, automation, and data
- Why intrapreneurs are the game-changers in modern organizations
- Success stories where AI improved efficiency without losing the human touch
- How leaders can overcome fear and resistance to AI integration
Notable Takeaways:
“AI won’t fix a poor team, but it can make your best people exceptional by freeing them to focus on what truly matters.”
“Precision prompting is the skill that separates top performers—it’s about asking smarter questions, not just more questions.”
“Automation should start internally before extending it to clients; AI is a teammate, not a replacement for human connection.”
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What is Portfolio Perspective: Managing Risk & Seizing Opportunity?
Welcome to Portfolio Perspective: Managing Risk & Seizing Opportunity, a podcast focused on the asset-based lending industry. Join Andrew Pace, Chief Client Experience Officer at Asset Compliant Solutions, as he interviews experts, shares insights, and explores strategies for managing risk, optimizing portfolio performance, and seizing opportunities in an ever-evolving financial landscape. From regulatory changes to technological advances, each episode provides actionable takeaways and deep dives into industry trends. Whether you’re a lender, servicer, or recovery expert, this podcast offers valuable perspectives to enhance your approach and improve outcomes.