Welcome back to another episode of The Richer Geek. Today, Courtney Baker, CMO of Knownwell and host of AI Knowhow, talks about how AI is shaping business strategy and the future of work. From scaling client relationships to protecting creativity in an AI-driven world, Courtney shares how leaders can adopt AI in a way that elevates people, not replaces them.

In this episode, we chat about…

• Courtney’s career path from nonprofits to marketing leadership and AI innovation.

• Why AI in business strategy should focus on elevating humanity instead of replacing jobs.

• How Knownwell uses AI for professional services to scale client relationship insights.

• The shift from AI execution tools to AI as a strategic decision-making partner.

• Why human creativity in business and marketing still outperforms AI-generated content.

• The risks of over-reliance on AI in relationships and society.

• What leaders need to know about AI adoption, data security, and global regulations.

Key Takeaways:

• AI helps businesses scale client relationships by turning subjective data into objective insights.

• Professional service firms can use AI to improve client health tracking and decision-making.

• Leaders who engage with AI tools now will be better prepared for future strategy-level applications.

• Human creativity and problem-solving remain essential, even as AI handles repetitive work.

• The future of AI in business will move beyond task automation toward strategic guidance.

• Companies and society must set boundaries to ensure AI adoption supports people rather than replacing human connection.

 

Resources from Courtney

LinkedIn | knownwell.com | AI Knowhow Podcast

Resources from Mike and Nichole

Gateway Private Equity Group |  Nic's guide