#330 The AI Team I Built (Assistant, Advisor, Lawyer, Coach) ft. Peter Kim, MD
In this episode, Peter breaks down how he stopped treating AI like a search engine and started building it into an actual team, complete with a personal assistant, a financial board of advisors, a lawyer and negotiator, and a life coach. He walks through exactly how each one is built and used, from prepping for contract negotiations to processing tough decisions late at night.
If you’ve only ever asked AI a quick question and moved on, this episode shows what’s possible once you start thinking in terms of roles instead of one tool. Tune in!
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Episode Highlights
Now, let’s look at what we discussed in this episode:
- The Gap Between AI Users
- Thinking of AI as a Team, Not a Tool
- Building a Financial Board of Advisors
- The Lawyer and Negotiator
- The Master Life Coach and What’s Next
Here’s a breakdown of how this episode unfolds.
Episode Breakdown
The Gap Between AI Users
Peter opens by talking about the huge spectrum he’s noticed among physicians when it comes to AI use. On one end, people treat it like a smarter search engine, asking a question, getting an answer, and moving on. On the other end, there’s a smaller group quietly running entire parts of their lives through it, operating on a completely different level.
He’s clear that the gap between these two groups has nothing to do with intelligence or which specific tool someone uses. Everyone basically has access to the same handful of tools right now. The real difference is purely in how people think about what AI is actually for.
Before getting into the specifics, Peter gives his usual disclaimer that everything he’s sharing is just what works for him personally, not financial or legal advice, and that every situation is different enough that people should take what’s useful and leave the rest.
Thinking of AI as a Team, Not a Tool
Peter explains that his own thinking on AI shifted from treating it as one single assistant to treating it as a team of specialists. He compares it to hiring one person and expecting them to be your assistant, financial advisor, lawyer, and therapist all at once, since that person simply doesn’t exist. Instead, you can build out multiple specialists that each do one job well.
He connects this directly to an earlier episode he did about handing off tasks to a virtual assistant, saying this is the same underlying principle applied to AI instead. From here, he introduces the first team member, a personal assistant that manages his inbox so he’s not starting every morning already buried, triages his schedule, and even processes scanned paperwork and physical mail before it turns into a pile.
He shares a specific example of planning a trip that needed eight different flights, multiple hotels, and ground transportation, all coordinated without missing a single detail. He’s careful to note this doesn’t replace his real human assistant, who still handles judgment calls and relationship based tasks that AI genuinely can’t. The AI just removes the repeatable load so both of them have less to carry.
Building a Financial Board of Advisors
The second team member Peter describes is what he calls his financial board of advisors, built as a custom project mainly using Claude, though he notes any platform works. He gave it a blended personality modeled after Warren Buffett, Ray Dalio, a sharp CPA, and a real estate expert, and fed it deep context about his own financial situation over time.
He flags an important caution here, urging people to be careful about what financial data they upload, especially anything sensitive like Social Security numbers, and to redact that information based on their own comfort level with the risk. Once set up, he uses this tool to ask the questions that actually matter to him, like whether he’s optimizing for time freedom rather than just income, or how to balance risk and return with a specific amount of capital.
Peter is upfront that this never replaces his actual CPA and that he always verifies what it tells him. What it does provide is a thinking partner available at any hour, without waiting on a callback or getting billed for the conversation, which he says is genuinely hard to beat as a resource.
The Lawyer and Negotiator
Peter walks through the third team member, which he specifically flags as important for any physician listening. He points out that a good lawyer easily runs $400 to $500 an hour, and that cost multiplies fast across every round of emails, redlines, and clarifying calls. Before signing anything or walking into a negotiation, he runs it through his AI team member first, though he’s clear this never replaces getting a real attorney involved when something actually matters.
He gives concrete examples, like understanding whether a non-compete clause holds up or how an RVU structure in a contract is written. Beyond just explaining terms, he uses it to prep talking points, anticipate objections, and even roleplay tough negotiation conversations before having them for real, so he’s not improvising when the stakes are high.
What surprised him most is that actual lawyers he’s talked to like this approach, since clients show up already organized with real questions instead of burning billable hours just getting oriented. He also mentions using this same approach to pull the key points out of long private placement memorandums before signing on any investment.
The Master Life Coach and What’s Next
The fourth team member Peter describes is more personal, something he calls his master life coach. He built it with a blend of voices he respects, including Tony Robbins, Ryan Holiday, and David Goggins, and fed it results from personality and strengths assessments he’s taken over the years so it understands his patterns and blind spots.
He uses this tool to process conversations or decisions that didn’t go the way he wanted, or to roleplay difficult conversations ahead of time so he shows up more prepared. He’s honest that it isn’t perfect and doesn’t replace real relationships, real experts, or actual therapy when that’s genuinely needed, but it’s available late at night when something is looping in his head and there’s nobody else to talk it through with.
Peter wraps up by saying these four team members, assistant, financial advisor, lawyer, and life coach, aren’t where this ends, and he’s already thinking about who’s next, maybe someone focused on business operations or asset management. His main advice is not to try building all four at once, since that usually leads to four mediocre tools instead of one that actually works well. He recommends picking whichever one solves the most immediate problem, getting it fully working, and then moving on to the next.
If building an AI team on your own feels like a lot to figure out step by step, that’s exactly what the MD AI Bootcamp is for. It’s a community built to help physicians go from piecing this together alone to actually having a working system, one role at a time. Click here to learn more!
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