Happy Friday,

AI isn’t slowing down—and neither should we. This newsletter is your shortcut to practical ideas and smarter strategies to grow, lead, and adapt as tech reshapes our industry.

To take it one step further, I’ve launched a new YouTube series. Each month, I’m sharing quick, tactical videos showing how advisors can use tools like ChatGPT to save time, think better, and scale more efficiently—starting with the work you're already doing.

Watch my latest episode here

The AI Edge

Helping advisors scale from 1 person to many people.

AI Application:

ChatGPT

Overview

I hadn't opened ChatGPT in a long time. Not because I was avoiding it, just because life got busy and I settled into using Claude for most of my day to day. But something in one of my own recent newsletters made me want to go back and see what I'd been missing, especially with all the updates OpenAI has been rolling out.

What I saw as an opportunity was around using the ChatGPT presentations plugin inside ChatGPT's Work mode. Work is the side of ChatGPT built to get tasks done with your files and connected apps, as opposed to Chat, which is more for asking questions and exploring ideas. Once Presentations is switched on, I decided to hand ChatGPT a raw meeting transcript and ask it to do something that used to take a person an hour or two: pull out the objectives, the milestones, the owners, the deadlines, the risks, and the next steps, summarize the conversation, and turn the whole thing into a polished deck. One prompt, and it goes to work building it in front of you.

And within this video, I decided to just let myself explore a bit and I brought in another tool as well to compare against what Chat was executing for me.

How to apply ChatGPT Presentations to the business today:

• Take a recorded client meeting transcript and ask ChatGPT to turn it into a structured plan with objectives, milestones, owners, deadlines, risks, and next steps, instead of just a summary

• Generate a plain language meeting recap alongside the plan so you have something quick to reference before your next client conversation

• Use it to build a first draft of investment committee prep, turning last quarter's committee discussion into a working document instead of a pile of notes

• Run internal team meetings through it to create a project tracker your staff can actually follow, rather than a page of bullet points nobody opens again

• Treat the output as your rough draft. Let ChatGPT do the organizing, then move the content somewhere else for a final design pass before a client ever sees it

Advanced:

• Build a standing habit around this: every recurring meeting type in your practice (quarterly reviews, planning sessions, prospect discovery calls) gets run through the same prompt, so your whole team ends up with plans that look and read the same way

• Turn a prospect's discovery call transcript into a plan document that becomes the actual roadmap you hand them in your next meeting, which does more to build trust than a generic proposal template ever will

• Watch how ChatGPT talks through its own process as it builds, checking for clipped text, overlapping elements, and readability at each step. That's a useful checklist to borrow for reviewing any AI-generated deck before it goes out the door, whether ChatGPT built it or not

What could this application mean for the future of our business?

The interesting part isn't that AI can summarize a meeting anymore. We've had that for a while. It's that a general purpose assistant can now take a raw conversation and turn it into something with structure: owners, dates, risks, next steps, all pulled out and organized without you touching a template.

That starts to change what clients expect after a meeting. Right now, a lot of firms send a follow up email, maybe some notes. Pretty soon, "here's your plan, already organized, already assigned" might just be the baseline. The advisors who move fastest from conversation to documented action are going to look more organized than the ones still writing recap emails by hand.

The design side is a separate question, and it's worth keeping separate. What comes out of a tool like this is a great first draft, not a final product. The firms that get ahead here won't be the ones who found one tool that does everything. They'll be the ones who know which tool organizes the thinking and which tool makes it look like something worth handing a client.

See ChatGPT Presentations in action:

In the video, you get to watch the whole thing happen in real time, from turning on the Presentations plugin to watching ChatGPT narrate its own process: loading a skill, running commands, building slides, then stopping to check its own work for clipped text and overlapping elements before calling it done. Watch it and judge the output for yourself, because the plan it builds and the deck it builds are two very different conversations. (And I explore that pretty deeply in this video as well).

-Matt