Happy Thursday!

Welcome to your Advisor AI newsletter—your biweekly look at how AI is reshaping the advisory world. Each edition explores the latest innovations and practical strategies to help you scale, grow, and enhance client experiences. If you find it valuable, feel free to share it with a fellow advisor!

The AI Edge

Helping advisors scale from 1 person to many people.

AI Application:

Gamma

Overview:

Gamma is an AI application that transforms your raw ideas, documents, and PDFs into polished content that clients actually notice. What began as a presentation tool has evolved into a creative force multiplier—now converting your thinking into elegant presentations, websites, social documents, and designed collateral with minimal effort. It bridges the gap between your expertise and how it's presented, allowing wealth managers to focus on client relationships rather than wrestling with design software or hunting for the perfect template. In an industry where trust is built on both substance and appearance, Gamma removes the friction between having valuable insights and showcasing them professionally.

How to apply Gamma to the business today:

• Take client meeting notes and turn them into a follow up presentation

• Take transcripts of meetings and turn them into visual presentations

• Provide the agent with one line of what you are wanting and get a baseline design to build off of

• Provide investment content (or team level content) and generate firm wide presentations

• Use investment related content and client portfolio statements (remove PII) to create an annual meeting presentation

Advanced:

• Leverage transcripts from meetings to create a presentation, then using the transcript and presentation upload into Claude or ChatGPT to create a script for the presentation and leverage ElevenLabs to create a voice over of the presentation for families.

• I believe the future with this type of tool is an ability to integrate into data sources you use to today and have presentations auto generated prior to client meetings or conversations. Or on demand when they are on the phone / video.

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

What Gamma represents isn't just better presentations—it's a reset of client expectations. High-quality deliverables at scale are no longer the ceiling but the floor. Firms that embrace these tools now will set the standard that others must follow, creating a temporary advantage in how they communicate across the entire client journey. This window won't stay open forever—technological advantages rarely do—but for wealth managers willing to move first, there's meaningful differentiation to be captured.

The future (which isn’t too far off) is one where presentations generate themselves by pulling directly from your data sources, ready before client meetings or available on-demand during calls. The gap between having valuable insights and delivering them compellingly is shrinking to almost nothing, and that changes everything about how clients experience your expertise.

See Gamma in action:

Watch as I transform a raw meeting transcript from Fireflies.ai into a polished follow-up deck in minutes. The demo reveals not just Gamma's intuitive interface, but the moment that made me stop and think: after creating the entire presentation, I simply asked Gamma to "show client concerns and our responses" in a single sentence. Instantly, a perfectly tailored slide appeared—extracting exactly what mattered from a conversation I'd had hours earlier. What's striking isn't just the time saved but the accuracy—Gamma understood the financial context, client needs, and appropriate responses without requiring multiple revisions. It's like having a presentation designer who was invisibly present during your client meeting, catching nuances you might have missed yourself.

The best is ahead!

-Matt