Happy Thursday,

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:

Google Gemini

Overview:

Google Gemini is Googles LLM (similar to OpenAI’s ChatGPT). It can carry out the same tasks as a traditional LLM, but has added features within the “Canvas” workspace. Gemini is able to seamlessly transform the data it presents to you into various client-ready formats within one integrated environment. The deep research feature operates like having a dedicated analyst who creates detailed investigation plans, sources multiple references, and compiles findings into structured reports. Canvas then becomes your content studio, converting those reports into newsletters, infographics, audio overviews, and even interactive web elements. The Canvas feature and options is unique for Gemini relative to other LLMs.

How to apply Gemini to the business today:

• Transform market research into client newsletters with professional formatting and visual elements

• Generate multi-format content campaigns from single research topics for different client preferences

• Create audio summaries of complex financial reports for clients who prefer listening over reading

• Develop educational infographics that simplify market data for visual learners

• Convert lengthy investment research into digestible newsletter formats for regular client communication

Advanced:

• Build comprehensive client education series by researching complex topics and creating multimedia content libraries

• Generate prospect nurturing campaigns with coordinated written, visual, and audio content from unified research

• Create compliance-friendly market commentaries with built-in source citations and disclaimers

• Develop interactive web-based presentations that clients can explore at their own pace

• Leverage Gemini’s ability to access your own documents to pair with Gemini’s deep research to create company specific perspectives enhanced with LLM research.

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

Gemini represents the evolution toward true omnichannel content creation, where a single research effort generates materials optimized for every client communication preference. This shift matters because it addresses a fundamental challenge in wealth management: different clients consume information differently, yet creating multiple versions of the same content traditionally required exponential time investment.

The broader transformation involves how firms approach thought leadership and client education. When research can be instantly converted into newsletters, infographics, podcasts, and interactive content, the limiting factor shifts from production capacity to content strategy. Firms that master this workflow will establish new benchmarks for educational value and client engagement frequency.

More significantly, this technology democratizes sophisticated content creation across firm sizes. Solo advisors can now produce the kind of comprehensive, multi-format educational materials that previously required dedicated marketing teams, fundamentally changing competitive dynamics in client communication and thought leadership positioning.

See Gemini in action:

In this video I showcase the complete journey from research question to finished content suite. I start by asking Gemini to research historical stock market performance across different political configurations—unified governments, divided governments, and various party combinations. Watch as the platform creates a detailed research plan, then methodically investigates multiple sources while showing its thought process in real-time. The resulting report includes comprehensive data tables spanning back to 1857, complete with source citations and appropriate compliance disclaimers. Then comes the transformation magic: using Canvas, I convert this research into a client-friendly newsletter, compress it into a shortened version, generate a visually striking infographic with charts and sector analysis, and create an audio overview featuring two AI hosts discussing the findings in conversational dialogue. What emerges is a complete content ecosystem from a single research query—demonstrating how modern AI tools can multiply content creation efficiency while maintaining quality and accuracy across multiple formats.The best is ahead!

-Matt