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:

Jellypod

Overview:

Jellypod is an AI podcast studio that transforms your written content or ideas into professional-quality podcasts using AI-generated hosts and voices. The platform lets you upload blog posts, research notes, or any written material, then automatically creates episode outlines, scripts, and audio with multiple AI hosts having natural conversations about your content. You can clone your own voice or use pre-built professional hosts, customize the tone and style, and publish directly to major podcast platforms. What makes this particularly interesting is how it turns one piece of content into a completely different format - your market commentary blog becomes a 9-minute podcast discussion between knowledgeable hosts. The AI handles the heavy lifting of creating engaging dialogue, natural transitions, and professional production quality without requiring any audio engineering skills.

How to apply Jellypod to the business today:

• Transform your existing blog posts and market commentaries into daily 5-15 minute podcasts for client distribution

• Create segmented podcast series for different client demographics - one for retirees, another for business owners, each with tailored content and branding

• Convert client meeting summaries or planning concepts into educational podcasts that reinforce key points after appointments

• Repurpose webinar content or presentation materials into bite-sized podcast episodes for ongoing client education

• Use your research notes and industry insights to create consistent weekly content that positions you as a thought leader

Advanced:

• Develop multiple branded podcast channels targeting different prospect segments with customized voices and positioning strategies

• Create prospect nurturing sequences where podcast episodes progressively educate potential clients through your planning philosophy

• Build a content multiplication strategy where one piece of research becomes a blog, podcast, social posts, and video content simultaneously

• Integrate podcast creation into your team's workflow where junior advisors contribute content that gets transformed into your voice and perspective

• Launch industry-specific podcast series that become lead magnets and referral sources from centers of influence

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

We're moving toward a world where advisors who consistently communicate will dominate client mindshare. The challenge has always been the time and skill required to create quality content across multiple formats. Jellypod essentially removes the production barrier from podcasting, which matters because audio content creates a different kind of intimacy than written communication. Clients hear your perspective discussed conversationally, which builds trust in ways that newsletters alone cannot. The real opportunity isn't just efficiency - it's frequency. When you can turn any piece of content into a professional podcast in under 10 minutes, you can experiment with daily communication without burning out your team. Clients will increasingly expect this level of personalized, frequent touchpoints. The advisors who figure out scalable content creation now will own the attention of their ideal clients while their competitors are still debating whether to start a newsletter.

See Jellypod in action:

Watch as I literally build a podcast from scratch in under 10 minutes, starting with nothing but a blog post about bringing laughter into professional conversations. You'll see the voice cloning process, how the AI creates natural dialogue between multiple hosts, and hear the final result - a 9-minute professional podcast that sounds like a real conversation between industry experts. The most striking moment comes when you realize this entire production, which would normally require hours of planning, recording, and editing, happens automatically while I'm explaining the process. You'll learn exactly how to set up your own voice clone, structure content for maximum engagement, and turn your existing written materials into a consistent podcast presence.

-Matt