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:

Lindy

Overview:

Lindy is an agentic AI platform that creates automated workflows—think of them as digital assistants that execute tasks on your behalf. What makes Lindy particularly interesting is their recent launch of conversational agent building. Instead of wrestling with complex workflow builders, you simply tell Lindy what you want in plain English, and it constructs the automation for you. The platform connects multiple systems (email, research tools, communication platforms) to create seamless workflows. While there's a learning curve and some troubleshooting involved, the payoff is significant—what used to require an engineer and tens of thousands of dollars can be done for under $100.

How to apply Lindy to the business today:

• Forward client questions to a research agent that provides fact-checked responses you can customize and send

• Automate follow-up email drafts based on meeting notes or client interactions

• Create prospecting sequences that research prospects and draft personalized outreach messages

• Build compliance review workflows that flag potential issues in communications before sending

• Set up meeting preparation agents that research attendees and compile relevant talking points

Advanced:

• Integrate with your CRM to trigger research and response workflows based on specific client actions or lifecycle stages

• Create multi-step nurture sequences that adapt based on client responses and engagement patterns

• Build portfolio review agents that compile market research and generate client-specific commentary

• Develop proposal automation that researches prospects and customizes presentations based on their business profile

• Construct comprehensive onboarding workflows that guide new clients through documentation while keeping your team informed

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

The shift toward agentic AI represents a fundamental change in how we think about delegation. We're moving from "I need to do this" to "I need to teach something to do this for me." The advisors who embrace this thinking will create significant competitive advantages—not just in efficiency, but in consistency and quality of client communication. My example here is telling: a 20-minute upfront investment now delivers researched, psychologically-informed responses in under a minute. Multiply that across dozens of client interactions weekly, and you're looking at hours of reclaimed time that can be redirected toward high-value activities. The challenge isn't the technology—it's developing the discipline to invest that initial setup time and the wisdom to know which processes deserve automation versus personal attention.

See Lindy in action:

Watch as I build an email research agent from scratch using nothing but conversational prompts—then see it automatically research and draft a client response in real-time. The most striking moment comes when I look in my inbox that I have received the AI-generated response: "It's like I now have a human doing all this for me." You'll learn exactly how I navigated the inevitable troubleshooting that comes with agent building, plus see the specific prompts that made the difference between failure and success.

-Matt