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:

Lovable

Overview:

Lovable transforms the coding barrier into a conversation. This platform lets you build functional websites, landing pages, and web applications using nothing more than plain English descriptions. Think of it as having a developer who never sleeps, never questions your vision, and translates your ideas into hundreds of lines of working code in real-time. What makes Lovable particularly compelling isn't just the technical magic—it's how it democratizes digital creation. You describe what you want, watch the code write itself, then refine through natural conversation. The platform handles everything from responsive design to file uploads, creating professional-grade websites that would typically require weeks of development time and thousands of dollars in contractor fees. It's essentially turning every advisor into their own tech team, limited only by imagination rather than coding knowledge.

How to apply Lovable to the business today:

• Create lead capture landing pages for specific investment strategies or market outlooks

• Build client resource portals with downloadable guides and educational materials

• Develop interactive calculators for retirement planning or investment scenarios

• Design event registration pages for webinars and client appreciation events

• Generate quick prototypes to visualize internal process improvements or client portal enhancements

Advanced:

• Build comprehensive client onboarding workflows with multi-step forms and document collection

• Create dynamic market commentary sites that update automatically with new content

• Develop internal tools for team collaboration and client data visualization

• Design A/B testing environments for different marketing messages and layouts

• Construct client-specific microsites for high-net-worth families with personalized content and resources

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

Lovable represents a fundamental shift in how wealth management firms approach technology solutions. Traditionally, digital innovation required either expensive development contracts or accepting generic, one-size-fits-all platforms. Now, the ability to rapidly prototype and deploy custom solutions changes the innovation timeline from months to minutes.

This democratization of development means smaller firms can compete with larger institutions on digital experience without the corresponding technology budgets. More importantly, it enables real-time adaptation to client needs—when a specific market event requires immediate communication or a new compliance requirement demands a different workflow, advisors can build solutions themselves rather than waiting for vendor updates or hiring consultants.

The deeper implication is how this reshapes client expectations. When creating professional, interactive experiences becomes this accessible, the bar for digital engagement rises across the entire industry. Firms that embrace these tools now will set the standard that others must follow, while those who wait will find themselves playing catch-up in an increasingly digital-first client experience landscape.

See Lovable in action:

In this week's video, I demonstrate building a complete lead capture website from scratch using nothing but conversational English. Watch as I transform a simple request—"create a landing page for visitors to download a PDF after entering their contact information"—into a fully functional website with professional design, responsive layout, and working form submission. What strikes me most about the demonstration isn't just the speed, but the iterative refinement process. When I decided the initial blue theme felt too corporate, I simply asked for "a lighter tone more appropriate for wealth management clients," and watched the entire color scheme and messaging adapt in real-time. The platform even anticipates needs I hadn't considered, automatically generating compelling copy about market trends and portfolio insights for a PDF I hadn't yet provided. For advisors who've had ideas for client tools or marketing pages but been stymied by technical barriers, this removes every excuse except imagination.

The best is ahead!

-Matt