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:

Opus Clip

Overview:

Opus Clip is an AI tool that hunts for the gold in your long-form videos. Upload any video—a client webinar, market update, or team introduction—and it automatically mines it for shareable moments, transforming an individual video into 16 distinct social media clips, complete with captions and visual styling. Think of it as having an invisible video editor who works in the background while you're handling client calls. What makes Opus Clip particularly interesting isn't just the slicing and dicing, but the intelligence behind it—the AI recognizes meaningful segments and natural breaking points, rather than arbitrary time cuts. The platform doesn't stop at creation either; it provides customization options for fonts, caption styles, and even AI-generated B-roll to match your firm's aesthetic. It's essentially turning what was once a weekend project into a background task that happens while you're reviewing portfolios or meeting with clients.

How to apply OpusClip to the business today:

• Upload client education webinars to generate multiple focused clips on specific topics

• Create tailored market commentary snippets from longer quarterly updates

• Extract key insights from investment committee meetings for client-facing content

• Repurpose compliance-approved presentations into digestible social media snippets

Advanced:

• Combine Opus Clip with Claude or ChatGPT to transform video transcripts into companion blog posts

• Create a content library of evergreen financial concepts that can be deployed strategically throughout the year

• Develop client onboarding video series with corresponding social clips for each stage of the client journey

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

As we continue to enter a world where differentiation in our services is harder, the value put on showing who we are will continue to be of greater importance. Content creation that shows your authentic self will allow us to differentiate in a noisy and crowded space. I believe OpusClip represents a fundamental shift in how we think about advisor marketing, moving from occasional high-effort campaigns to consistent, omnichannel presence. This shift matters because client trust is increasingly built through digital touchpoints long before the first meeting.

What's particularly powerful about this approach is how it transforms the economics of content creation. When a single 20-minute market update can generate 16 distinct pieces of content, the return on that initial investment multiplies exponentially. For wealth managers who have historically viewed content creation as too time-intensive, this tool fundamentally changes the equation—allowing even solo practitioners or small teams to maintain the digital presence once reserved for firms with dedicated marketing departments.

See OpusClip in action:

In this week's video, I demonstrate how a single 18-minute presentation transforms into 16 distinct social media clips with minimal effort. You'll see firsthand how Opus Clip automatically generates captions, allows for brand customization, and even creates optional B-roll footage. What struck me most during this demonstration wasn't just the time savings, but the quality—clips that would typically require a video editor maintain professional polish throughout. Watch how I take one of these auto-generated clips and personalize it with custom fonts and highlight effects in just seconds. For advisors who've wanted to leverage video but been intimidated by the technical aspects or time commitment, this tool removes those barriers completely. Most importantly, I talk about how this connects to a complete content ecosystem—using the transcript to generate companion LinkedIn posts and blog content that amplify your message across channels.

The best is ahead!

-Matt