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:

PageOn

Overview:

PageOn AI transforms any concept into visual stories through intelligent presentation design. Picture having a designer who can understand both vast amount of complex topics and compelling visual communication—PageOn bridges that gap by converting your ideas into infographic-style presentations that actually educate rather than overwhelm. What makes this platform distinctive isn't just the speed of creation, but how it thinks about information architecture. Each slide becomes a micro-infographic, turning dense concepts into digestible visual narratives. The real breakthrough lies in its interactive AI blocks—whiteboard sketches, data graphics, and custom diagrams that respond to natural language prompts. Instead of wrestling with PowerPoint templates or expensive design software, you describe what you want to show, and PageOn constructs the visual framework that makes complex ideas click for clients.

How to apply PageOn to the business today:

• Transform tax strategy explanations into visual comparisons that clients actually understand

• Create portfolio review presentations that tell the story behind the numbers

• Build educational content libraries covering retirement planning concepts with consistent visual branding

• Generate client-specific scenario analysis presentations comparing different financial strategies

• Develop onboarding materials that walk new clients through your planning process visually

Advanced:

• Establish systematic content creation workflows where junior team members draft presentations for senior advisor refinement

• Build comprehensive financial education series with coordinated visual themes across multiple planning topics

• Create dynamic presentation templates that automatically populate with client-specific data and scenarios

• Generate interactive client meeting materials that adapt based on real-time discussion points

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

Here's what I think happens when tools like PageOn become mainstream: client meetings start feeling more like consultations and less like data dumps. We've all been in those presentations where you're throwing charts at clients hoping something sticks. Now imagine every tax strategy explanation feeling as clear and engaging as your favorite YouTube explainer video.

The competitive implications are interesting too. When your prospect receives a beautifully designed, easy-to-follow presentation about their retirement planning options, and your competitor shows up with generic PowerPoint slides full of bullet points, the choice becomes pretty obvious. Visual communication quality becomes a differentiator that clients can immediately recognize and value.

But what really excites me is how this levels the playing field. A solo advisor working from home can now create presentation materials that look like they came from a firm's professional marketing department. The gap between what large firms can produce versus independent advisors continues shrinking, and that trend reshapes competitive dynamics across our entire industry.

See PageOn in action:

This weeks video captures the complete journey from concept to finished presentation, starting with a complex Roth conversion explanation. Watch as I input a detailed scenario—a client in the 24% tax bracket seeking education on conversion strategies—and observe PageOn construct a comprehensive presentation in real-time, complete with tax bracket visualizations, growth projections, and strategic timing considerations. The magic happens when I add interactive AI blocks: sketching custom line charts that compare portfolio values with and without conversions, then creating strategic diagrams that break down bracket management approaches I never would have conceived on my own. What emerges isn't just a presentation—it's a visual education system that transforms abstract tax concepts into clear decision-making frameworks. The platform doesn't just save time; it elevates the entire conversation from data explanation to strategic insight, showing how the right visual approach can make even the most complex financial planning feel approachable and actionable.

-Matt