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:

Perplexity Comet

Overview:

Perplexity Comet isn't just another browser—it's what happens when you give Chrome a PhD in conversation. Built on the familiar Chrome foundation, Comet transforms every webpage from a static document into an interactive dialogue partner. The browser includes Perplexity's AI assistant natively, meaning you can ask questions about market updates directly from your new tab page. But the real magic happens with the Assistant feature that appears on any website you visit. Instead of reading through lengthy articles or dense financial reports, you simply highlight text and ask questions. The AI pulls from multiple sources to give you comprehensive answers, turning passive consumption into active investigation. It's like having a research analyst sitting next to you, ready to dive deeper into any piece of information you encounter while browsing.

How to apply Comet to the business today:

• Replace morning market research routine by asking the new tab page for daily market updates instead of visiting multiple financial news sites

• Use the Assistant feature to quickly digest lengthy regulatory documents or complex financial articles by highlighting key sections and asking for plain-language explanations

• Analyze competitor websites by highlighting their service descriptions and asking the AI to compare their offerings to industry standards

• Process client-sent emails about market concerns by having the AI summarize key points and potential portfolio implications

• Speed up due diligence research by highlighting fund prospectus sections and asking for risk assessment summaries

Advanced:

• Create systematic client communication workflows where the AI analyzes market news and generates talking points for upcoming client meetings

• Develop automated email responses to common client inquiries by having the AI analyze the question and draft responses based on your firm's investment philosophy

• Build research processes where the AI synthesizes information from multiple financial sources into comprehensive investment thesis documents

• Use the browser's email integration to automatically draft client updates based on portfolio performance data and current market conditions

• Implement the AI as a training tool for junior advisors, having it explain complex financial concepts found on regulatory or research websites

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

We're watching the internet evolve from a library into a conversation partner. When every piece of financial information becomes instantly interactive, the advantage shifts to advisors who can ask better questions, not just consume more content. This changes how we stay informed, how we research opportunities, and how we communicate insights to clients. The real competitive edge won't be access to information—that's becoming democratized. It'll be the quality of your curiosity and your ability to synthesize insights quickly. Clients will expect faster, more thorough responses to their questions because the tools to provide them are becoming ubiquitous. The firms that integrate conversational browsing into their daily workflows will simply move faster than those still reading articles the old way.

See Comet in action:

Watch the moment when I highlighted a client email asking about investment options, and the AI not only analyzed their request but automatically drafted a personalized response with specific ETF recommendations—then sent it directly from my Gmail account. The entire process, from analysis to delivery, took less than 5 minutes instead of the hour it would normally require. You'll see how browsing transforms from passive reading to active investigation, and why this might be the most practical AI breakthrough yet for busy advisors.

-Matt