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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.

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The AI Edge

AI Application:

Supercut

Overview

Supercut is a video recording and messaging platform, think Loom, but with AI baked more deeply into the workflow. You record your screen, your camera, or both, and the tool processes the video to give you a searchable transcript, AI-generated chapter breakdowns, and the ability to ask questions directly about the recording. The editing layer lets you cut words, add zoom, and adjust your layout after recording, so what you send to a client doesn't have to look like a raw screen capture.

What makes it interesting isn't just the recording, it's what happens after. You can ask the AI to summarize what was covered, pull out key moments with timestamps, and generate an email-ready summary that links directly to specific clips. There's also a "stacks" feature that lets you bundle multiple recordings together, so a client could have one organized place with their quarterly review, a market update, and a planning walkthrough all in sequence.

It's a tool built around the idea that video communication doesn't have to be a one-way broadcast. It can be structured, navigable, and, with the AI layer, more useful the second time a client watches it than the first.

How to apply Supercut to the business today:

• Asynchronous portfolio reviews. Record a 5-7 minute walkthrough of a client's portfolio statement and financial plan, send it with an AI-generated summary, and let clients engage on their own schedule. Families with complex dynamics — two spouses with different engagement levels, adult children involved in planning — can all watch at their own pace without you scheduling another call.

• Client-ready meeting recaps. After a live meeting, record a short follow-up video summarizing what was discussed and what comes next. The AI can generate the timestamped summary for you, which becomes the body of your follow-up email. You stop spending 20 minutes writing meeting notes and start spending 5 minutes recording them.

• Stacked content by client household. Use the stacks feature to create a dedicated video library for each family — quarterly reviews, planning updates, market commentary. When a client has a question at 9pm, they have a place to look before calling you.

• Internal process documentation. Record yourself walking through a workflow — onboarding a new client, preparing for a review, handling a transfer request — and let the AI generate an SOP from it. New team members get a searchable, timestamped reference instead of a shadow-and-learn session.

• Market and planning explainers. Short topic-specific videos — what's happening with interest rates, how to think about Roth conversions this year — recorded once and shared with multiple households. The AI-generated summary makes each one feel personalized even when the underlying content isn't.

Advanced:

• Templated review workflows. Build a reusable recording template — intro, portfolio review, planning highlights, next steps — that you run through for each household with minimal variation. Over time, you're running 3-4 reviews in a two-hour block rather than scheduling individual calls. The structure makes the AI summarization more consistent across recordings.

• Compliance-ready documentation. The transcript and timestamped AI summary create a de facto record of what you communicated and when. For firms navigating documentation requirements around client communications, this starts to look like a useful audit trail — though your compliance team should weigh in on how it fits into your existing framework.

• Segmented client communication. Use zoom and layout editing to highlight different parts of a client's plan based on what's most relevant to them right now — a client approaching retirement gets a different edit than one who just started saving. Same recording session, different emphasis.

• Team collaboration layer. Share internal recordings with your associate or planning team with specific callouts about what to follow up on. It's a faster way to hand off context than a written email, and the searchable transcript means nothing gets lost.

• Onboarding experience. Create a "getting started with our firm" video stack for new clients — how to use your portal, what to expect in your first year together, who to call for what. It's the kind of thing that used to require a welcome packet and a kickoff call. It can now live in a stack they can return to.

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

We've been trained to think of client relationships as primarily synchronous — scheduled calls, in-person meetings, real-time conversation. That model made sense when the alternative was a phone tag spiral. But clients have changed. They're used to consuming information on demand, rewinding when they miss something, and engaging with content at 10pm after the kids are in bed.

Asynchronous video starts to close that gap without sacrificing the personal dimension. A written quarterly update doesn't carry the same weight as watching your advisor walk through your portfolio and say your name. AI-generated summaries and timestamps don't replace that, they make it easier to act on.

The competitive implication is probably most relevant for smaller firms. A one- or two-person practice recording structured reviews and stacking them by household starts to deliver something that used to require a dedicated client service team. Whether clients will come to expect this kind of experience is a reasonable question. What seems clearer is that advisors who get comfortable with this format now will have a head start on building it into their process before it becomes a baseline expectation.

See SuperCut in action:

In this demo, I sign up for Supercut for the first time and immediately test it by recording a financial plan walkthrough, the same deck created in Claude Design from a few weeks back, while Loom is running simultaneously. The moment worth watching: I ask the AI to generate an email summary for the clients in the video, and it comes back with a timestamped breakdown that links directly to the relevant clip. It's one of those small product details that stops you mid-demo. The rest of the video covers the editing tools, the stacks feature, and how I'd think about using this alongside Loom rather than replacing it.

-Matt