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:

Veeso AI

Overview:

Veeso AI is a design generation platform that takes raw text or documents and converts them into polished, production-ready visual layouts. The layouts include infographics, one-pagers, and even web pages. And they are built without requiring any design skills or software. You feed it content, describe what you want, and it builds a visually structured design you can edit, export as a PDF or image, or share as a live URL.

The platform operates like a design-literate AI agent. It doesn't just format text. It interprets your content, organizes it hierarchically, selects visual treatments, and builds something that looks like a professional creative studio produced it. Everything it generates is fully editable, so you're not locked into what it produces. You can swap images, change text, adjust layouts, and export in whatever format fits your workflow.

For advisors who have always wanted polished visual materials but don't have a design team behind them, Veeso sits in a genuinely interesting gap… somewhere between a document and a designed presentation, and much faster than either.

How to Apply Veeso AI to the Business Today

• Pre-meeting infographic from a client intake form. Upload your new client information sheet or onboarding questionnaire and prompt Veeso to generate a prospect summary infographic. Walk into your first meeting with a visually organized snapshot of everything they shared — income, assets, liabilities, planning priorities, family details — displayed in a format clients actually want to look at.

• Post-meeting recap deliverable. After a client review, convert your notes or CRM summary into a clean one-page visual recap. Rather than emailing a wall of text or a clunky PDF, you send something that looks considered and organized.

• Quick visual for a complex concept. Estate planning structure, Roth conversion ladder, Social Security timing — whenever you're explaining something with moving parts, drop the key details into Veeso and let it build the visual aid. Much faster than building a slide.

• Referral-ready family summary. When a client refers someone, create a quick visual profile of that new prospect based on what the referring client shared. Walk into the introduction meeting having already done the work.

• Event or seminar one-pager. Feed it your talking points and audience details. Ask for a clean, branded summary document for attendees. Replaces what used to require a designer or an hour in Canva.

Advanced

• Personalized planning pages for each household. Veeso can generate a shareable URL — essentially a mini landing page — for each client family. Imagine every annual review comes with a custom digital page summarizing their plan, priorities, and next steps. That's a deliverable that feels institutional, not solo-practitioner.

• Intake form incentive. The more information a prospect gives you, the better their pre-meeting infographic. This creates a natural, value-based reason for prospects to complete a thorough onboarding questionnaire — they get something tangible in return.

• Client-facing financial snapshot. Build a quarterly one-page visual summary — net worth, allocation, progress toward goals — that complements rather than replaces your formal reporting. Some clients absorb visuals far better than tables and charts.

• Multi-format content from one source document. A single detailed planning memo could generate an infographic for the client, a summary one-pager for the file, and a visual talking guide for the advisor. One document, three formats, minimal additional effort.

• Templated workflow for new business. Develop a standardized intake-to-infographic workflow that every new prospect moves through. By the time someone arrives for their first meeting, the visual summary is already prepared. That kind of operational consistency signals something meaningful about your firm's process.

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

There's a version of this industry where every advisor has an in-house creative team — someone to design client-facing materials, build presentation decks, and make complex financial information digestible. Most of us don't have that. What Veeso suggests is that the gap between firms with design resources and those without has closed.

The more interesting implication isn't just efficiency. It's expectation-setting. When a prospect comes in for a first meeting and you hand them, or display, a beautifully organized visual summary of everything they shared with you, you're communicating something about how you operate. You're telling them this is a firm that actually processes information, not just collects it. That perception is hard to quantify, but every advisor who's ever closed a competitive opportunity knows how much of the decision comes down to how the firm made the prospect feel.

If tools like Veeso become part of standard new-business workflows, the advisors who aren't using them won't necessarily lose clients, but they may lose the impression battle more often than they realize.

See Veeso AI in Action

I went into this one completely blind (as I have been lately as it is more fun!). I had no idea what to expect from a tool that promises to turn raw text into polished designs. So I pulled a client (made up client, no personal information) intake form, loaded it into Veeso, and typed one prompt asking for a pre-meeting infographic for a wealth management prospect meeting.

What came back stopped me mid-video. A full visual breakdown of the Doe family. Everything from household income, balance sheet, planning priorities, elder care considerations, education funding gaps, and a first meeting agenda. And it was all organized into something I could have used the next day (heck even that day). I could export the infographic or present via a shareable URL. And it also helped generate another idea that is really interesting. Live in the video, something it did led me to think of a new idea. It showed, real time, how AI doesn’t create the new ideas but can help spur them.

In this demo, you'll see exactly what one prompt produces, how the editing works, and why I finished the video thinking about overhauling how I handle new prospect meetings.

-Matt