For financial advisors in Austin
Stop writing up every meeting and chasing onboarding paperwork.
You've already found some wins with ChatGPT or Claude. But something tells you it could do a lot more.
- Free
- Under an hour
- No pitch
No pitch. You leave with the first job to hand to AI.
Where the hours go for financial advisors
Your team does these jobs by hand again and again, and the hours add up.
- Meeting notes and follow-up tasks written up after every meeting
- Onboarding paperwork and account-opening forms
- Compliance documentation and archiving
- Quarterly review prep
- Prospect follow-up after the first meeting
Calibrate your tech, marketing and operations with the system I run my own business on.
I'm here in Austin. I used this same system to build Schedule Wrangler, the scheduling software real preschools run their staffing on.
How we Calibrate Your Business
You walk me through how your week really goes. I do the building, and what we build is yours.
1. Discovery
We find your biggest opportunity.
2. Mapping
We rank your pain points by the time they'd save.
3. Calibration
We fix your top pain points with AI, and optimize your procedures as we go.
4. Acceleration
You take what we've built and run with it.
The tools financial advisors already run on
You know these tools best. I keep what earns its keep and cut what doesn't.
- Your CRM
- Your compliance archive
- Email and spreadsheets
Example Calibrations
How should a financial advisor onboard a new client?
A checklist could show which forms each client still owes and send gentle reminders, so you are not tracking it from memory.
What could make financial advisor meeting notes less of a chore?
A clean set of notes and a task list could come from your recording or jottings, with you correcting them.
How can I prepare for client review meetings faster?
The data you already pull could be arranged into a review packet in your usual order, for you to check.
Agreed target, or your money back
Before I build anything, we write down the task, the hours it takes today, and the hours it should take when I'm done. If the build doesn't hit that number, I fix it. If I can't, you get 100% of your money back.
Find the first job to hand to AI
In a free call we go through your week together. You leave knowing which job to hand to AI first.