Jamie finally landed the meeting with Bob who has $50M+ in investable assets. It would be a total game-changer to win this client. But Jamie really needs to impress Bob given the stiff competition to win this new business.

Earlier in the week Bob sent over his statements. Jamie knew that Bob was looking for a wealth advisor with a highly personalized approach and deep industry expertise. The generic slide deck was just not going to cut it in order to win over Bob. But Jamie has a secret advantage ...

Jamie has a powerful AI configuration. It is connected to AlphaVantage's real-time market data via a "connector". It also incorporates "SKILLS" which calculates valuation metrics with the exact assumptions Jamie prefers ... not some generic process prone to AI hallucinations/miscalculations.

An AI assistant asked to calculate the intrinsic value of NVIDIA for a prospective client's portfolio. It pulls fundamentals through the Alpha Vantage connector and returns a Graham Number of $34.41 and a single-stage DCF of $55.11 per share against a current price of $200.75, shown next to the client's $51.5M portfolio holdings table.

It determines that Bob's NVIDIA holding is trading at a price well above the intrinsic value. Jamie's inner Ben Graham voice says that it is time to sell. But Jamie's inner Ray Dalio voice (which suggests holding 15 high-quality, uncorrelated assets) has an interesting question first: are these assets at least uncorrelated? Unfortunately, the correlation coefficient is particularly high at 0.69.

The AI assistant builds a correlation heatmap of the five portfolio holdings from five years of monthly returns, showing NVDA correlates 0.69 with VTI, the portfolio's largest position.

The process was simple with AI. Not the drudgery previously involved in using a copy-paste Excel model. Nor did it require upgrading to that premium SaaS feature which would cost them a small fortune. It was impressive. But it was only a time saver for Jamie. It wasn't going to truly impress Bob. The next part is what really warmed Jamie up to using AI ...

For years, Jamie wanted to hire someone with strong slide and visual design skills. The outputs produced by Jamie's lean team looked fine. The outputs produced by bigger firms looked great. Then AI leveled the playing field.

The AI assistant asked to build a branded graphic showing NVIDIA priced above intrinsic value and heavily correlated with the portfolio's largest holding. It returns a finished navy-on-white Invisionary Financial infographic pairing the valuation bars with the correlation matrix.

Jamie's AI leverages their firm's official brand standards to build impressive-looking outputs. In minutes, it has a draft. It is rooted in Jamie's deep financial wisdom. But it looked like it came from a professional designer. It was the type of deliverable that Bob would find impressive too.

The key is that the process only took a few minutes. Not hours. And with this speed, it became possible for Jamie to build these for all prospective clients. Not just the UHNW ones like Bob.

More time could be spent on the value-add work. Less time was spent on the tedious work. And when Jamie was ready to add another employee to the firm, it was not a designer. It was another financial professional. AI allowed Jamie to focus firm resources (time, money, people) on the things that directly grew and improved their service.