The FA Amplifier Vol. 4: AI Tools to Elevate Your Practice

Welcome to the September edition of The Financial Advisor Amplifier: a newsletter curated by Advisors Growing As a Community?, where valuable insights from within our community are clipped and shared with all financial advisors.

Our aim is to provide you with actionable strategies and resources to help you thrive in your advisory practice and serve your clients with excellence.

Ready to grow personally and professionally alongside your peers in a safe, collaborative community? Come join our Open House on September 30th, 12PM ET and learn why 160+ financial advisors choose The AGC? to elevate their game! If you can't make it, feel free to schedule a 1:1 call with me personally.

- Haley Marx, AGC Community Manager ([email protected])

What's Inside:

• AI Tools to Elevate Your Practice
• AGC Open House and Q&A - You're Invited!

In the world of financial advising, leveraging cutting-edge technology is key to staying competitive, efficient, AND not wasting precious hours in your day. The AGC community has embraced a range of powerful AI tools that are transforming the way we work and connect with clients.

Here’s a closer look at some standout solutions our members are using:

AI Tools to Elevate Your Practice

1?? Jump - Advisor AI

Jump - Advisor AI is an AI Advisor Meeting Assistant that cuts advisor team meeting admin time by 90% while elevating the client and advisor experience by putting meeting prep, notes, CRM updates, recap emails, task wrangling, and more on AI autopilot.?

Features:

• Meeting notes in exactly your style
• One-click CRM updates
• Pre-meeting prep one-pagers
• Follow-up emails
• Smart, syncable tasks
• Ask any question about a meeting to remind yourself what happened and make sure you got the details right?
• Mobile app

2?? Wealthfeed?

WealthFeed is a prospecting tool that helps advisors identify money-in-motion prospects in their local area, in real-time, to grow their book of business and increase client retention.

Features:

• Discover?your niche target prospects
• Enrich?your current database with insightful data points and up-to-date contact information
• Receive?alerts?when new local prospects meet your saved search criteria
• Identify?relatives of your database, along with their respective contact information
• Identify?9 unique money-in-motion events happening in your local area, in real-time
• Monitor?your current client base for money-in-motion events on a go-forward basis

3?? VRGL?

VRGL provides a suite of tools designed to empower wealth management firms to streamline the investment proposal and client acquisition process.

Features:

• Risk Tolerance
• Statement Aggregation
• 5 Pillar Analytics
• Proposal Management
• Ongoing Monitoring

4?? OpusClip

OpusClip turns long videos into shorts, and publishes them to all social platforms in one click.

Features:

• AI that adjusts clips for various aspect ratios, detecting speakers and moving objects for optimal viral presentation
• AI that identifies the most compelling hooks, extracts highlights from different parts of your video, and rearranges them into cohesive viral short videos
• AI that automatically generates a score to show the virality potential of each short clip
• You can give the AI instructions on what to clip, and how to clip it
• AI that generates contextually relevant B-roll, making video engaging and stunning, even if your original content does not have an A-roll
• Collaborate seamlessly with your teammates in your workspace
• Directly post shorts to your channels, or schedule for later
• Easily export to Adobe Premiere Pro for more advanced editing

5?? Typefully

Typefully is a content development app for Twitter and LinkedIn content creators. Write, schedule and boost your messages directly from the app.

Features:

• Get suggestions, tweet ideas, and rewrites powered by AI
• Turn your tweets & threads into a social blog
• Easily track your engagement analytics to improve your content and grow faster
• Get prompts and ideas whenever you write with examples of popular tweets
• Share drafts & leave comments so you can write with your teammates and get feedback with comments
• Create giveaways with Auto-DMs – Send DMs automatically based on engagement with your tweets

6?? Fathom - AI Meeting Assistant

Fathom - AI Meeting Assistant is a free app that records, transcribes, and summarizes your Zoom, Google Meet or Microsoft Teams meetings so you can focus on the conversation instead of taking notes.

Features:

• Copy/paste your summaries & action items to Slack, Google Docs, Gmail, or your favorite Task Manager
• With Fathom you can share clips from specific parts of your meetings. Great to drop in Slack for context
• Fathom automatically syncs meeting summaries & tasks to your CRM
• Fathom transcribes and summarizes your meetings so you can focus on the conversation

7?? Investipal

Investipal is an AI-driven platform that helps you automate data gathering, win and onboard clients, build and manage portfolios, and stay compliant - without overpaying for multiple, disparate systems.

Features:

• White-labeled client onboarding
• AI brokerage account statement scanning
• Robust portfolio comparisons
• Conduct thorough analysis of yours and your client's existing portfolios
• Keep clients in the loop on their portfolio, sharing updates and real-time performance monitoring with clients in-app
• Understand your client's entire wealth picture with held-away account integrations, supporting over 12,000 institutions

8?? ForwardLane

ForwardLane Inc. is an AI insights platform that combines proprietary NLP with enterprise data aggregation to provide signals for client engagement along with personalized content. The product suite offers native CRM integrations along with an API framework to blend insights seamlessly into existing workflows.

• Asset Management–Improve decision-making, increase client engagement, boost revenue, and drive retention
• Wealth Management–Prioritize and customize client interactions by life stage, available funds, market trends, and more
• Insurance–Personalize your approach, streamline risk assessment, and improve the underwriting process

??? You're Invited to our Upcoming Open House

Feeling like you’re missing a strong support network in your practice? ??

The truth is, many financial advisors out there feel isolated. You’re juggling it all—clients, growth, compliance, marketing—yet finding the right community of peers can feel like a challenge. Our AGC community was created to give advisors like you a place to connect, collaborate, and share the journey with others who understand the unique demands of this profession.

Join us for our upcoming Open House and Q&A on Sept 30th, 12 PM ET and learn more about our community, ask questions, and see how The AGC can be the place where you level up with others who’ve got your back.

Thank you for reading our September Newsletter ?? See you next month!