147 Days. One Person.
No IT Department.
Everything below is in production for a financial advisory firm with 10,000 clients, 3 offices, 2 states. Every number is from the logs. Every screenshot is real.
Hand Us a Book of Business. We Hand You Back a Strategy.
A 25-year Medicare agent wanted to transition his clients to financial planning. He gave us carrier PDFs. 48 hours later he had a scored client list, personalized call scripts, filming script cards, a collaboration agreement, and a live show appearance strategy.
$ python3 score_book.py --input external_book/carrier_data/ [INFO] Extracted 431 records from 302 carrier PDFs [INFO] Deduplicated to 247 unique clients [INFO] Enriched with property data (the local county) [INFO] Scoring on 10 dimensions... Results: Hot: 41 clients (17%) — immediate outreach Warm: 204 clients (83%) — nurture sequence Cold: 2 clients (1%) — deprioritize [INFO] Generated 41 personalized call scripts [INFO] Generated filming script cards (3 scenes) [INFO] Generated collaboration agreement (MD + PDF + HTML) Done. Deliverables in output/external_book/
8 Agents. 42 Seconds. Every Advisor Prepared.
Before every appointment, our system pulls from phone recordings, Zoom meetings, Gmail, Salesforce, property assessors, annuity reports, and client reviews. The advisor gets a branded PDF brief before their coffee is cold.
Scoring Engine: Finding Who's Ready
10-dimension model validated against 449 real conversions. Predicts who will convert and writes the call script.
2,597 clients scored. 50 calls. 4 households booked.
218 Hot tier identified. 47 personalized call scripts generated. 266 hand-signed letters mailed with show invitations. 17 seats reserved. 9 showed.
6,152 prospects scored. 726 Hot tier.
726 personalized call sheets generated. Care Team Lead + a team member calling contest designed. Same engine, different book, same results.
247 clients from an outside agent. Model works with less data.
No call recordings. No financial history. Enrollment data only. Still scored, still generated scripts, still projected $80K revenue.
Content Intelligence: The Moat
A Content Machine That Never Sleeps.
From mining real conversations to publishing across 5 channels, every step is automated. The firm publishes 7 days a week with zero writers on staff.
WSJ-Inspired Newspaper Theme
Ghost CMS with live stock ticker, dynamic homepage layout, YouTube Shorts carousel, custom author system, "Easy Eddie's Take" sidebar. Publishes daily on autopilot.
Visit the Live Blog →Dual-Narrator AI Voices
Every article becomes a podcast episode. Eddie (Sadaltager) handles explanations. Betty (Kore) handles stories and CTAs. Multi-speaker TTS via Gemini. Auto-uploaded to podcast host, Apple Podcasts, Spotify.
Listen on Spotify → | Apple Podcasts →291 Newsletter Articles Republished
PDF-to-markdown parser extracted articles from 25 years of printed newsletters. Relevance scored, classified as evergreen vs time-sensitive, republished to Ghost with new images.
Blog → Facebook → Instagram
Caption generation, image resizing per platform (1200x630 FB, 1080x1350 IG), compliance disclaimer injection, Sheets approval queue, Meta Graph API publishing. 2,334 lines of code.
Fiscal Fridays: A Live Show That Books Appointments.
Dave Ramsey format. 20-seat studio in the main office. Real callers with real scenarios. The show IS the outreach tool. Call a dormant client, invite them to the show, they come, the relationship restarts naturally.
Professional Broadcast Studio
Multicam setup: main camera, audience DJI, wide angle. Teleprompter system. Live production from the northeast to the home state.
Watch on YouTube →
34 Data-Driven Overlays Per Episode
Section headers, lower thirds, big keywords, stat callouts, list displays, quote cards. All rendered via Remotion (React video framework).
Real Callers. Real Scenarios.
Pre-screened callers with retirement questions. Diagnostic Q&A. the advisor responds with whiteboard math. Audience plays along.
Full Promotional Package
Newsletter ads (StoryBrand SB7 framework), registration system (text FRIDAY), welcome videos, audience protocols, seat management.
Post-Production SOP
Tools Built From Real Client Needs.
7 White Papers. Full Production Pipeline.
Mine conversations for topics. Write. Fact-check .gov. Compliance review. 8 custom Eddie illustrations + 4 comics. WeasyPrint PDF. Landing page with email capture funnel. Next-day feedback email.
Browse the Library →Stay or Go: Medicare Cost Comparison
Employer health plan vs Medigap vs Medicare Advantage. IRMAA auto-calculation. SSA-44 appeal alerts. Save/load per client. Used at a municipal employer employee event.
Roth Conversion Playbook
13-page PDF with 8 custom illustrations. Interactive web app with sliders for income, conversion amounts, tax rates. Real-time output charts.
Try the Calculator →BeneficiaryBox: Inheritance Planning Kit
Physical locked box + 14-lesson online course + coaching. Color-coded modules (Green/Blue/Red). 3 tiers. 6 paying customers. ClickFunnels storefront.
Visit Site →Multi-Page Client Dossiers
Salesforce + phone history + Zoom analysis + property records + family tree mapping. Test: 97 intelligence nuggets for a single client.
Word Search Generator
Self-contained HTML tool for the monthly printed newsletter. Retirement vocabulary. HD PNG export via Canvas API. Branded navy/gold/ivory.
5 Websites. 3 Office Displays. One Laptop.
a national advisory firm
14 pages. Native booking funnel replaced ClickFunnels. Anti-spam (math CAPTCHA + honeypot + time trap). 67 redirects fixed. GA4 + GSC + Bing WMT. First real booking within 24hrs.
Visit Site →123Easy Medicare
14 pages. Premium design with Imagen 4.0 Ultra photorealistic images. Real workshop photos. Vimeo embed. Facebook Pixel for retargeting. Real client reviews.
Visit Site →Tthe firm Blog
WSJ-inspired Ghost CMS. 300+ articles. Live stock ticker. Dynamic homepage. YouTube Shorts carousel. Dual-narrator podcast. Auto-publishes daily.
Visit Site →BettySaidSo
Women 55+ content. 32 articles across 6 pillars. Pinterest integration. Betty AI persona. Phase 1-3 SEO complete.
Visit BettySaidSo → Visit Site →123Easy Studios
Custom PHP theme. Hormozi-style application form. GAS webhook to Sheet + Email + Chat. You're looking at it.
In-Office Display System
Flask server in the northeast serves live displays to Raspberry Pi kiosks in the home state and the second state over encrypted Tailscale mesh. Clients see their name on the welcome board when they walk in.
25 Daemons. Running 24/7. While the Team Sleeps.
$ launchctl list | grep com.ara com.ara.brief-watcher every 90s BUSINESS CRITICAL com.eddie.chat-responder every 15s 24/7 AI assistant com.ara.zoom-sync daily 5PM Zoom transcript pipeline com.ara.plaud-sync daily 5:15PM In-person meeting analysis com.ara.phone-transcribe daily 6PM Vonage call processing com.ara.annuity-ingest Tue 6AM Weekly commission reports com.ara.article-gen daily 5AM Content pipeline com.ara.social-publish daily 12:15PM Meta Graph API com.ara.accountability daily 8AM/5PM Staff check-ins com.ara.voicemail-poll every 60s Vonage transcription com.ara.fax-poll every 120s OCR + Salesforce match com.ara.nas-backup daily 2AM 650GB rsync to NAS com.ara.digest daily 6AM Morning briefing compile ... and 12 more
Vonage → Transcription → Salesforce → Chat Alert
Under 60 seconds. 6 Python files, 1,397 lines. Polls every 60 seconds. 15-minute escalation if unprocessed.
Local AI Vision OCR. No Cloud Costs.
llama3.2-vision reads incoming faxes. Matches to Salesforce contacts. Files to Box folders. 5 Python files, 673 lines.
Morning Check-In. EOD Report. Weekly Brief.
Eddie emails context-aware check-ins. AI synthesizes responses. Manager briefing compiled weekly. 1,603 lines. Runs without human intervention.
Message Eddie. 15-Second Response.
Google Chat responder. Intent routing to mentors, vector search, health checks, tasks. Claude Code primary, Ollama fallback. Works from phone or smart glasses.
958 Clients Screened for Rate Increase
30% rate increase announced. Automated underwriting pipeline: prescription drug analysis, qualification scoring, custom SF object (77 fields), call priority queue.
CMS + HIPAA + FINRA. Automated.
Disclaimers auto-appended. "Medicare" blocked from paid ads. PII scrubbed before any external API. Local models for sensitive data. Zero violations.
The Stack
The Full Inventory.
Every system, product, and capability built in 147 days.
Dream 100 Competitive Intel
100 targets tiered. 200 videos analyzed. 6,529 comments mined. Hook patterns extracted. 10 viral scripts written from real engagement data.
Virtual Mentors: 14 Leaders, 99K Chunks
Hormozi, Ziglar, Brunson, Dalio, Sinek, Miller + 8 more. Council mode. Local ChromaDB. "What would Hormozi and Ziglar say?"
8,600 Videos Searchable by Language
7 drives. 5,800 hours. Workshops, commercials, trainings. LanceDB vector index. Natural language search.
YouTube Channel →Training Library: 60+ Curated Recordings
Mined from 44K conversations. 4 modules. 50+ steal-worthy quotes. Used day one with new hires.
Retreat Intelligence
22 recordings. 10 parallel Claude agents with speaker ID. 40 commitments extracted. Master brief. Ongoing accountability tracking.
the firm 3.0 Organizational Design
Analyzed every team member's output from calls and emails. Performance reports with quotes. New roles, descriptions, salary research. The blueprint.
Advisor Departure: 48-Hour Lockdown
2,123 clients secured. 145K records preserved. 14,339 emails archived. 3.5GB data. Staff sentiment analysis. Reassignment plan executed.
Easy Eddie Character Bible
Flat 2D canonical design. 8 illustration poses. 4 comics per guidepost. Consistent across every touchpoint: blog, podcast, displays, emails, lobby TVs.
LinkedIn Content Agent
8-module Python agent. Mines real work for content seeds. 30-day calendar. "Chief Agent Officer" positioning. "Finding the dreamers."
$10/Day Ad Architecture
Meta + Google. HNW business owners 55-70. Facebook Pixel. GTM container. CMS compliance baked in. Campaign architecture ready to launch.
6-Agent Video Production Studio
Scriptwriter, Storyteller, Thumbnail Designer, SEO, Content, YouTube Manager. StoryBrand + PAS + Hormozi. Remotion rendering.
Three-Layer Search Strategy
SEO (traditional) + AEO (answer capsules, FAQ schema) + GEO (brand mentions, entity optimization). 84 URLs via Bing IndexNow. 6 competitors monitored.
3-Office Google Business Profiles
API integration. Automated review management. Service account manager. Location-customized content posting pipeline.
Carrier Product Research Engine
Automated scraping. PDF downloads. Provider directory lookups via Playwright. LaPro API for plan benefits. Fed the carrier screening + Stay or Go calculator.
Validated ROI Model
$2,847 LTV. 91% retention. 20% Medicare-to-financial conversion. Grand Slam Offer package. 9-feature acquisition scoring.
SBIR Federal Grant Research
NSF AI4/AI7 ($275K) + Army AI/ML RAG ($250K). Eligibility analysis. Agency fit ranking. Technology narrative drafted.
7-Part Acquisition Strategy
Built from real Salesforce P&L. Competitive landscape. Value prop. Playbook. Measurement framework. Risk analysis. Investor materials.
Idea Intelligence + Daily Digest
Automated idea capture, categorization, scoring. Time-sensitivity flagging. 9-step session boot protocol every time.
Smart Glasses Interface
Even Realities G2. Pre-meeting lookups, brainstorm capture, instant recall across 46K records. Interview assist mode. Conference networking.
Agentic Web Strategy
Optimized for Google AI Mode. Answer capsules. Agent.json protocol. All 3 sites audited. Built the day AI Mode launched.
Fiscal Footnotes: 40 Short Scripts
YouTube Shorts scripts for the lead advisor's documentary channel. Sourced from great-grandfather's "The Pirates of Finance."
"I Retired... Now What?"
Mined from 44K conversations. What people actually worry about, not what advisors think they should. Under alias. In progress.
Biographer Agent
Auto-documents accomplishments from sessions. Drafts portfolio content. 1,530 lines. This showcase exists because of this agent.
Print Newsletter QA System
10-step checklist for the monthly printed mailer. Fact-check .gov. CFP marks. CMS disclaimer. TOC match. Word search solvability. Quiz answers.
Follow the Firm
Every channel, every platform, one page.
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No pitch deck. No 47-slide presentation. Just a conversation about what's not working and what could be.
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