147 Days. One Person.
No IT Department.

What a solo operator built with AI for a financial advisory firm. Every system below is in production. Every number is from the logs.

47+

AI Agents in Production

300+

Articles Published

46K+

Conversations Mined

30+

Podcast Episodes

Websites Deployed

Monthly SaaS Cost

01 / The Black Box

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 handed us his carrier data. We built the entire outreach operation.

Step 1

Extract client data from carrier PDFs

Step 2

Score every client on 10 dimensions

Step 3

Generate personalized call scripts

Step 4

Film handoff videos + show invitation

247

Clients extracted, deduplicated, and scored from raw carrier data

41 Hot

High-priority households identified for immediate outreach

$80K

Projected gross revenue from 16 estimated conversions

02 / Client Intelligence

Every Advisor Walks In Prepared.
Every Time.

8 AI agents pull from phone recordings, Zoom meetings, Gmail, Salesforce, property records, annuity reports, and client reviews. Every morning, each advisor gets a personalized brief.

42 sec

Brief generation time from 8 data sources

44,773

Phone calls indexed and searchable

97%

Accuracy on commitment verification

33/day

Appointments briefed automatically

03 / Scoring Engine

10,000 Dormant Clients.
We Found the 726 Who Were Ready.

A 10-dimension scoring model validated against 449 real conversions. Predicts who will convert and generates the call script to start the conversation.

59.5%

Close rate of the advisor whose patterns trained the model

50 calls

Resulted in 4 households booked for money conversations

726

Hot-tier clients identified from a 6,152-person book

266

Personalized hand-signed letters mailed with show invitations

04 / Content Engine

300+ Articles. 30+ Podcasts.
Zero Writers on Staff.

A full content production pipeline that mines real client conversations for topics, writes in the firm's voice, fact-checks against .gov sources, generates images, and publishes. Every day. While the team sleeps.

Mining: Scans 60 days of client conversations for topics real people care about
Writing: AI generates articles grounded in 2,177 direct client quotes
Fact-check: Auto-fixes Medicare rates, tax numbers, company names against .gov sources
Images: Photorealistic branded images generated per article
Publishing: Posts to Ghost CMS automatically, 7 days a week
Podcast: Every article becomes a dual-narrator episode (2 AI voices), distributed on Apple + Spotify
Social: Facebook captions with compliance disclaimers, auto-scheduled
Cost: $0.003 per social post. $0 for podcast production

05 / Live Show Production

A Live Show That
Generates Appointments.

Dave Ramsey format. 20-seat studio. 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.

2 Episodes

Taped with live audience, real callers, whiteboard math

4 Bookings

From Episode 1 alone (9 attendees, 6 from personalized letters)

Full SOP

Multicam editing, audio mastering, Remotion overlays, Whisper transcription

Show prep: Caller diagnostics, cue cards, teleprompter scripts, audience protocols
Post-production: 7-phase SOP from raw footage to YouTube-ready in 3-4 hours
Audio: ffmpeg EQ chain, loudness normalization to -16 LUFS broadcast standard
Overlays: 34 data-driven overlays per episode via Remotion (React video framework)
Remote production: Producer in Massachusetts, studio in Arizona

06 / Digital Infrastructure

5 Websites. 3 Office Displays.
One Laptop.

Three WordPress sites, two Ghost blogs, a Raspberry Pi kiosk network across two states, and a lobby display that greets clients by name. All served from a MacBook Pro in Massachusetts.

3 Pi Kiosks

Scottsdale + Las Vegas offices, connected via encrypted Tailscale mesh

2,400 mi

Massachusetts to Arizona. Zero latency issues

Name on Screen

Clients see their name on the welcome board when they walk in

07 / Training Library

25 Years of Knowledge.
Searchable in Seconds.

Built a complete onboarding system from 44,000+ real client conversations. New hires get curated recordings, steal-worthy quotes, and a structured curriculum. Not a manual. A masterclass from the data.

60+

Curated recordings across 7 categories

50+

Steal-worthy quotes extracted and categorized

8 PDFs

Complete onboarding modules, used day one

08 / Autonomous Operations

25 Daemons. Running 24/7.
While the Team Sleeps.

Voicemail transcription, fax OCR, accountability check-ins, content publishing, system health monitoring, NAS backups. All automated. All compliant. No client data ever leaves the building.

Voicemail intelligence: Vonage to transcription to Salesforce lookup to Google Chat escalation in under 60 seconds
Fax OCR: Local AI vision model reads incoming faxes, matches to client records
Daily accountability: Automated morning/EOD check-ins to every team member
Compliance: CMS Medicare disclaimers, PII scrubbing, local-only processing for sensitive data
Monitoring: 4-pane tmux dashboard accessible from phone over encrypted VPN
Backup: Nightly rsync to Synology NAS with auto-generated recovery guide

09 / Virtual Mentors

14 Thought Leaders.
99,000 Chunks. On Demand.

A local RAG system with the complete works of Hormozi, Ziglar, Brunson, Dalio, Sinek, Miller, and 8 more. Ask one question, get synthesized advice from multiple mentors. Council mode. All local. No data leaves the machine.

98,894

Text chunks indexed across 14 business mentors

Local Only

Ollama embeddings + generation. Zero cloud dependency

Council Mode

"What would Hormozi, Ziglar, and Brunson say about this offer?"

10 / Video Archive

8,600 Videos. 5,800 Hours.
Searchable by Natural Language.

7 external drives. 6 years of workshops, commercials, webinars, training, and testimonials. All cataloged, vector-indexed, and searchable. "Find David at the whiteboard talking about Medicare." Done.

11 / The Stack

What This Runs On

MacBook Pro M5 Max

128GB RAM. Runs all agents, all pipelines, local AI inference, display server, backup jobs

Ollama (Local AI)

llama3.3:70b for generation. nomic-embed-text for embeddings. No client data leaves the building

Claude Code

Anthropic's CLI agent for complex multi-step builds. The brain behind the brain

Tailscale Mesh

Zero-trust encrypted VPN connecting 3 offices across 3 states

Live from Our Channels

Short-Form & Full Episodes

Four channels. Daily Shorts on Medicare, retirement income, estate planning, and tax strategy. Plus full Fiscal Fridays episodes with live callers. All in one feed, newest first.

Shorts — newest first across all channels

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