AI Studio
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Stacks AI Studio / Financial Advisors
AI for Financial Advisors
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside financial advisors like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs that eat the week. This is the work an automation goes after first.
A client meeting ends and the notes wait. Two days later they get written from memory.
The follow up email never goes out. The client hears nothing until the next quarter.
Review packets get built one household at a time. Numbers get pasted into last quarter's template.
Meeting prep starts with six tabs open. An hour disappears before anyone sits down.
A new household means the same forms again. The same data gets typed into four systems.
At that size the same few people carry every meeting, every packet, and every file.
Source: Investment Adviser Association, June 2026.
The First Step
Two Sessions. Two Hours Each.
For most financial advisors, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your firm actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Firm.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
growth in clients served, industry wide.
Source: Investment Adviser Association, June 2026.
The SEC Marketing Rule, 206(4)-1, governs how performance and testimonials get presented, so the data path is written down and nothing an automation drafts skips compliance review.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your CRM, your portfolio reporting, and your planning software, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from your CRM, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper as it goes, because Claude can finally see the whole household instead of one screen at a time.
The Numbers
The Numbers Advisors Are Seeing.
That feeling of being behind is not in your head. Financial advisors are adopting fast, but fewer firms have written down who checks the output before it goes out.
Firms that formally adopted AI tools
Source: Investment Adviser Association, July 2026.
Have a formal human oversight process
Source: Investment Adviser Association, July 2026.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your associate takes the final 20 percent over the finish line. Efficiency goes up for everyone, the firm grows without the headcount it used to need, margins grow with it, and your team spends its time on clients instead of retyping.
Will it work with the software we already run?
Usually, whether that is Redtail, Wealthbox, Orion, Tamarac, or eMoney. Some systems give me an API, some give me a nightly export, and a few give me nothing but a screen to copy from. I tell you which one you have before I scope anything.
Will using AI get us in trouble with the SEC?
Nothing changes about who is responsible. The SEC Marketing Rule, 206(4)-1, governs advertising, testimonials, and how performance gets shown, and the records rules govern what has to be kept. If you are dual registered, FINRA Rule 2210 also puts a principal's approval on retail communications before they go out. Nothing an automation drafts reaches a client without a person putting their name on it.
What happens to client information?
You approve the data path before any automation runs. Where a job can be done without account numbers, I do it that way. Where it cannot, I write down what moves and you sign off first. Your CRM and your custodian stay the systems of record.
Does any of this give investment advice?
No. Every automation hands you a draft, not a decision. An automation writes, summarizes, and organizes. It does not pick a security, set an allocation, or make a suitability determination. That judgment is yours, and the review step is part of the automation.
We already use Jump. Does this replace it?
No, and you should keep it. Jump is a product built for the whole profession, and it does its jobs the same way for every firm that buys it. An automation is your firm's own process written down: your note format, your follow up language, your packet. You own it, you change it, and it can start from what your notetaker already produced.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your team can read them and change them. If you stop working with me, nothing walks out the door.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your firm. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.