“Casey rarely gave direct orders to his senior people. Instead, he would mention over lunch that a certain account would fit in just exactly with Irving's plans for an area.”

“We are through our ideal plan process, you know, obviously meeting with the family, asking great questions, figuring out what their goals are. And then we come back and we look at where they're currently sitting through a current plan analysis. And then we also model what some strategies there are that we could implement for their master plan.”

“I've actually integrated all of my notes ... I took all of those answers and integrated it into the AI project to figure out what are the patterns ... reviewing over 250 financial planning meetings”

“We figure out their habits and then weekly we meet with them weekly, 20, 30 minutes, typically over Zoom, could be a phone call, could be in person if you want to do that.”

“We did a, um, a lunch and learn with Morgan Stanley where they were like, let's do a lunch and learn. And just talk to your creators about retirement, how to save for retirement, different ways they should be looking at their finances.”