video1.0<iframe src="https://www.loom.com/embed/9947cd3f9fbd40ef8299a21262d6f070" frameborder="0" width="1704" height="1278" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12781704Loomhttps://www.loom.com12781704https://cdn.loom.com/sessions/thumbnails/9947cd3f9fbd40ef8299a21262d6f070-058e6011c8b9ca14.gif1100.267In this video, I explore Claude Co-work, an AI agent designed to assist in wealth management tasks, specifically in creating simplified financial plans for new prospects. I demonstrate how I used Claude to analyze client information from two files in a designated folder, resulting in a comprehensive financial planning spreadsheet generated in about nine minutes. This tool not only saves time but also enhances the quality of client meetings by providing directionally sound financial insights. I encourage you to consider how integrating AI agents like Claude can streamline your workflow and improve client interactions. Please check out Claude Co-work and see how it can benefit your practice.