From Issue 99 of Amplify for Advisors

Your clients are asking AI about money. Ask them to bring it to you.

Issue 99 ends with one move. Invite clients to send you what AI tells them before they act on it. Below, Watt turns that idea into a client email, a LinkedIn post and a one-page handout, in one pass.

Try Watt on your website Read Issue 99

Free sample week · about a minute · no account needed

75%

of investors who work with an advisor use AI for money questions at least sometimes.

Betterment Advisor Solutions, 2026

77%

of people who asked a chatbot about money shared personal information with it.

NerdWallet and The Harris Poll, 2026

1 in 5

who followed a chatbot's money advice acted right away, with no follow-up and no one else's input.

NerdWallet and The Harris Poll, 2026

One idea, three pieces, ready to approve

Real Watt output for Harbor & Pine Financial, a sample firm. Shown exactly as Watt wrote and drew it, with no edits.

Email to clientsTuesday

Before you act on an AI money answerA general answer can't see your taxes, your other accounts or your plans.

Hi there,

If you've asked ChatGPT or another AI tool about your money, you're in good company. A 2026 Betterment Advisor Solutions survey found that 75% of investors who work with an advisor use AI for money questions at least sometimes. It's a good way to learn the basics.

Say you just inherited some money and asked an AI what to do with it. The answer you get is written for the average person. It can't see your taxes, your other accounts or your plans for the next few years, and those details often change what makes sense.

Before you act on an AI answer, forward it to me. I'll check it against your plan. If it touches taxes or legal questions, we'll bring it to your CPA or attorney.

One more thing to keep in mind. Leave account numbers and your Social Security number out of AI tools. In a 2026 NerdWallet survey, 77% of people who asked a chatbot about money shared personal information with it. You can ask a good question without any of that.

Ask the AI to learn, then send me the answer before you move any money.

Visit Harbor & Pine

Jordan Reyes, CFP®

LinkedIn postWednesday

Jordan Reyes, CFP®Harbor & Pine Financial

Lots of my clients now ask AI tools about their money, and that's a fine way to learn. One habit is worth adding before you type.

NerdWallet found in 2026 that 77% of people who used a chatbot for money questions shared personal information with it.

You can get a useful answer without any of that. Leave out your account numbers, your Social Security number and your login details. Round your numbers and describe your situation in general terms. Something like "I'm 58, married, and have a 401(k) and some savings" gives the tool plenty to work with.

Then treat the answer as a starting point. It's written for the average person, and it can't see your taxes, your other accounts or your plans. If you're a client, send it to me and I'll check it against your plan before you act.

Keep private numbers out of the chat, and check the answer before you move any money.

What to leave out of an AI money question

One-page client handout

Before you act on an AI money answer

Four checks for clients, starting with keeping account numbers out of AI tools. Attach it to the email, print it for reviews, or post it.

One of more than fifty client handouts in Watt, each drawn in your colors with your logo and disclosure.

The free demo

This page shows a sample firm. The demo does it for yours.

Paste your website and Watt sets itself up the way it would for a new client of ours. Here is exactly what you get, in about a minute.

1
yourfirm.comGo
You paste your website
That's the only thing you type. Add a post or email you wrote if you want the posts to sound even more like you.
2
ColorsFontsLogoWho you help
Watt reads your brand and your firm
Your colors, fonts and logo, who you help, and your disclosure when your site shows it.
3
Three posts for your practice, with two finished graphics
Written for the people you serve and checked before you see them. The graphic is drawn in your brand, with your logo.

The demo writes general posts for your practice, not this AI campaign. Nothing is saved unless you keep it. To get this exact email, post and handout for your firm, start the free 7-day trial.

Try Watt on your website Start a free 7-day trial

Built for compliance-aware workflows

No client details needed

Watt writes marketing, so it never asks about your clients. There is no place to put their information.

You approve everything

Nothing is posted or sent until you say so. You can pass any draft to your compliance team first.

A check on every draft

Each draft is checked against SEC Marketing Rule and FINRA 2210 basics before you see it. Your firm's own review still decides.

See what Watt writes for your practice

Paste your website. In about a minute you'll have your brand, three posts and two finished graphics. Free, and no account needed.

Try Watt on your website Or start a free 7-day trial