What We're Building. How We're Building It.
Weekly audio digests, behind-the-scenes updates, and real conversations about building AI-powered tools for financial professionals. No fluff. Just the work.
Four things broke between October 12 and November 1, and every one had already been fixed somewhere else first. A GitHub build quota, a ten day blog outage the monitor missed, a CRM move to Hostinger that finally landed, and Regie's voice rebuilt twice before the simplest option won by ear.
Catch up on what you missed. Every episode is packed with insights.
Vercel locked us out over an unpaid invoice, so we moved three apps off it in a single day. We also split the CRM in two, learned Hinahon's Android voice calls had been fake for weeks, and kept running out of disk space. Every story is about something that looked fine while it quietly stopped doing its job.
We built a budgeting app in a week, got Focus onto the App Store and pushed its Android version to Google Play, then spent the last week of September retiring Artistly and moving two sites off Vercel. Our first episode since May, with all the numbers.
Episode 12: Quipp: From a Blank Folder to TestFlight in 72 Hours, AI as Personal Assistant: 246 Leads, a Friend's Resume, Install-Evaluate-Remove in 15 Minutes, Campaign Video Funnel: v7 Through v15, 12 Rounds to FINAL, Karaoke Captions Live
Episode 11: Building a Personal Operating System from 11 Personality Tests, Mary Learns to Read the Room
A long-form deep dive built from 11 personality assessments, 18 years of operations, 11 years of license, and a stack of mentors who already solved this. The system that replaces the self when motivation does not show up.
Part 5 of the Reconnection series, and the close. Education is the business, the product is the tool, the lesson is the sale. The mentor stack, the IT to financial services transformation, and the philosophy behind eleven years of practice.
Part 4 of the Reconnection series. Building a business operating system tuned to your actual personality. Accountability stacks, daily rhythms, and scripts for the warm market you have been avoiding.
Part 3 of the Reconnection series. What the research says about reconnecting with people you have not talked to in years, how shame keeps producers from picking up the phone, and scripts that work for introverts selling life insurance.
Part 2 of the Reconnection series. A 42-minute deep dive on the mental game, scripts for dormant ties, warm market, and hot market, compliance for texts and calls, and a daily system designed for introverts and systems thinkers, not hustle culture.
Part 1 of the Reconnection series. Two hosts dig into the research behind reaching back out to people you have not spoken to in years. Why dormant ties often lead to the best opportunities, and why the awkwardness is mostly in your head.
Episode 7: The Agency Pivot, The Persona Layer Rebuild, The Workflow SOP Discipline Reset