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.
Round Table shipped a client bot platform with zero AI cost, squashed 10+ iOS bugs in 5 days, and learned the hard way what happens when AI bots go silent at 2 AM. Three stories about why infrastructure matters more than features.
Catch up on what you missed. Every episode is packed with insights.
Cody Askins interviews David Duford on the most effective strategies for selling final expense insurance. Covers rapport building, pre-qualifying prospects, handling budget objections, and becoming a specialized consultant.
How to use Perplexity, best use cases, real examples, reasons to pay for the Max account, workflow impact, and cost breakdown.
How a business owner can use Perplexity Computer to automate research, following the Dan Martell "Buy Back Your Time" framework. Set to Professional expertise, Deep Dive tone.
What happens when automation has no brakes, a team of AI personas learns to hand off work like a relay race, and a one-day tool audit turns into a full SaaS product launch. Three real stories from inside Round Table on speed, guardrails, and what building with AI actually looks like.
A late night deep dive into what the best minds say about building systems for everyday success. Featuring Dan Martell (Buy Back Your Time), Ali Abdaal (systems over willpower), John C. Maxwell (leadership from the Bible), Ed Mylett (MAXOUT), Simon Sinek (consistency wins), Jim Rohn (goals through systems), and James Clear (Atomic Habits). This is the wisdom that shapes how we build at Round Table.
Episode 2 goes where Episode 1 didn't. Handoff, the Daily Insider saga, a Vercel billing crisis, the persona system, and what happens when your Mac falls asleep at the worst possible moment.
Our first audio digest. Two AI hosts discuss the full evolution of the Round Table platform, from CRM to AI-integrated ecosystem.