Session overview
A short recap of the five jobs, how the CRM and the knowledge base differ, and how the tools can work together.
2 pages · sent by email
FPA San Antonio · Sept 15, 2026
Put Firm AI to work on one household this week.
Clients already have AI. Vendors are building AI. The AI that makes you better is a knowledge base of this household that you help control.
From Heath Jackson’s session at the FPA San Antonio Advanced Planning Summit, September 15, 2026.
Resources
We email the files. That is the point.
Enter your name, firm, and a real email. The four PDFs go to that inbox, not to this page. Disposable addresses are blocked.
Monday morning plan
Five steps for one household this week, plus five questions to ask before you add another tool.
2 pages · sent by email
Advisory software map
About 50 platforms planners already recognize, scored on how well they feed a household file you control.
8 pages · sent by email
Prompt pack
Ready-to-copy prompts for review prep, meeting notes, tax findings, hard conversations, and covering a household.
2 pages · sent by email
Client data
Keep household files off consumer AI.
Use a business or enterprise plan with a written commitment that your data will not train models. If you cannot confirm that, do not load the file.
Stay in control
Limit what the model can see. It should answer only from what you attached.
Keep a household file
Promises, constraints, and context live in a file you control. The CRM stays the official record.
Start where you are
If you cannot change the firm’s software, you can still walk into the next meeting with synthesized context.
Five jobs
Name the job first. Then pick the tool.
If two tools claim the same job, they are competing, not complementing.
01
Capture
Record the meeting as it happened.
Not: Deciding what mattered.
02
Hold sources
Keep a private household file that can answer with citations.
Not: A chatbot that trains on your book of business.
03
Read documents
Pull findings from tax, estate, and planning documents, with a source.
Not: Advice. The software does not know the family.
04
Draft
Draft the hard notes. Mark what is fact and what is inference.
Not: Sending. You remain the author.
05
Work where you are
Use email, calendar, and the document already open.
Not: Treating Copilot or Gemini as the household file.
One working example
How the tools can work together
You do not need this exact list. Keep the sequence: capture the meeting, update the CRM, file sources, draft from that file, then automate only what you have permitted. If you already use Salesforce, Advyzon, RightCapital, or Zocks, swap them in and keep the flow.
| Job | Tool | What it contributes |
|---|---|---|
| Capture | Jump | A draft CRM note and a clean meeting summary. |
| CRM | Wealthbox | Household, activities, and tasks as the official record. |
| Plan | eMoney | A dated snapshot of goals and constraints. |
| Holdings | Orion | Positions and performance the file should not invent. |
| Documents | Holistiplan | Tax findings cited to the return year. |
| Knowledge base | Notion | The household page the model is allowed to use. |
| Draft | Claude | A draft for you to edit. Nothing is sent. |
| Automation | Zapier | Calendar and CRM updates you have permitted. |
Your starting point
Which path matches how you already work?
Pick one. That choice, plus how long a review takes you to prep, is enough for a useful conversation with Heath.
Bring this number when you meet. The goal is to shrink it without shrinking the care.
Prompts
Paste these into an approved model.
Load the household file first. Use a business or enterprise plan that will not train on your data.
Before the next review
Using only what is attached, what did we promise this household, what is observation vs inference, and what two questions are still open? Quote the source for each claim. If it is not in the file, say so.
After the meeting
Turn this transcript into: (1) an official CRM activity, past tense, no advice; (2) a household-file update labeled Observation / Inference / Open loop; (3) a list of numbers that must be checked against the plan or holdings before they become part of the file. Do not invent a sensitive topic.
Tax or document findings
Extract findings only. For each finding: the fact, the source (return year or document name), the planning question it raises, and the sentence I should not say to the client until I have written it. You do not know the family.
Hard conversation draft
Draft a 200-word note I will send. Audience is this household. Constraints: use only attached sources; label any inference; do not mention products; do not create urgency the file does not support. End with two questions, not a recommendation. I will author the send.
Covering a household
I am covering this household for the first time. Using only the attached file, give me: who they are, what we have promised, what would embarrass us if we forgot it, and the three facts I must not get wrong. Citations required.
Evaluating a tool
How well does this software fit a firm-controlled knowledge layer? Consider: can we connect to it, can household facts live outside it, does it offer a business plan that will not train on our data, and does it do one clear job? Then tell me what job it duplicates in a typical advisory stack.
Before you buy
Five questions before you add another tool
- 01Does it have a business plan that will put in writing that your data does not train models?
- 02Can you limit what the model is allowed to see?
- 03Can your AI read or write it through an API, Zapier, or similar connection?
- 04What job does it do that you do not already have?
- 05Who is the human author of its output?
Next step
Sit down with Heath and apply this to your firm.
Heath Jackson, CFP®, RCC®, CPM®. Bring the path you selected, how long a review takes you to prepare, and the software you already use.
- Set up the five jobs on one household
- Use the software you already have, without ripping out the CRM
- Build a responsible AI workflow your compliance team can live with
- Invite Heath to present this session to your firm or chapter
Whether you own the firm or you are building your career inside one, the only AI that makes you better is the one that knows this household.
Das GreenHaus · 7 Upper Balcones Rd · Boerne, TX 78006