Welcome, Sam. Let's build your voice agent. Start by giving me three to five pieces you've written — client letters, quarterly commentary, meeting summaries. I read for how you phrase things, not who your clients are — share pieces with client names removed, and nothing is stored beyond your samples.
Drop writing samples herePDF, DOCX, or paste text — 3–5 pieces is plenty
Got them. Reading your first piece — you tend to open with the data, keep sentences short, and close with what it means for the plan. Two quick philosophy questions and we can draft. First: when markets fall sharply, what do you tell clients in the first paragraph?
Noted — plan first, evidence behind it. Last one: how do you want allocation views framed?
That's enough to start. Your agent drafts in your voice from here — and the read sharpens with every sample you add. Let's write something.