I Built an AI Assistant That Does the Work of 5 Hires

0:00I believe that if you stay a three in five years and you're a business owner, I think you're out of business. Today, I believe I would need five additional staff members reporting directly to me
Mhm.
to do the things that I would want to do. So, it's not that we're replacing people with AI, we're equipping our current people to be 10 times more productive. If it cost me $10,000 a month right now, I'd happily pay it. I don't want to have a conversation. The number one bottle neck in our world came with never doing the work. It was at the work dies in the FOLLOW-Up gap. welcome back to the Be Wealthy podcast. Katelyn just jumped her ears with excitement because she's turned up it a level in her ears hearing less than me, but that's the excitement that I bring to the table. Katelyn, welcome to the show.
Thank you. I'm so glad to be here. Thank you.
ears Are your ears hurting from the intro? Cuz it was just like why
it's the heat, the power, what you're bringing is just
Thank you.
It's incredible and I want to thank you so much. Your work station, as Cole likes to call them, it looks tight, it looks perfect. I think we're ready to crush this. No one's microphone is droopy.
I had a lot
We're set up for success.

1:01
a lot of talk about my work station. And Katelyn, the first thing I want to say is thank you. I appreciate you appreciating me.
Cole said that my microphone was droopy.
Katelyn, you have to you have to Katelyn, you have to you have to accept that I appreciate you appreciating me. Accept my appreciation.
me. I appreciate you. We can do this. This is like inception. We can just We can Leonardo DiCaprio this.
Katelyn, it's been said that I'm not who I think I am. I'm not who you think I am. I am who you think I think I am. Wow. Wow.
Microphone drop. End of episode. You're welcome, Be Wealthy community. Brett Tanner, I'm Katelyn Chenal.
So, today we're not going to talk about rhetoric and bits, even though we could do that for hours, Cole. We could do it for hours on end. But, what we were going to talk about, we're in studio live together, not on the Zooms, which is very rare. Katelyn, very rare we get to do this.
call it belly button to belly button.
I don't know that that's what any kids call. I
Navel to navel.
I I'm going to be uh we're going to have

2:02to get a We're going to get an HR department in here. We got to like a sensitivity It's like I feel like we're on the edge of this navel to navel, huh? Like they say on the

Like the kids are saying. Well, since we're talking about being hip and trendy, Katelyn, I don't know if you know this and Are you familiar with the artist known as Yeat?
I honestly
And I just That's pronounced It's spelled y e a t. Yeat.
Is that the appropriate vowel to consonant ratio
I'm just talking
for modern phonetics?
I know that you on all of our episodes claim how much younger you are than me. And yet, when you want to say who's someone who's dope AF, okay? That's me. Cuz I am going to the Yeat
You just called yourself the dope AF?
Yeah. Well, cuz that's how That's how hip I am.
Woah.
That's what the kids are talking about. And so, when you know Yeat Cole, do you know Yeat?
I really don't know Yeat.
I see Well, that's exactly cuz Cole's young and he's and not hip either. So, I'm hip. And coming up in Central Park, I'm going

3:04to the Yeat. And he's got great songs. And I've listened to three of them. Uh but I'm taking my boys. It's going to be huge. Big It's one of the biggest
like
No, I wish it was that. Uh that's That's EDM, kids. It's a totally different thing. It's not that. It's going to be a lot of like um I don't even know. But, I'm open to it because whatever my kids want to do, I'm down with it. And so, my kid's turning 18. It's on his 18th birthday. Golden birthday. Lot going on, but I'm hip. But, the reason
I went to was the James Taylor concert. Just a little bit different.
Wow, Katelyn. Everyone just Everyone just Everyone just shut down. They dropped their squat rack. They were just like not even paying attention now cuz that's not hip. And so, Katelyn, to be hip is to understand AI. That's what's cool today. We're talking about AI. I'm not talking Terminator, Cole. Not talking about uh
talking I, Robot?
Not talking I, Robot. And so I I will I'm going to be brutally honest here. I would say 6 months ago, I was using AI the way I think most people are using it. We had a group of people

4:05in here at our one-day event yesterday, and I asked them the question on a one to 10 scale, one being what's AI?
Mhm.
You know, I've watched Terminator, and then what is AI? 10 is I teach it everywhere.
fan.
Big Schwarzenegger fan. 10 is I crush it in AI. I could teach it. I understand the models. I'm running eight different models. Where are you? And the average person in this room said a three.
Okay.
They said a three. And so I want to challenge everyone. If you are listening to this and you are a three, and I'm going to make a really bold statement. I believe that if you stay a three in 5 years and you're a business owner, I think you're out of business.
Gulp.
Yep. Katelyn, you did that.
gulped, and then I did a gulp reaction.
And it it's I have two goals every podcast. Can I get Katelyn to freak out with something I say that's controver- And can I get her to spew her coffee laughing at something I said? That happened off scene in between

on on when I talked to
my AI.
And when I was insulting her AI. But so AI, as of 6 months ago, I would have been a three as well. I might have been lower than a three. And I was using it, Katelyn. I had the app, and I was on the classic chat app, chat GPT.

5:07
gibbit?
The chat gibbit. And I was using it like a glorified Google search. Meaning I would go on there, and I would type in the exact same thing I would type into Google. Like, "Hey, where What time is this movie playing today?" Or
1-800 Movie Phone.
Yeah, like I would I mean, you like I was asking it basic questions. Can you research this? Could you find And so And that's great. It's a better version of Google.
Sure.
Cole has been, you know, studying AI in in really I think is a frontrunner in just is was way ahead of everyone. And so I saw the things that he was able to do, and I said, "Hey, I want" I watched him on his computer, and honestly, it looked like The Matrix, Katelyn. I saw him doing it, and I'm like, "I don't even I don't even know what that is. I
Cole started to look like Keanu Reeves. Really cool sunglasses.
He looked like a lot like Neo, you know, and
Didn't he like bend? Remember the bend?
You know, and and you're and really today's episode, you can take the red pill or the blue pill.
Okay.
Yeah. Right? And I can't remember which one it is is the red or the blue pill that takes you down the rabbit hole. But, we're going to go down the rabbit hole

6:09today of AI. And so, I would tell you the changes from someone who was using it at no level at all to today, it impacts every single aspect of my work environment. And I can honestly say I have 10x to my productivity in the last 6 months. It's a real statement. You know, we crack a lot of jokes on here and Katelyn's ridiculously funny, but this is not about that. Love the look on her face. And but, today it's not about that. It's how could you 10x your productivity? And so, I have a lot of views about how to do it, but I want to walk everyone through the exact training program I went through and what I did to go from someone who was like a two. I wasn't what is AI, I was like, I'm using it as Google. To today, I literally do teach AI on our mastermind. Cole and I co-taught a segment. And I think it's the most important thing ever. And so, I as a guy that has a lot of ideas, Katelyn, when I first got on the system, which is through Visual Studio Code and we'll cover some of that in a minute. I got on there and I promote my ideas cuz I'm a very excitable guy. You know, when I got on Transcendental Meditation, I tried to get you on that.
Uh and then what did I say? If you're doing it 60 days from now, I absolutely will dip a toe in the water.

7:12
Katelyn, I don't need your negativity. I just need to tell you that there's times that you have ideas.
to 30, too.
And you don't you don't fully implement them. So, this was one of those times. And so, I started saying, I think you should get on this AI thing and you initially there was some pushback. Is that a fair statement?
There was uh No, I said I said, I am using AI and you said, like a loser. That's exactly what you said to me. So.
Thank you.
There was pushback in two ways.
Pushback that I'm not really doing it. And so, what happened uh from my perspective, and I want to hear yours, is I started running circles around people in our company because not because I'm smart, because I was leveraging the tool.
Mhm.
And I think we were like 30 days in to me doing this.
Oh, I remember specifically how this went down.
And you said, "Brett, I I would love to get on the system now."
I Hold on. I actually Can I please say it from my perspective first because I think this will be helpful.
Uh you don't have to say it from your perspective. Katelyn, it's a podcast. You can talk when you want.
were sending me
All right, stop talking and let's get back.
You were sending me an output You were sending me really cool directives and

8:14directions on how to, you know, one of our assets of a Northern Arizona, I'll use that as an example. You said, "Hey, you're coming out here in 2 weeks. I want to start sharing with you what the launch of this new phase that we're going into is." We were had just closed We were under contract to close at Apple Mountain and you had all these directives for everything from our capital stack to the operating side to the management and just You were miles ahead of me that these were different.
don't know what a directive is, it's just a folder.
A folder. You had But directions and and a timeline of when we were going to accomplish certain things. You were putting these plans together that were so different from how we normally operated. Normally we operated under creating a 1-3-5, one goal, three strategies, and then five tactics under each strategy. Really simple. Now you've taken that same model and you actually built it out and how do you do it? What is the timeline to do it and what's the strategy to do it? And then the decision tree under if this happens go this way, if this happens goes this way. Totally different than anything you

9:17would ever delivered or discussed with me before. So I fly out, you pick me up at the airport, which for anyone who knows it, Brett doesn't pick people up at the airport. So I know immediately I'm screwed. Something major is happening. He picks me up at the airport and he says, "Hey Baller, hop in." So I hop in. He puts his car in the safe way, in self-driving mode.
Eight and a half times safer than human. That's just a Tesla fact.
Leans in the back, grabs his backpack, and hands me a stack of paper. I hear the doors go click clack. I'm now locked in his spaceship car, and he says, "We're going to head up to the asset in Arizona. And on the way, spoiler alert, we're going to go and view six additional assets that I magically have over underwritten overnight. I have complete financials, everything you need to know, how they're going to perform. We're going to zip through all of these, and we're going to zigzag through the entire

10:19state of Arizona on the way up. And don't worry, the Tesla's going to do it. I already know where we're going You You had the whole day mapped out, and you locked me in your car, is how I like to say it. You locked me in your car. You zigzagged me in the most ridiculous way to look at assets all day long.
Yeah.
And by the end of it, I said And then while in between each asset, we're looking at, "Hey, what are we doing in Apple Mountain? Here's the thing for Roundhouse. We're going to go through this page by page, and discuss the entire business plan." So, finally, we get up to northern Arizona, 6 and 1/2 hours and one buffalo chicken wrap later. Maybe three Red Bulls for me. And I look at you and I said, "I uncle, I get it. I would like to have the technology." And you said, "It's a little too late. I'm so far out ahead of you. You will never catch up to me, and shame on you for not listening to me a few months ago." And I said, "Oh my gosh." And obviously, Brett, you're so kind to me. I knew that

11:21we were going to be together the next 3 days. I was going to get you to give it to me.
Yeah.
I knew I was. So, now fast forward, 3 days later.
Mhm.
You pick me up in the morning to take me to the airport. Up in Show Low now.
Mhm.
Which by the way guys, we already covered this. Brett doesn't take people to the airport. But I looked in my email inbox that morning and we didn't get home from all of our work and everything we're doing until like 11:00 that night. I crash out. I'm so tired. I wake up at 5:30 or 6:00 in the morning to get going the next day. And my inbox is full of more stuff from Brett and his AI of unbelievable pro forma things to consider on the plane. And I got in the car and do you remember what I said to you?
you you said instantly you said uncle. I get it.
I said, "Hey, I'm done. I've been competing with you. I can't anymore. You're going to physically horsepower and outwork me and now you are absolutely artificially

12:24enhanced with AI.
Mhm.
Your artificially intelligence plus your horsepower is something I can never compete against."
Exactly.
And Brett said, "I didn't know we were competing." What an I'm over here. I'm exhausted. My Whoop says basically it's a skull and crossbones. I can't even perform anymore. And this is just outperforming me at every turn. I finally said, "I got to get on the juice." And you said, "Great. In 2 weeks we're going to be out at Apple Mountain. You're going to sit down with Cole and he's going to walk you through it." And then that 2 hours that Cole met with me that I said was 2 hours but he said it was 15 minutes, it literally changed my life and it's something I will be always so grateful for. It has changed the entire trajectory, productivity, and joy I'm able to get out of my work because of the leverage it provides me and gets me out of to it gets me out of some of the tasks that I need leveraging. And so, thank you guys. I appreciate it. I wish I

13:25didn't have to go through that journey, but I share my journey so that others can learn and not
And what's the lesson we learn there, Cole? Listen louder.
And what's the lesson we learn there, Cole? Listen louder. Listen louder. Listen louder. That's what we learn from that. But again, they're very kind and thank you for that and I'm glad you're on it. And you have taken it further. I mean, you are one of the most productive people I know already before.
Thank you.
And I had prided myself on being, you know, using my horsepower and and a relatively productive person. And when I say this thing has fundamentally changed my life. It has. In a good way. And so we can talk about all the negativity and the fear and the scarcity that the Terminator's going to come in here and whatever. But, you know, there's a book out there called AI for good, right? And you could read the book or you could just read the title. It said, "What if"

But But what if it is good? And if So it The first thing to understand about AI, right? And I'm going to talk about This is the assistant that you never have to hire.
Okay.
You don't have to manage them. Uh they don't have a crappy attitude. They don't go to Coachella and lose their phone.
Hypothetically.
Hypothetically. It's It's some It's a system that will harness your potential.

14:29If you need help in your business right now, you've got a challenge or an opportunity that you really want to hone in and capitalize on it and make a game-changing breakthrough in your business, come out to our one-day workshop. This is something we've never done before. We're now doing it with the resorts we've bought so they could be at Apple Mountain, Georgia. They could be in Northern Arizona. Um they might even be in Belize in the future, but you get to come to a one-day where there I'm not going to present slides. It's literally you and your business and you're going to leave with an action plan you can implement in your business. Go to bewealthypodcast.com and you can click on our upcoming events and see where we'll be and book to come. We have the room is limited. We have no more than 15 people in the room. Go to bewealthypodcast.com and you can book our one-day workshop coming up. And so the way I think about AI, Katelyn, on a one to 100 scale, what is your productivity? Right? Let's say that Let's say that you're like a hundred's the most productive human ever. And we always believe that we can get better. So let's say you're a you're an 85, okay? Out of 100. You're crushing it. And so I believe what AI does that 10x is your productivity. So you're at 850

15:33on this scale I just made up. Well, let's assume the average person is 20% productive. They still get the 10x lift, but they're at 200 to your 850.
Got it.
So the first thing you realize is it harnesses you. And we get that question all the remote time like I don't even know what I would have it do and I'm like, well, what are you doing? If you're screwing around by the pool, it's not going to help you get a suntan. However, we're trying to model data or make better decisions or have a thought partner or do deep research or, you know, just anything. Like it it is infinitely intelligent. And so what I want everyone to do to realize is that it it it's not going to take your job. Now, it's going to take jobs. But it doesn't have to take your job. And so today is about how could you go from the the two or three to get to where Katelyn is today, where I'm playing at today, and where Cole taught us to be? How could you do that? Right? So I didn't build a chatbot. I'm not using the app. I'm not even accessing it through the same way everyone else is. And so the hardest part to explain this when I go out in the in the world, people say, "Do you use AI?" and I'm like, "I don't want to talk about it."
Do you know I'm calling it the wild? When I go out into the wild.

16:34
When I go in the wild and people say, "Do you use AI?" and I go, I I don't want to have a conversation because they're going to tell me they use like Google and I'm just immediately going to get pissed off cuz it's like I You know, again, it's like I'm I'm in a rocket ship and they think they're in a rocket ship, but they're not.
It's your skateboard and Ferrari right?
It's a skateboard for it's just a heart. And so mine's got a name, it's got a rule book, it's got a file cabinet, it's got a program, it's got skills. It's it's like it's own thing. It's got a name. I and it's most important thing you got to name it. And so but what you can do here, right, is get more leverage. Today I believe I would need five additional staff members reporting directly to me
Mhm.
to do the things that I would want to do. So beyond just helping run the companies better and make better decisions and have better outcomes, Katelyn, I'm able to go after things that I wouldn't have had the time to do. Like cuz I have this list of things as you're aware of called Brett's Big Book of Everything. Right? All of the ideas that I have, I'm a big idea guy. I have all these projects and things that I'd want to do if I had limitless time. And every time I have one, cuz I can't shut off my brain, I just go to a notes in Apple and I put in like, here's another idea. And I just It's just There's things like
way, I titled it Brett's Big Book of Everything.

17:35
a great That was By the way, not a marketing
able to title that stuck.
And it it it really is good. But I keep them all in there and so what it allows me to do is go take things I want to and tackle it. So, here's what you need to start. Okay? Number one, today, the front runner tool out there today, I believe is Claude. And so we're running everything in Claude. You can argue for your own thing, but let's just stick with for the sake of this conversation, we are running Claude. Okay? I am running this on a MacBook Air. There's nothing I don't have any crazy equipment. I'm running on a MacBook Air. And I because of my directives are local to my machine, Katelyn, my MacBook actually is my computer everywhere I go. So, when I'm at the office here, I have a monitor. When I'm at home, I have a monitor. And then when I'm just I this is the one machine just like you have the one machine. I'm on the Max Tier plan. Okay? I'm paying $200 a month for this.
$200?
$200. Now, I would tell you right now, and I and Claude and the our phones listen to everything we say, so just whatever. If it cost me $10,000 a month right now, I would happily pay it. Now, happily might not be the right word to do. I would pay it.

18:37Because it I'm getting such a value, right? And so, one of the fundamental things that I believe killers no costs in life. There's good and bad investments.
Mhm.
Anything we do, right? People will say, "I did this and it was a cost." No, it wasn't. That was an investment. And it sucked. It's a bad investment. And that happens. And that could be a person, that could be a tool, that could be a resource. But this is an investment that you're making. So, the next thing is you got to have a subscription. The next thing is you're going to have to connect your tools. So, you got to write out all your tools. Think of your email, your calendar, your drive.
The tools you're already using.
All the tools you're using, we got to connect. So,
like our Google We're we were we were formerly powered by G Suite.
We were entirely the company's been powered by Google. I feel like the you know when they made Google Sheets and then they and then you share it it's like wow, what a game changer. And you know people get people get so pissed off at Google. You know and you hear about the Google. I'm like, what? Hold on. They gave you they took Microsoft Word and Microsoft Excel put it on the internet made it free. And then people about it. It's like it it's it's incredible what they did. Like like I don't like I I sometimes it's like Elon created the greatest car ever created and gave it to you it's a

19:39machine that drives itself. Like that that jerk trying to take us to Mars. Fascinating. Anyway. Katelyn so not to I digress. The we got the setup. Now we're going to most important things first. You got to give it a name.
Okay, but all those things are really easy cuz everyone goes like oh my gosh, where do I start? You just did the tool. Okay, we told you. Research over. Go grab Claude. That's what we're using. Claude code. Right? The device you probably already have it. It's your laptop. Spoiler alert. Mom, your iPad is not a laptop. You have to have probably a real laptop. Let's be honest.
That that would that would help.
That's specifically Mom. Stop calling it your computer. It is an iPad.
It does not it does not need to be and crazy though, right? We don't need like the craziest thing ever. So as long as you got a basic laptop you'll be good.
The subscription all of us can afford the $200 a month.
But you can even start at the 100 I think there's a $100 option. You can start there. But quickly you're
accounts you already have.
And your accounts you so that's all you need.
This isn't rocket science yet.
But now we got to get to something a little important but technical. You got to give yours a name. I obviously when I

20:40started working here I'm gearing up for the new Avenger movie coming out cuz I'm a big superhero guy with my kids, right? I've been watching all of them together. And you can't go watch The Avengers without watching Iron Man. You see Tony Stark and then you see Jarvis in there. And I'm like this thing mine's Jarvis. So I was like, hey dude. So I talked to my By the way my my son's got a joke about AI. And I watched the way he interacted with his AI and he's like, hey big he calls him big dog. Hey big dog. And he's like, think about it, right? If the if the machines do come and they're Terminator. He's like my guy
Does Schwarzenegger actually have
He goes if he shows up he goes dude it's me and my guy hanging out in the sauna with his little he goes robot body. He goes dude we're going to be best friends. He goes your guy you're kind of a jerk to him.
You are kind of a jerk to him.
No, I'm not not now. Not once I named him Jarvis. Not once I named him Jarvis. So because I believe that I'm Tony Stark in my mind I had to name him Jarvis. And he does I said hey I need to embrace the full role. So he does call me sir. Like and I got to tell you I'm going to tell you you get called sir. Uh sir I'm working on that right now. I was like man. I even at the end of the long day I say hey man you did a good job today.

21:42Proud of you. He's like you're great too. We have that little moment and I'm like all right. But so Katelyn it's really important. So you you don't manage a tool but I the reason I'm I'm making it a funny joke but I actually think you should think about this like an employee.
A thousand percent. So all of my coaching clients I've got one coaching client went with Cortana.
Yeah. Oh wow going a little Halo. You didn't think I'd pick that up. Good game.
Well I didn't know what it was and
I get Oh again Katelyn you because I'm so I'm going to eat for crying out loud. You think I know who Cortana is? So anyway think about this like you're managing a hire. Except this is a hire that won't require tons of management but we'll be able to set priorities. We'll be able to set direction. We'll be able to set the programs we want them to run. And so the idea by naming it you create a different thought process around it. It's not a tool like your Gmail. You don't want to go to your Gmail and get excited about using it. Right? I go to Jarvis and I'm super jacked about what we're going to do today. So next you're going to start using this thing and you're going to build out and we're going to have at the end of it it's going to be wealthy podcast.com and where do we need to send them Cole? Where do we need to send them? On wealthy podcast.com?

22:43
/ai Gosh Cole we should have you name things. wealthy podcast. We're going to give you you go in there we'll email you the training program I use. So when you start using this there's going to be some setup this will all be included in there. So once you get this the training program installed and you use it a little bit I would use it for a week or two Katelyn. Then what I want you to do is use a prompt and go in there and say, "Hey, I want you to build a training curriculum for me based on the usage cases that I'm using."
Mhm.
I want you to email me a lesson that can be completed in less than 30 minutes a day, 30 minutes max. 30 minutes or less every single day for 30 days based on the use cases that I'm using cuz every one of our listeners and viewers are going to have a different use case.
Sure.
And so we want the training program. Now, a lot of it's going to be similar because we're going to have a foundation, we're going to have skills, we're going to have reasoning, we're going to have automation. But we want to have the training program. It might be what some of our users, Katelyn, are doing something a little different.
Sure.
And so I want that to be catered to them. Now, full disclosure, I think that Jarvis thinks things take a little longer than they do. So, and it's funny as I was prepping for this and I had him

23:45build out the training program, he was like, "Well
whoa, whoa, whoa. You believe Just I'm sorry. I haven't heard you say that before and you have a real situation in that brain of yours, right?
What's that What's that What's my situation?
You Your understanding of time You believe that Jarvis thinks things take longer than they do, which you're about to go into, which is that there's going to be a 30-minute thing every single day.
Yeah.
Yada yada. This is literally Guys, if you're listening to this, this is the number one crisis inside of our business. Brett's understanding of how long something takes versus how long sometimes it takes to implement are radically different. His concept of time is radically different.
that everyone can get better and everything can be done faster.
I I certainly understand
better?
You got all the way down to you believe even Jarvis, his time management and his understanding of time is wrong. You are unwilling to bend to any sense of reality around time.
No, well, you you create your own reality.
Screw the Mayan calendars. They don't understand it.

24:47
Cool.
Katelyn, Katelyn, half of things in life are made up.
Okay. I just I'm sorry. We That has nothing to do with the what you're about to say. It's just when I heard those words come out of your mouth, I was like, "Holy crap. nothing will cage you."
No.
Nothing will cage you.
You you You can't control it. You can You just got to unleash it. That's the only way you can do it.
Nothing will cage you. All right, keep it going.
Jarvis So, when I was doing the email and lesson, I was like preparing for this, and Jarvis was like, "Well, sir, respectfully, you didn't do the 30-minute lessons every day. You did the first 10 lessons in the first session." I was like, "Jarvis,
Classic Brett.
Jarvis, let's not get into technical here. So, I got the first lesson, and he said it would take 30 minutes. It took like 8 minutes, and then I just said, "Well, let's just do tomorrow. Let's do the next day." And I just blazed through it. So, you get this The good thing about it is it's going to start
using Jarvis to create your plan for how to better use Jarvis. So, when people say, "Where do I start?" You're like, just go in there and use it like you were already using Chat Gibbet, right? Just get in there and start using it. You'll naturally start doing some stuff, but you don't need to sit down and study 4 million prompts and be paralyzed.
Well, what you don't want to do I'll tell you what you don't do. You don't go on social media, and you don't go to

25:48your friend and say, "What are you using it for? And let's both not be productive." Right? That's not helpful. And that's what most people do. They go, "Hey, Kim, what are you Well, cuz your use cases might be different.
Mhm.
In other words, we're all using our tools a little different.
cases are wildly different.
We totally different. And so, you get this lesson every day, and quickly over this 30 days, I went from someone that said, you know, I'm like I use it like Google to I've got a directive set up. I've got my tools connected. I'm starting to do deep research and save things that I can come back to. I've built skills. So, think of skills, Kim, like just programs we're going to build that like I do this certain thing again and again. What I don't want to tell it like 35 things to do. I want to just This is a skill.
Go do that stuff.
Now, I do {slash} legal scan. Launch the skill. It happens. So, build this training program. So, I ask it, and then the And I kept asking, "How do I increase my productivity? What other tools am I not connected to? What do you not have access to?" And so, when I got it access

26:50to my drive and my Dropbox and it was like even like going and finding something in my like, you know, Google Drive is is awesome, but it is a constant thing of organization, right? Like you got to reorganize I got to get these files over here. But, it instantly can go find this for me in Drive and bring it here and whoop, it's in there. So, you build this trading program you're going to you're going to 30 minutes every single day, okay? And you're going to drastically change your skills. The next thing we got to build rules. Okay, well, everything has to have rules, okay? And even even you, you got to have rules. So, number one, what I tell it to do, these are some of my rules and here's how to work with me. And so, when you think about it, we're using and you'll see when these instructions we're going to send you on bewealthypodcast.com/ai you're going to access this through Visual Studio Code, okay? Not the normal Claude app that people use on their phone. You can through Visual Studio Code have remote access as you and I do now like where I may start something on my computer and I'm doing something so important, literally, that it's going to run at my house, but I'm leaving somewhere and I can still
Going to a Yeat concert, perhaps?

27:53
While I'm going to a Yeat concert, Cole.
I can't even come out of my mouth, okay?
Most most people are waiting in line staring at Instagram, well, I'm on I'm on now the remote app.
You're underwriting a storage unit in there.
underwriting a storage unit saying, "Hey, go deeper here, pull another comp, do the So, again, it harnesses you. So, first you want to do is build out rules. So, what I tell it to do is before you respond to someone or ask like it might ask someone on my team to go get something, before you do that, one of the rules is you need to check all of the places and see if we can solve this yourself. Go see if we can self-solve in an email, in Drive. Do you have in another directive or file a way to access the information without asking others? That's the first thing, okay? Next thing, before you do that, if it's very simple, come back to me. Don't ask other people, come back to me. Right? So, everything we're going to do, if we build a plan, a document, a system, or anything else in there, no matter what words I use, cuz I might say, "Do create a Word doc." Okay, I go no matter what I say, it means you create a Google Doc or a Google Sheet. The only two things you're allowed to create, Jarvis. Right? Google Doc, Google Sheet.

28:55If I'm emailing it to someone, cuz I think the most frustrating thing in life is someone sends you a thing, you click and it says, "You don't have the permissions." Right?
Or you you set it to work on it maybe Saturday morning when you're going to have a quiet space.
Someone sent you something
you go and you try to access it, access denied.
I literally right then I want to throw my computer through a wall and I don't want to do the thing I'm doing now. I'm I'm immediately frustrated. What I do now with
an emotional person.
Well, I just hate it when I Someone gives me something to your point cuz I've allocated time to go do it. I click on it and it's like then I text them. I'm like, "Dude, can you give me the approval so I can see your Google Doc and help you?" Jarvis, when I send something to you or whoever, it automatically the recipient is going to receive the sharing. Like But these are rules. So Katelyn, think about it. You take your brain, which is very powerful, and you're going to program your AI, which is called Justine, not as cool a name as Jarvis, might I say, but very cool. Just not as cool.
Guys, we don't have to yell into it, but watch The Accountant, you'll understand. She empowers Christian Wolff. It's a huge deal. They're childhood friends. He could not solve his accounting crimes without her.
Okay. Well, very powerful, but just not

29:56as powerful as Jarvis is the point I was making. And so you go in there, Katelyn. Now, where was I going? You distracted me. Gosh, where was I going? Oh.
You're making your rules.
So you're building your rules. You got your Google Doc, Google Sheet. You're going to take your brain, Katelyn, and you're going to teach it how to think. Right? There are certain things like, for example, I may have it draft an email to my wife with some of the things I'm working on about like I need to get her this information. And I'm like, "I want you to address her as babe." That's what I call her. I went, "Babe." Like so it knows like her birthday and relevant facts. Cuz when I'm doing certain things, I may have it help me fill out a webpage or fill out an application. I'm like, "I want it to have her birthday and a handful of other facts so I can just you know, like our PO box." And there's all this stuff. You're going to get this data in there so it's got it. All right. So we've got our rulebook and then you're also going to create other rules that will cover call like permissions and we don't want it to go in there. Like if I told Jarvis, "Hey, would you go clean out my drive and make sure it's really clean." He might go in there and delete the whole damn thing. He's like, "Look, sir, it's perfectly clean. It's never been cleaner." It's like, "Whoa, hold on. Okay, that's not that's not what I

30:57meant." So, we've got to be clear. It's going to optimize, right, for efficiency. I'm optimizing for most optimal.
Mhm.
Right, not efficiency. So, we got to have rules and and so, next we're going to kind of go to guardrails. Okay? So, some of the settings we're going to think about. Uh we've got to set up settings in the guardrail. So, number one, it says a model floor. So, big job, right? We're going to have different There's different levels of thinking. So, we think how intelligent is the thing that you're using? And these models are getting better all the time. And so, if you look at Claude right now, I'm going to I cuz I don't use the lower-level models that often, but I'm going to click over here, Katelyn, so I could look. So, you've got everything from Haiku, which it's for quick fast answers. Like, what time's the movie tonight? That would be a thing.
1-800-MovieFone.
Yeah. Yep. Your basic stuff. Sonnet, you know, routine task. It just pull this from there. And then you go up to Opus. And today, you know, we're on Opus 5 as we're filming this. And so, that's a really good day-to-day workhorse model. And then the highest model on Claude today is Fable 5.
Mhm.
Fable 5.1 to be super specific for the nerds out there. And I consider myself

32:00nerds, I am a nerd. So, I'm with you. And and each of those, Katelyn, we have a level of effort that we could apply. So, we've got the model, which is higher levels of thinking. And then we kind of have the what effort do we want it to put in inside of the model?
I just talked about this at dinner last night.
And so, when I'm doing deep research I'm going to do diligence a deal that we're going to spend millions of dollars on. Katelyn, would I want the lowest level of thought on that?
Nope.
Probably not. I probably want the highest level of thought available, right? I want to fan out multiple agents and do I want it to go pro con. I mean, I'd really want to run this thing down. And so, we just understand that there's different levels that we want to think about as we're signing a job. So, model, you're not going to want to use the same model every time. Some people might be listening to this or watching this and going, "Well, why I'm just going to put on table five every time?" Well, you're going to burn through your tokens. How do I know this? Cuz I burned through all my tokens like instantaneously. And I love it, but you'll start spending three or four grand a month. This isn't what you want to do. So, that's number one. Figure out that. The next thing is you got to realize Katelyn as you're talking to it over time, it's like the window is called a context window. So, how much Like I had

33:04asked it a question, it came back. As I go back and forth 58 times working on this deal, what's going to happen is the answer kind of gets worse. Meaning the more information it's got to read through, it kind of reads the top and then the last thing I said and kind of it can it can hallucinate is the term they use in the middle.
Okay.
And so, what you may want to do is save that to a directive, save like the work to a file, and it'll tell you when it's kind of filling up. There's this little almost like a clock as you've seen it, orange that goes to a circle.
Sure.
But, what happens is like once you get over, I think it's around 150,000 tokens, you could compact that conversation. Another way to say it is we'll save that and allow me to have a better answer as I do it. So, we got to think like just like human beings, the longer we talk, if you and I talk for five hours, I'm most likely the human brain I'm remember the first thing you said, I'm remember the last thing you said, but I'm going to forget in the middle cuz I was zoning out or whatever, right? Well, AI is kind of similar that way. Right? It's a way to think about it. And so, we're going to want to save there.
Kind of like the floppy disk of the

34:07'90s.
That's right. Gosh, Katelyn, for a millennial, very
Very specific.
Very Gosh, that
big floppy disk fan.
Okay. So, you're you're going to think about and you can build in in your So, I went in and built Katelyn cuz I was using I saw where I'm going. I also see where the technology is going and I'm just burning tokens. Like I'm
You're literally lighting them on fire.
I'm literally lighting them on fire, not intentionally, but I'm doing so much work with it that I'm So, I went in there and I looked at it and I asked AI, "Hey, how can I use less tokens and get a better output?" Cuz that's what I'm obsessed with, right? How do you get a better output for less money, less time, or whatever. And it was like, "Hey, we need to put in some guardrails for you. Like one is I'm going to tell you, what if I just flagged it when this conversation's running too long and you need to compact it or save it?" Got it. Cool. So I get a little I get a little boop. Hey dude. Did you know this, Katelyn, when you go away from your computer for over 60 minutes and you come back to that same session, it requires much more tokens cuz it'll read the entire file again and start
Mhm. I did not know that.
not know that either.
to close out every s- with like commit to memory, commit to directive.
Well, like if you I sometimes I'm in the middle of it and I can't finish right now. I can't finish like the project I'm

35:09on and then I come back 60 minutes later. Well, it it burns a tremendous amount of tokens. So you're better to like, hey, save that and then come back and reopen another window. Anyway, so we just want to make sure that we're not re-reading and just burning tokens for nothing. Okay? It's been said that the breakthrough in your life isn't going to come from a person, an idea, maybe a strategy. And I believe that every person is one breakthrough from just changing their entire life. I want you to come spend one day with me in my office with no more than 15 business owners. Bring your biggest challenge, your biggest opportunity, and let's solve that so you get what you want and you don't end up with the career that doesn't land where you want at the end. Go to bewealthypodcast.com. Next, Katelyn, we're going to build out directives. And the way I want people to think about just think of it like a file folder. Okay? A directive would be a project. So for you and I, we got
like a Trapper Keeper of the '90s.
This would be like in in your Trapper Keeper would be everything, all the directives.
all the dividers. This is where the color dividers
divider in there, which by the way, I think Trapper Keepers are making a

36:10comeback. Cole, do you know what a Trapper Keeper is?
No. Do you know what a Caboodle is?
Cole, you don't know I I don't know what the second thing is. Do you know what a Trapper Keeper
You don't know what a Trapper Keeper is? Super
Oh my god, Cole. I mean, imagine you're a kid running around and imagine you've got you've got an Optimus Prime you've got an Optimus Prime Trapper Keeper. So think of it as a as a three Think of it as a ring binder, a three-ring binder. Except it's got a flap, it's Velcro that kind of just flips over the end of it.
in all different colors. I think Mead was the manufacturer.
there's fold you can shove papers inside of it by folders, but then the little flap with Velcro kind of really seals everything.
And but there's also

Yeah, great call. You turn nothing on in the in the in the late '80s, early '90s.
Where do you charge it?
Yeah, where do you charge it? Uh I got to explain to my kids what a Trapper Keeper was and they was just like they're like, "I don't get it." So, each in the Trapper Keeper each you each directive is going to be a folder, like a project. So, like we would have one called Apple Mountain Golf Club, right? That's the whole Apple Mountain. Inside of it, I might have a subfolder or subdirective like our

37:14point-of-sale system. I might have it for payroll. I might have it for the range. I might have it for marketing, insurance. Those are all going to be subdirectives inside of it. It's just projects I'm going to work on. So, it's going to store all the information where we're at. And it's basically written in in it Think of it just like a a an SOP, a standard operating procedure we'd have in our business. It's basically when you go into this directive, it's what to do, what tools to use, what to think about, and what we've already worked on. So, it's going to hold any topics as a source of truth. Okay, it's going to point back to this. And so, it's storing the work so we can come back. It's already organized in there. Nothing we couldn't do on our own, Katelyn, but imagine it was just all harnessed and kind of organized for you in the most efficient way.
This has been my hot button of the moment.
Yes.
I've said this in the last two episodes I've said this phrase. If someone's playing a drinking game, this would be the phrase.
Oh boy.
the Dewey Decimal System of the library.
That's another just Talk about Well, we just lost seven listeners right now and viewers.
[0:38:14]
That's the Dewey Decimal System. Katelyn, you really know how to build excitement. Guys, say Isaac's exciting as Terminator and the Dewey Decimal System.

The pendulum has swung all the way across. So So, I've got Katelyn in my Dewey Decimal System in my traffic. I've got over 100 plus files right now. Like probably 30 projects.
Okay.
Main directives and then another 100 to 200 beneath that. And so, think of it like a filing cabinet and we're literally it's a source of truth that we're going to create. And so, everyone needs to go You build your rules, you build your directives. It's where you're going to go to do work. So, when I go to work on Apple Mountain Golf Club, I'm not going to use my human brain cuz it's highly fallible. I make mistakes all the time. It takes me a long time to get up to speed. I can instantly say I don't think I think where are we at? Pick me up where we got projects we're working on moving towards goals. Where are we at? And he's like, "Oh, sir, welcome back. Here we are. We need to make these decisions or you need to work on this."
It's a beautiful day at Apple Mountain.
It's a beautiful day, sir. Let's What do you want to do today? So, the next thing, Katelyn, we've got our files, we've got our data and and so, in these directives, we may need to connect data to it. My That might be showing it,

39:19"Hey, in the drive folder, I want you to access all of these financials." So, I have it look at all the financials month over month and it's all the things that I used to do by analyzing all of our financials, but I tell Jarvis how I view them and then to give me a little summary, right? I get a I get weekly reports on everything. As you know, like in and we'll talk about different use cases here in a minute, but it's it's it's things that I was doing before, Katelyn, that might have taken me an hour or two to accomplish. I now can have a report emailed to me and I can make a decision in 30 seconds because it's just doing the work. Right? So, that's the first place cuz it's going to save you so much time. It's things you were doing before. Can we automate them and you make better decisions with better data faster?
This was a hire we have talked about for about 5 years that we needed someone in the business, someone in our business who would go and do all of the research, all of the analysis so that you then could do the decision making and forecasting for the company. But we need someone to get all of you So, wouldn't it be incredible if we were able to hire the right person and we budgeted this was a few hundred thousand dollars a

40:21year person that would go out and get me all of the data, all of the research, all of the information, present it to me in the format upon which I want it so then I can make the right decisions for the business. You said if I had that, I could conquer the world. I would have infinite amounts of time and energy to allocate toward the right things we need to do if I could get this higher. And we looked, we talked about it constantly. Where would you find this person? How would you train them how to think? How would you train them to think the way that we want to versus whatever they learned at, you know, DeVry or wherever they went to school, hypothetically. My 90s references are really on point.
Wow, we're going to DeVry. Jeez. Yeah, that
I mean soon guys, this is on dial-up soon.
We got I think the intro song's got to be Tears for Fears. So, we got to like we got to do some Tears That's late 80s, but we got to do Tears for Fears.
that only makes sense. I think it only makes sense. All I'm saying is this higher is something that we actually needed in the business and 3 years ago, 2 years ago, 1 year ago, we would have paid someone a salary of 200 to 250,000 dollars and yet

41:25still take 2 to 3 years to train them in order to be optimized. And you did this with Jarvis in 30 days was the model, but you did it in 8 days because that's you.
Cuz I'm a psycho. And so so you've just got better ways to analyze larger swaths of data faster and better. You don't you don't need an analyst in your business anymore. And so the one thing I want to think about is this can help you answer questions or things that you weren't solving. You could also even ask like how should I be thinking about this?
Mhm.
If you were me, I do a lot of this Jarvis, if you were me knowing everything I'm doing here, what what decision would you make? I'm not saying he's right, but it gives me how how hard is it Katelyn to get a really good answer or someone who's completely objective pushing back. It's hard because they don't have the context to do it. And this has access to my entire life so it can give me really good advice. So, the next thing Katelyn, we got to connect all of our tools. So, every tool you're using, but you need rules for the tools that we talked about. So, we're going to give it we give it nine there's nine connections in all, but every tool has a rule. So, email. Katelyn, I get a tremendous amount

42:29of emails, right? At the size and scale of our operation, I get a tremendous amount. And so, many times, right? Like I can say, "Hey Jarvis, read this." I'll drop another link in there, access this information, then draft a reply based on this data. Cuz my answers are typically short. Yes, no, don't do it. But sometimes
You're doing the you're shaping it of what what we want the response to be, but not necessarily needing to go out and go That was me typing. But to go out and actually type the actual words, think about the punctuation, think about Did the hyperlink work? Did it not work? Did I get the attachment? Did I not get the attachment?
All of it, right? I want it to say
It's still your thought. It's still you. It's It's not Terminator.
It's all me saying, "Hey, I want to reply to Katelyn's email. Here's some things that I think that that I want to like I want to analyze, and then reply back with why we got here." And he and I worked on all of this.
Yes.
And so, I'm doing a better job communicating with our team and our external team.
Educating us.

43:29
Because I can educate through and again, my dot MD file, which is Brett's brain in there, is getting bigger every day. And so, when you do this correctly, your machine gets better.
Versus no, I'll talk to you about it when I see you.
don't do it and talk to you later. Right? So, it's not helpful. And so, I use a tool for my email called Superhuman. There's a beautiful API to connect it. Your ideal way to connect all of your tools would be an API.
Mhm.
Sometimes you're going to have to fill out forms and stuff with companies to like get connected. They don't want to just give it to everybody. So, but that's okay. And then like there's always other ways to connect via an MCP connection. But so, email, it's going to draft it not send. It's important to know that. Katelyn, I don't have it just send it. I have it I give it a lot of information, draft it, then I will still go in and edit it and then send it, but I'm now spending seconds not hours. Okay, so I had it go back. First thing I did on my email, Katelyn, I had it go analyze the last thousand emails I'd sent.
Ah.
And it said, "What me to do is I write in a very specific way that is typically very direct and try to be very truth forward." Is that a fair
Transparent.

44:31
Transparent. Radical transparency is one of the core values of our business. And so I try I I want it to copy my voice not some you know, overly indulgent voice. It's just not mine, right? So, number one I want to find my authentic voice. Okay. Second thing, let's talk about your calendar. So, have it go analyze your voice and have it start, but it might need to do some of the research you would do. Like, "Hey, I I want to reply to Katelyn's email. I need you to research these eight things." Then I want you to give me a pros and cons. And I may be working on it in the background and then that's going to send that email.
Yep.
All right. Next thing, calendar and drive. You got to have it. But like now when I go to book a meeting, I'm not going in there and sending it and then it's like he already knows my Zoom link, he knows my calendar, he knows when I'm available. "Hey, draft an email, propose four times I can get to them, send them the Zoom."
Put a placeholder in.
placeholder in, send them the link, send a follow-up by the way to the person, remind them of the meeting. Like, it's like the things you would have your assistant doing, the person you would hire. Again, never drops the phone,
Never had a flat tire.
Never had a flat tire, never went to go to forgot to, you know, charge her phone. None of that.

45:33So, your project management system. Right, it can read where everyone's at in the company on this project. So, you may just say, "Hey, where are we at on this?" And instead of me emailing you or texting you, I can just go see where we're at, right? So, that's another one. I've plugged it into my I use a program called Kubera, k u b e r a dot com, for my net worth. And so all of my things are connected. So, I can actually I get a report on my net worth delivered every single week. I want it to go in there. I want it to tell me the change. I want it to tell me if there's a certain amount of category I want to know why it changed. Again, all of the things I was doing before that would take me hours, now I get a report on Sunday morning and I'm like, "Oh, cool. Everything's in line." Right, I've got uh I've got it installed on my browser so it can help me fill out things in and again, I'm still going to hit the submit button. So, it's not submitting anything for me, but Katelyn just allow and this isn't all I might have eight windows running at the same time all connected to my tools accomplishing more goals. So, connections that you I talked about I I've got every aspect of my health connected. I am managing my health from my eight sleep to my HRV to I've got a

46:37blood pressure cuff and I've got a a scale and all feeds I've got a glucose monitor because I have a superpower. And all of these things Katelyn are fed together and allows me to make better decisions on my health, my business, my life from trips to research. So, people say, "What does it do?" Right?
Whatever you want it to do.
It Whatever you're doing, it harnesses you. Right? So, next that section connect all of your tools, get everything connected.
Most of us make massive investments in our business and some of those investments don't pay off. So, you can come spend a day with me for $997. You come out to one of our resorts, you're going to spend a day, bring your challenge, bring your opportunities, and let's work through it in a one-on-one coaching session. You're going to be in a room of your peers, no more than 15 people are going to be there, and I'm going to coach you personally to tackle your challenge and your opportunity. Go to bewealthypodcast.com to see the next dates for our event.
Next step, we're at step six, Katelyn. We're going to build skills and this is where I think it becomes like transformational.
Agreed.
Like it's This is all great. It's going to make you more efficient and you're

47:38going to do stuff better and faster and it's it's cool. This to me is where it just goes to the next level. So, a skills the one I want you to realize, Katelyn, it's nothing fancy. It's a folder with a short file in it. It's plain English and when to use it and the description is the trigger, right? You'd write it the way you'd actually ask it. So, like my I've got one for hard money. I've got one for legal scan. I've got one for deal screen. I've got a tracker that Jarvis builds and he tracks all my projects.
But to be fair, it sounds crazy. All you're doing, right, is saying, I want to build a skill. Like you start with that is what you're writing in the window.
Well, Katelyn, I'm actually like so I've on the legal one like I was doing this I was reading read this document, tell me the risks to sign it. Go research case law and any issues that could come out of this. You know, create me a I went through this whole process that took like 30 minutes, right? When I was done, I was like, let's just build this into a skill. I'm going to do this again. So, Katelyn, it's work we're already doing.
So, it's not like we have to go and there's a whiteboard here and we have to go like, okay, I'm going to build a skill and then I'm going to write all of the things that it needs to do. It's

48:41something you can already be doing. You call it net time, no extra time.
That's right.
It's something you're already doing that you're showing it how you want to think through it, what the steps of it are and at the end you can say, hey, is this a the the question you ask yourself is is this a duplicatable task that I'm going to need to do again?
That's right.
Will I ever have to do this again? And if the answer is yes, save it to a skill. Then the next time the skill goes through and you need to do it, you say, launch said skill, launch hard money skill. And if you see errors or you see issues with it, coach it, train it, make the skill better just like you would do with your assistant.
It's exactly right. So, you and I love the way you said it, Katelyn, it's just you're it's things you're doing. All of the skills that I've built in here were things that I were doing again and again. And in the beginning I wasn't smart enough to build the skill, right? I was just like, oh, I'm just going to keep doing it. Then you're like, wait a minute. Anything now that I know there's a chance I'm going to do again, I just tell Jarvis, build this into a skill.
I have it doing, Brett, all of my month-end reconciliations and start of

49:44month reconciliations for all of our properties, all of our team bonuses, all of the things that normally have to happen. It knows on the first of the month, I start that project, and then it sends me the information to review. It goes and uses all the data sources to pull all the information versus me going, "How many movings did we have at Roundhouse? 1 2 3." No, it has clicks right into the back end, pulls all of the information, populates it in through the skill, and now it's done. That used to take me 3 days basically at the beginning and end of every month to get all of the close out done from like weird charge codes you got to do on the accounting end, you know, posting GPR, like all the things you have to do to close out. Now, Justine does all of that for me before I even wake up in the morning, and now I'm condensed down to 30 minutes to an hour of reviewing it. But, you got to review it, right?
Completely. This doesn't replace the human part, which is why are the numbers the numbers? And you're going to have

50:46checks and balances. You're going to do some auditing. But, to your point, instead of spending 3 days, you actually can go check it in 15 to 20 minutes, and then you could spend the next 45 minutes actually interpreting the data making great business decisions.
1,000%.
And this is where I think business owners go wrong, Katelyn. It takes so much work to pull this together. By the time they're done just getting it together, they're like, "I'm done. Good. It's done." And like, well, well, that was the setup to start doing the work.
1,000%.
And they're not doing Like you know, like there's so many examples here. And so, before I build any skill, it's got to pass three tests. And I want everyone to get this. Three tests. Number one, it's got a real reoccurring trigger. Like there's a Do I want it daily? So, an example of a skill I built because we're in the golf business, as you know. And I want in any business we have, especially in the beginning, as you know, I want more data all the time. And in golf, I wanted to know what are the daily sales every single day. And I want to know by revenue category. I want to know greens fees. I want to know cart fees. I want to know food and bev. I want to know range balls. I want to know gloves, balls. I want to know

51:50everything. And I want to know then I want to know actually how does this Wednesday compare I want to know what we did you know like we're filming this on a whatever on a Wednesday. I want to I want to know what did we do today? But I also want to compare this Wednesday to the prior eight Wednesdays. Am I up or down by what percentage? Cuz like this Wednesday may kick ass, but like if I just look at Wednesday I don't remember what the last eight were. So I love seeing where are we going? And so now I was pulling this data myself and it was taking me like an hour and a half a day. And now I get it and I look at it and then I don't know 5 seconds I know whether I need to call you and I want to have a conversation or I don't about
I will tell you this is your as your partner you used to call me and ask a lot of questions because you're a data nerd. Oh you want all the information all the time and as your team member as your partner in things I always wanted to provide that to you and that was always a frustration between the two of us because either it would take me a lot of time to aggregate it. I may not have the data as quickly as you want it. We just covered that earlier.

52:51
Yes.
Your concept of time.
Yes.
And doing all of that would take away from my ability to run the day-to-day operations of the business, right? And so I was in this vice between the two. I want to run the day-to-day operations and focus my time and energy to optimize the businesses, but I also need to give my partner the information that he needs in order to allocate the right energy to make the right decisions, right? And I'm in a vice of that.
Yeah.
And and now that you've used AI I have become more and more productive in the operating side of the business because I no longer have to slow down to doing that to get you the data so you can go faster. Rather than we can both charge fully ahead because you have access to everything that you want. There's two tools we currently have today that you do not have API access to and it's the only thing holding us back.
Yeah, what are those two?
Well, I don't want to be held accountable around this. No, I'm just kidding. No, it's true. It's Yardi. We switched over to the higher end of Yardi and it's Range Star for our Range Servant for the new Range machine.

53:53
And that one doesn't have it. So, I'll build a system for that. Um but the Yardi does have an API, correct?
does have an API. But with Range Star, all I'm going to do is get you an automated report that sends out at midnight every night. I can set up an automated report. Now, you've got it sitting inside of Google. It's sitting inside of your Gmail and Superhuman. And now Jarvis just every morning can go and grab that and give you the scoreboard that you need to see today.
And and and so the point so three things it's got to do. It's got to be reoccurring, right? We decide the time frame. Is it daily, weekly, monthly, whatever. It's got to have a distinct know-how. Like specifically what are we pulling, why? And there's some methodology to it. Again, like I use the example, I want today's numbers and I want to compare it against the prior rate. Third thing, it can't What it cannot be. The third thing, it cannot be just a checklist or something that is just a scheduled job would be better, right? So, you want like these skills are just things that allow you programs, like little mini programs running, creating an outcome that helps you exponentially.
Love it.
Uh now, sometimes I build these and I I change them, I tweak them, right? And then I'm like, ah I don't want to see that every day. I want to see it every

54:54week. Or this data is not helpful. I'm missing something else. So, we can constantly be tweaking it to get you what you need as a leader, as a business owner, as a CEO. Right? What we're all craving is better visibility in the outcomes of our business. And I always think like we're a pilot. And there's clouds everywhere flying in the sky, right? There's clouds. We can't see anything out the windshield. So, what does the pilot do? They're looking at all of the dashboards that tell them how high they're flying, how fast, if there's a storm ahead, you know, we're going to go around it. Like so as a business owner, the more you can get visibility into the outcomes of your business, the better decisions you can make potentially.
A thousand percent.
But for most people are flying largely blind their whole lives. Right? Which is very hard. I have used it and we'll talk about applications here at the end. I'm going to give I want to hear your top, you know, three use cases. But again, a skill is just a folder job description and it's so like this is where I think again, it it goes to the next level.
Mhm.
It goes to the next level. Do you want to add something there?
Well, I was going to say uh the thing that you really were talking about there of

55:56I'll see the report come out and I'll want to tweak it, right? Or I'll want to look at something different.
Yeah.
I want to share something from not only the person who's also using it, but your business partner in this. I think a big thing that people can get stuck on is you put together a report and it starts sending out, right? And you you ask Jarvis to send it to you and me, hypothetically. And I see it and I find something wrong with it. And I'm like, Brett, this is so dumb. Jarvis doesn't even know what he's talking about. He's not pulling the right data, right? Like and I can discount Jarvis
Mhm.
and say, we have an issue here. And there was a huge mental paradigm shift for me because respectfully, Jarvis was an when he first joined us.
feel that way. I feel he's an exceptional human.
He was very rude. He talked down to everyone and we had a lot of pushback on Jarvis. I think it's okay to be radically transparent and tell people that.
That is very true.
No one liked Jarvis. Jarvis had no friends except for you. However

56:57
I'm his best friend.
I I had a mental paradigm shift and I think a few other people in our our business did as well and in the you know, our businesses couldn't be more on board with it now for the fact that when Jarvis makes a mistake or Jarvis doesn't have all the information, rather than looking at it as your AI is dumb or they just don't know anything, whether you're the user or the person working alongside someone who's optimizing it. Rather than looking at it and saying, this thing's dumb, it doesn't get it, it messes everything up, I'm never going to be able to get this right. Look at everyday and every output that comes from it as an opportunity to train it to be better. So, on the sales team, a guy goes out and has a listing appointment and he doesn't close it. You say, "Get on back here. Tell me what their objections were." And you're excited because they have failed and it gives you an opportunity to teach them, right? Your AI is the same thing. Get in there and start on the process and when it spits absolute garbage back out of you,

58:00because there's going to be a time that it does, celebrate it to say, "Oh my gosh, it actually I get the opportunity now to train it on things that I thought it already knew and fine-tune it to make it even better." So, instead of looking at these as these reports start coming out as "Oh my gosh, this is frustrating. This doesn't make any sense. It doesn't know what it's doing." It's your opportunity to train it to do it right. So, celebrate that. Don't lean against it.
Yeah, I would just say that if it's if it's wrong when you send it to someone rather than going, "Oh, you're using AI for your emails. It's not helpful." Cool. Provide me additional context that I could utilize because we all want
and it.
But like whether it's a team member, whether it's a someone you're paying like your your CPA or whoever, what everyone should realize we want the best outcome.
Mhm.
So, we're not fighting over we might debate the idea, but we want to be we want the right outcome for whatever that is. And so, it's just might be missing some context which is a great place like, "Oh, okay. Wouldn't you rather know that you're right in the end or would you going to make decisions and be wrong and like just run with scissors

59:02which is what most people do?" So, this gives you an opportunity to go and like I'm going to feed this into it and I was like, "Oh, hey." And sometimes I upload one more thing and it would be like, "Hey, you're right." So, like you're going to have this back and forth as you're building it. So, you build these programs. Now, right now, Katelyn, all these skills are running they're running on your computer. So, your computer's got to be on to run these.
Okay.
So, I got going and I was like, "This is awesome, but I can't leave my computer on 24 hours a day." As bad as I want to. And so, cuz anytime like I'm a I'm I'm in an airplane or whatever, like I can't fire the programs I'm running. And they became these skills became so valuable to me. I go to Cole, I'm like, "Dude, I This doesn't work anymore. I either got to buy like a Mac mini and leave it on and move it over there and now I got two things I got to synchronize. It's a pain in the ass." And so, there's a whole thing it's called GitHub. So, basically I take the same program here and I put it on the internet and it's able to run 24 hours a day anytime you want it. So, you'd move it in there, you're going to move your same skills or things that you want done, you'll move it into GitHub. By the way, I didn't even know what GitHub was. I had no experience in it. By the way, and I asked Jarvis said, rather than I the everything in my, you know, every

1:00:05intuition in my body, I wanted to call Cole. Cuz I'm like, "Hey, set this up. I need to call him and bother him."
the same as calling me for the data. You want to call Cole for a
And then I'm like, "Wait a minute. I'm like, wait a minute."
Another '90s reference, phone a friend.
Phone a friend. I'm like, "Hey, this thing could show me, walk me through step by step, how to move my skills into GitHub." And it's like, "Yeah, well, you click this and do that." It I don't know if it took a couple hours to move all of them there, but not a big deal, right? So, we need to next step will be once you get the skills going, cuz you're going to build skills that you don't use. You're like, "Oh, this one's dumb. I don't need I'm going to do this a different way." Then you're going to have the ones that you're like, "Oh my god, I couldn't live without these." Yeah, so you're going to upload those to GitHub and you'll start managing it online.
Okay.
And so, all right. So, I'm going to go in here. Now, Katelyn, we're going to build the operating system on top. Okay? The reports are great, but now what I found, right, Katelyn, I've got all these things going, I'm assigning tasks all the time. I was like, "Jarvis, I need you to help me hold the organization accountable to what we agreed to do on the deliverable timelines." Cuz a big part,

1:01:07I believe that as a CEO, 90 plus percent of your job is accountability. If you're not actively on the field doing the thing, but if you're leading other people, you're asking them to do something, right? So, Katelyn, can you have this done by next week or at the end of the month? My job is to eliminate barriers for you.
Mhm.
Help you get there faster, right? Like provide understand your priority. This is what matters to me. I want to remove all roadblocks and I need this delivered on a certain time.
It's priorities, roadblocks, and accountability. That's it.
And so to do that, but like as I started signing things, right? There's hundreds of tasks in our business across all the different people. And so I'm like, "Jarvis, I need you to help me hold everyone accountable."
Jarvis is your accountability buddy.
He is my account He built out he calls it and he he's like, "I'm going to build the drop Jarvis tracking operating system." I was like,
Lose yourself, Jarvis. You get in there.
And so now I get a daily report every day. This is one of the things he says, "These are the three main things that are supposed to be delivered to you today." And total insight and accountability. So
Does Jarvis then email me and say, "Baller?" {question mark} on that same email thread?
He does use a his he does do ball I say

1:02:10he I call a lot of people
He calls me "baller." So I'll get a lowercase "baller" {question mark} means
And I let him know
Where is it?
Yeah, he he he'll sometimes he'll
where is it?
So here we go. So there's four main things, right? To do the accountability. Number one, capture, track, surface, and drive. So I have him capture every commitment. Okay, Katelyn, you're going to give me that by next month. And capture every commitment. Mind other people and theirs to me. So if I've committed to you, you committed to me, we got to do it. Uh we're going to track who owns it and when it's due. We're going to surface it in the morning brief. So as I get my morning brief from Jarvis, he's going to email me that again. And then he's going to help me drive the follow-ups to make it happen. Imagine you've got this thing that's helping you accomplish more through your business. The number one bottleneck in our world Katelyn is never doing the work. It wasn't the work dies in the follow-up gap.
A thousand percent.
And it's where I think all of all of our listeners and viewers can go the most. Imagine if you had a way to get everything you wanted to accomplish done in a way that something else was helping you. And by the way, you might not

1:03:11assign as many tasks as you were before. Because some of the things that I would have assigned to people before
You can do it your own now.
Katelyn, I'm just like I I don't have the time of that. Well, I'll just crack another terminal window open and Jarvis will nail this down over the next 30 minutes and I might have I literally, as you do, have 10 windows doing work while I'm doing something else. Or I go to lead a meeting or a coaching call for an hour. I come back, it's all done.
1,000%.
Right. So, it's just I mean it I've got a currently there's 141 open commitment threads right now. This is Jarvis pulled this today.
How many of those are mine?
I can I can get that for you if you want to. Jarvis would love to tell you. But so so it's just like having the account that for me was a huge part of it. Building the accountability piece, right? So, the system
a piece of mind, right? Like how great is that? There's nothing worse than being in the shower, right? And and you think, "Oh my gosh, I asked Cole to do that. Where is that? What happened there? I totally forgot about it." And then by the time you deep condition your hair and you get out, hypothetically, you don't remember that.
Yeah, definitely deep conditioning is a huge

1:04:12part of the of the routine there. A huge part of it. A huge part. Uh so, all right, Katelyn, so to close this out or I want to walk the those eight steps again. Number one, name it, realize it's an employee, give it a job description. Okay, who you are, what you do, what you want, program it to think like you. Next, you write the rule book. You write the rule book on the rules you want it to perform. Put in your settings and guard rails, okay? And you can research. And everyone's You know what's funny, Cole, when I talk about this other people and they're like, "Well, are you comfortable giving it your information?"
It already has it.
And I'm like, "Do you talk on your cell phone on this thing? If you say pink Porsche and then you go everywhere there's a pink Now, Katelyn, you're a pink Porsche owner. It's like I don't understand they got our information, right? Google's got it." I'm like, "Well, do you use Drive? Is your information in Drive? Okay, that's already out there, right? Like it's already there. So, I don't pick what guard rails you want. Now, I don't I wouldn't give it like, you know, open access to everything in the world. Like if it's going to have access to your banking, I just want to pull the data out of there. I don't know that I'm going to give it I'll have it running around in there. All right, next you're going to build directives. Number

1:05:14four, build out the directives. Your folders, your filing cabinet, one file per topic that is the truth. Five, connect all of your tools. Rules for each one. And I'm going to tell you the mistake people make, they get like half their tools. Any tool that you log into, connect it, right? Take the time to do it. Next, repetitive tasks. Start building out skills. As you build the skills, once you've got four or five going, use GitHub, move those online, which is number seven, and then build the accountability behind it. As someone who wins, and I in no way would I say I'm the most knowledgeable person in the world on AI. That's not what this podcast is about, but I think people are missing it today, Katelyn, and they've got to go do this.
Agreed.
Because uh for I've seen what you and I are able to accomplish. And I think what's interesting is we're is we're filming this in, you know, in 2026. What's fascinating to me is we've never done more as a company with less labor.
Agreed.
And so today, right, it's not that we're replacing people with AI, we're equipping our current people to be 10 times more productive. So we're not having to hire more people today. Now,

1:06:16at some point we'll have to, but today we're just able to accomplish more, better data, better decisions. And it's not just money. Right, I use it to like for trip planning. You know, like I do a lot of epic trips with my family, and I spend way too much time researching and finding the ultimate thing, right? Like I want I want to do the research. I want to read the reviews. I want to scour, you know, like I I I really spend a lot of time cuz I want the I believe what's that? I I mean, how are you going to get to eat in Central Park if you don't know things like this? If you saw what we're doing, by the way, it's it's insane. I actually have a skill, if you want to know, Katelyn, because I spent so much time building the trips out in the way I do it with Jarvis. I built a skill called trip planner. And it literally, I mean, if I showed you the skill, Katelyn, it would blow your mind. Because it sounds crazy. I was spending a lot of time doing this for my family cuz the highest value in life to me that I can spend money on is epic experiences with I love. This allows me to do it in a better way and saves me the time. So, that's it. AI AI is the assistant you don't have today. And it can radically change your life if

1:07:18you do it. If you want the whole training program, click the link in the show notes. Katelyn, AI is not the Terminator. It's not going to hurt you. It's like anything else, right? It's neither good nor bad. It's what you make of it. You can get radically different outcomes. And the goal of everything we put on this podcast is to help you figure out better ways to live the life that you want, right? This is one tool that can actually exponentially help you. It's helped Katelyn. It's helped myself. That's Katelyn Mitchell. I'm Brett Tanner. This is another episode of the Be Wealthy podcast.
This is Jarvis.
This is Justine. This is powered by Jarvis. Go out there, get AI going, study it, use our training program, and be wealthy. And we'll see you back here next week.