Hi Michelle, I hope this message finds you well! I recently read about the impressive initiatives DFW Legacy Group is undertaking in the financial advisory space, especially your focus on creating sustainable legacies for your clients. As the industry evolves, I understand the challenge of balancing personalized client service with scaling your operations efficiently. At Kaizen AI, we specialize in providing AI-driven solutions that streamline client interactions while enhancing the personal touch DFW Legacy Group is known for. Imagine being able to offer even more personalized insights to each client while freeing up your team's time for strategic growth activities. Our platform is designed to do just that, ensuring you can maintain your high standards without compromising on efficiency. I’d love to discuss how our solutions can align with your goals. Could we schedule a quick call this week to explore the possibilities? Looking forward to the conversation! Best regards, Gus Sanchez Kaizen AI