Jose M Lopes | AI Automation

Welcome to my channel! I'm Jose M Lopes.

If you're a CFP or CFA drowning in manual follow-ups, forgetting which prospects you haven't touched in weeks, and wondering how you'll scale without adding staff—I can help.

After spending 3+ years in operations, project management, and building systems at a $150M RIA firm (with experience in para-planning and investment management), I know exactly how advisors work and where the friction lives. I have a Master's in Quantitative Finance and Investment Management.

I build n8n automations that turn your fragmented tech stack into a seamless lead management system. No more prospects sitting for weeks. No more "Did I follow up with them?" anxiety.

Whether you're handling 2 leads or 20 per month, let's build the system that gives you peace of mind.