Financial planners with zero coding experience built their own agents in five steps
AI Engineer · youtube · 2026-11-08
Talk from the AI Engineer CODE summit: Matt Ragone, a financial planner (not an engineer) at wealth-management firm Range, led his team of non-technical planners to build their own agents and skills. With standardized processes and client data in one place, agents draft cash-flow analyses, insurance and tax reviews while planners are on calls, with a certified planner reviewing everything before delivery.
His five steps: pick a workflow you repeat, teach it real cases, package it as a skill, test on edge cases, ship it with an owner and a reviewer. Takeaway: let domain experts build the skills — the bottleneck has moved.
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