Before I became an advisor, I worked as an account manager in a small design and print-production business. I coordinated client work with designers and production teams. I learned how much an owner depends on good people—and how much those people depend on a business that works.
Today I’m based in Redwood City. I have two retirement-plan clients, including a local creative business. I care about those clients and bring in help when I need it. But retirement plans haven’t been a deliberate part of my business.
That’s changing.
I want to work with more of the people building businesses in an industry I know: independent design, printing and creative production. My initial focus is nearby companies with roughly 10–50 employees. My goal is to go from two plans to ten—with a process I can keep improving.
There’s no shortage of tools promising to make that easier. I’m taking a careful approach: choosing AI tools built for the retirement-plan industry, understanding what they can do, and using them alongside experienced people.
The Waivz suite is becoming part of that process.
Search(k) helps me investigate nearby companies and their public plan filings. Its Advisor Intelligence Report gives me a structured starting point: opportunities to explore, local context, talking points and an outreach approach. Bench(k) puts plan metrics beside defined peer groups and adds focused AI analysis. Chat(k) helps me research the questions that need a closer look. I review that work before using it with a sponsor or TPA partner.
The next piece is communication.
An advisor version of Studio(k) is in development, with a vetted library of educational pieces I’ll be able to personalize with my own branding. Alongside new marketing capabilities, it will help me turn a useful conversation into a useful follow-up—and stay in touch with something relevant to say.
I’ll still need to understand what I send. I’ll still need to ask questions, build trust, and recognize when a specialist belongs in the conversation.
But I’ll have more resources behind that work.
That’s what Two Plan Tony is about: an advisor taking a familiar starting point and building a more capable practice, one plan relationship at a time.