How Financial Planners With Zero Coding Experience Built Their Own Agents - Matt Ragone, Range

Matt Ragone is a financial planner at Range, an all-in-one wealth management firm, not an engineer. He leads AI adoption for its planning team and shares the step-by-step method non-technical planners used to build their own agents and skills. With standardized processes and client data already in one place, the team could have an agent draft cash flow analyses, insurance reviews and tax reviews while planners are on calls with other clients, with a certified financial planner reviewing everything before it goes out. He walks through the five steps: pick a workflow you repeat, teach it real cases, package it as a skill, test it on edge cases, and ship it with an owner and a reviewer. Chapters: 0:00 Intro 0:42 A financial planner, not an engineer 2:28 Using AI as a chatbot 3:03 The bottleneck was typing speed 3:37 What changed with agents 4:21 What it took beyond a good prompt 6:27 Five steps to build a skill 6:58 Step 1: Pick a workflow you repeat 7:47 Step 2: Show it real cases 9:11 Step 3: Package it as a skill 10:50 Step 4: Test it on real cases 11:52 Step 5: Ship it with an owner and a reviewer 12:27 Where Range is now 13:29 Let the experts build the skills 14:28 The bottleneck has moved Matt Ragone https://www.range.com Join us in SF for the second annual AIE CODE summit: https://aie.codes our last flagship summit of 2026. Applications live now!