Montgomery Wealth Advisors

At Montgomery Wealth Advisors, we work with you to articulate and prioritize your goals.  Then, we create a custom plan to help you get from where you are to where you’d like to be. Using strategic planning, evidence-based investing, and meticulous client care, we help put you in the best position to make your goals realities.

Founder and Principal

Morgan Stanley

I assist individuals in meeting their financial objectives by offering customized investment strategies. I cover an array of investment disciplines and offer a variety of strategies designed to optimize risk to help meet a client’s investment objectives.

Financial Advisor

Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

I worked with a hospital CEO who had millions in assets—but no real financial plan.

They had an advisor managing their investments, but when I asked them:

➝ What’s your plan for funding your daughter’s wedding?
➝ How will you transfer your wealth to your kids & grandkids?
➝ Do you know exactly how much you’re paying in taxes—and how to structure your wealth for long-term security?

Their answer? “I have no idea.”

That’s the problem.

Success isn’t just about making money—it’s about structuring wealth for long-term freedom and security.

Most high-level professionals are so focused on their careers that they don’t have time to coordinate the moving parts of their financial lives.

➝ Investments are being managed—but not structured for long-term success.
➝ Money is being earned—but it’s not working efficiently for them.
➝ Assets are accumulating—but there’s no plan to transfer them intentionally.

When I work with clients, we fix all of that in just a few weeks.

What I Do

I provide healthcare executives, private practice owners, and medical industry leaders with the financial clarity, strategy, and structure they need to make their wealth work for them.

➝ I structure your financial plan so you have complete clarity and control.
➝ I ensure your wealth is positioned for long-term security and generational impact.
➝ I create a coordinated roadmap—so every dollar is working for you.

This isn’t just about investments. It’s about building a fully optimized financial structure that supports your goals, your lifestyle, and your legacy.

Next Steps

If you’re ready to stop leaving money on the table and start building a financial strategy designed for long-term success, let’s connect.

➝ Send me a message or book a quick call.

I work with a select number of clients each month to ensure the highest level of service—so if this sounds like what you’ve been looking for, let’s start the conversation.

John Montgomery

The best client conversations are not usually about markets.

They’re about the uncomfortable things:

What does your mind go when the house is quiet?
If you never needed another cent, what would you be doing?
If stripped of your title… who’s left?

These aren’t easy questions.
They’re the ones leaders dodge until they can’t.

Because once you’ve built something, the job really to grow it.

It’s deciding what you want on the other side of it.

Most people chase returns.
Consider alignment instead.

And that starts with braver questions.

Trusted Wealth Advisor for Hospital CEOs & Presidents → Helping Healthcare’s Top Leaders Build & Protect Wealth that Matters. Legacy | Community | Purpose | Outdoor Enthusiast & Avid Reader

I think I may have uncovered the single best life hack.

Walking.

Yep. That's it.

Walk around the pond. Walk in the woods. Just walk.

But here's the real secret:

I talk. Out loud. To myself.

The neighbors probably think I'm losing it.

But it's part conversation with myself, part conversation with God, part working through whatever's stuck.

Man... I cannot tell you how much I've figured out this way.

Something about the steady movement unlocks things.

Problems that felt impossible at my desk get. I get clarity.

Decisions I've been avoiding become obvious by mile three.

Try it.

Walk. Talk. Don't worry about looking crazy.

The clarity is worth it.

AI Cult Leader | AI-Augmented VAs, AI-First Training & Custom AI Solutions | Turning Teams into AI Superstars

From AI Confusion to Market Leadership – in 6 Months.

For ambitious SMBs ready to conquer the AI transformation mountain (50-500 employees).

My track record:

✅ Trained teams at Google, Recharge, ScaleUp & many more leading companies
✅ 75% team adoption rate (vs. industry average of 23%)
✅ 25+ companies guided from base camp to AI excellence
✅ Guaranteed 40% efficiency gains within 6 months (ROI in first 6 weeks!)
✅ Built profitable AI transformation practice from 0 to 7-figures

What you'll achieve with me:

→ Finally escape "pilot purgatory" and scale AI company-wide
→ Transform team resistance into genuine AI excitement
→ Build clear ROI case that satisfies boards & investors
→ Create sustainable competitive advantage through AI
→ Navigate the overwhelming AI landscape with a proven sherpa
→ Integrate AI seamlessly with your existing systems
→ Position your company as the AI leader in your industry
→ Attract top talent excited about your AI-powered future

Let's connect:

Send me a DM – let's discuss your AI transformation goals

Not ready to climb yet? No worries.

Follow me for daily insights on making AI work for your business. 🏔️

Tim Cakir

I built a complete B2B sales system using Claude Code (using the new Opus 4.5 model)… And this beast F*CKING RIPS!!! 🤯 You gotta see this…

It has access to my entire 9-stage deal pipeline:

1️⃣ Lead
2️⃣ Call One Scheduled
3️⃣ Call One Complete
4️⃣ Call Two Scheduled
5️⃣ Call Two Complete
6️⃣ Proposal Sent
7️⃣ Closed Won
8️⃣ Closed Lost
9️⃣ Nurture

Here's what makes it effin insane:

The Meta Agent is the orchestrator. It never does the actual sales work - it's the traffic cop that routes everything to specialized sub-agents:

→ Researcher Agent - Deep company intel in minutes (not days)
→ Call Prep Agent - 3,000+ word custom prep docs per prospect
→ Analyzer Agent - Extracts MEDIC framework data from call transcripts
→ Materials Agent - Creates proposals, emails, decks, custom programs
→ Tracker Agent - Updates pipeline metrics automatically

Every company gets its own folder with:

→ Deal context (JSON file)
→ Company research (Markdown)
→ Contacts file with stakeholder personalities & priorities
→ Pre-call strategy
→ Call transcripts
→ Follow-up materials

It's crazy.

And instead of me doing the work myself, I designed a system that does the work for me.

❌ Manual data entry → ✅ Auto-populated by agents
❌ Generic templates → ✅ 3,000+ word custom prep
❌ Memory in your head → ✅ Structured deal context
❌ Hope-based follow-up → ✅ Proactive stall detection

The result?
The system does the work. I do the calls.

I was about to hire a salesperson. Now I'm automating 80-90% and just showing up to close deals.

Two active deals in the pipeline since I built this last Thursday.

👇 And here's my CRAZY offer to you:

This AI Readiness Assessment will reveal EXACTLY where you are in your AI journey, it's free and takes 3 minutes: https://lnkd.in/dxi5GrRg  

PS: We run trainings on how to design systems like these inside your company. Send me a message and let's hop on a call.

Making the AI transformation mountain climbable for ambitious SMBs | Strategic partner from base camp to market leadership | Guaranteed ROI

Thirty minutes before my keynote, I deleted my slides. Raw, real AI in action on stage.

No script. No safety net. Only the tools I actually use-every day.

Standing in Istanbul, right where I grew up, I showed the crowd what AI looks like in my life as a founder.

Gamma for sales decks and follow-ups in minutes. 

ChatGPT for client projects, workflows, and brainstorming. 

Granola for note-taking-my notes, AI’s notes, everything in one place. 

Make brings me a personalized podcast every morning on the drive from the school drop.

No theory. No hype. Only what works.

The energy in the room? 

Wild.

People said it was one of the best keynotes they’d ever seen. 

I felt it, too. 

Because when you show up real, people get it.

We all want the same thing-AI for better lives, smarter work, stronger teams.

That’s my North Star. 

AI Operator helps businesses use AI to move faster, work smarter, and grow stronger. 

But for me, it’s even bigger. 

AI for better lives. 

Helping people and companies thrive, not just survive.

Met some new partners. 

Spoke with founders who get it. 

We’re building a global movement.

If you still haven’t trained your team to use AI, you’re missing out. 

End of 2025, the gap will be huge.

Jump on the train now, or risk getting left behind.

Let’s chat-I’ll help you create a clear plan.

No alternative text description for this image

Google Gemini went from 1% of my workflow to my main focus overnight.

Three months ago, I barely touched Gemini.

Now? Everything changed.

Google dropped Gemini 3 Pro, Anti-Gravity, Workspace Flows, AI Studio.

Big shift.

Before, Gemini felt like a sidekick. Fun, but not serious.

Now, it’s the real deal.

I trained Google teams on Gemini. Yes, their own tool.

Wild.

Back then, I thought Gemini was slow, behind ChatGPT and Claude.

But now, Gemini is catching up-fast.

Even my Perplexity usage dropped by 90%. Gemini is taking over.

If your company lives in Google Workspace, you need to pay attention.

Gemini is built for the workspace. The tools are getting strong.

AntiGravity’s agent manager? Next level. The logo? Solid.

Google is stepping up. The AI race is heating up.

I still train teams on ChatGPT. But soon, Gemini will be the main player for many.

Teams who wait will miss out.

2026 will be huge for those who adapt. Disappointing for those who don’t.

We run a 12-week program to make teams AI masters for 2026.

Four spots left for Q1.

Want your team to catch that energy? Reach out.

I’m going live to break down Claude for real business automation. Join me Friday and bring your hardest questions.

You know my live events. Always raw. Always hands-on.

This Friday, I go deep on Claude:
→ Claude’s workspace-projects, artifacts, connectors
→ Chrome extension-real help while you work
→ Claude Skills-new feature, big impact
→ Use cases for every team-marketing, dev, ops

Want to automate daily tasks? Build repeatable workflows? Scale business-wide?

Claude can make it happen.

Bring your questions. No experience needed. The session is super interactive.

If you lead a team, run a business, or want faster work, this is for you.

I’ll show live examples. You’ll see how Claude fits into real workflows.

No slides. No fluff. Live action only.

Friday. November 21. 12 p.m. GMT.

Follow AI Operator LinkedIn page and check the events section-don’t miss out.

Which part of Claude are you most curious about? Workspace, Chrome, or Skills?

Hyper-productivity isn’t about working harder. It’s building systems that outwork you.

I used to spend hours grinding on sales, onboarding, training.

Every task was a loop-repeat, repeat, repeat.

Then I had a wake-up call.

I stopped doing the work.

I started working on the work that does the work.

Let me break it down.

Instead of prepping sales follow-ups, I built a sales system.

Instead of manual onboarding, I built an onboarding system.

Instead of weeks on training prep, I built a training system that takes minutes.

Now, every repeat task gets a system.

Each time I use a system, it improves itself.

I’m obsessed.

I spend my time building the systems-not doing the work.

Right now, sales, onboarding, and training are 80% automated.

By year-end, they’ll be 95%+.

Next up: marketing, content, webinars-every part of the business.

The goal is simple.

Build self-improving systems for everything I do more than once.

That’s the AI era.

If you’re still stuck doing the work, ask yourself-what could you systematize today?

Comment "hyperproductivity" to commit to building systems for 2026.

♻︎ Sharing is caring, repost to help your network.

Everybody is talking about Gemini 3 Pro, but how can you actually use it?

In this week's newsletter, you'll find 10 practical, business use cases for Google's new model to try today. 

The complete step-by-step guide is available for my email subscribers, so don't forget to sign up. You'll get the full newsletter and guide in your inbox, every Wednesday.

Plus, we discuss hyperproductivity - how the future of AI-powered work won't be completing tasks or chatting with GPT. 

Instead, we'll be building and managing AI systems that learn, evolve, and iterate on themselves.

Have you tried Gemini 3 Pro yet? Comment below and tell me what you think of it 👇

One-shot app coding. Asynchronous agents. You won’t believe what you can do with the world’s most powerful model. Hi guys, I recently read an amazing 

Open article: 10 Unbelievable Ways to Use Gemini 3 Pro Today by Tim Cakir • 5 min read

10 Unbelievable Ways to Use Gemini 3 Pro Today

I stopped passing info between AI agents. My secret? Every step goes into a context file, not a chat.

No more messy handoffs. No more confusion.

Every agent does its work, writes output in a markdown file, and the next agent picks up from there.

Simple. Reliable.

Here’s my workflow:

→ Step-by-step docs for each agent’s task
→ Context files for every output (no direct passing)
→ Memory system that learns from every conversation
→ Scripts that build the folder structure for each workflow

I use this for guide creation, training, and sales workflows.

The key lesson: Success comes from better architecture, not better prompts.

When you treat agents as specialized parts of a system, the whole thing runs smoother.

Teams get stuck trying to force live info between agents. That leads to “pilot purgatory” and frustration.

Writing everything down means you have a record, a process, and a way to debug.

Every insight gets captured. Every agent stays focused.

The result? AI adoption jumps. Team output improves. ROI goes up.

Want to create this type of system for your business? If so, enroll in our training program so your teams can develop it.

Gemini 3 is the most powerful model in the world right now. 

Combine it with Google Workspace Flows?

You'll be unstoppable. 

In this week's newsletter, you'll learn exactly how to do that.

I walk you through the whole process of building your first automation with Google, and it couldn't be simpler. 

Plus, you'll get plenty more automation ideas to make your life easier and your work more fulfilling. 

I'm feeling generous today 😜, so I'm giving away the complete guide to all my LinkedIn subscribers. 

But, if you want guides like this delivered to your inbox every week, make sure to subscribe to The AI Operator Weekly. (link in comment below 👇)

Gemini 3 + Google Workspace Flows = impactful automations you can build in minutes. Last week, I had the honor of delivering a workshop in Istanbul fo

Open article: 5 simple steps to build automations with Google Workspace Flows by Tim Cakir • 7 min read

5 simple steps to build automations with Google Workspace Flows

I built an automated briefing agent for every meeting. Here’s my exact 10-step process.

Google finally dropped Workspace Flows with Gemini power.

A bit late, but now every business on Google Workspace (like mine) can automate in ways we dreamed about.

I tested Gemini’s integrations with Google’s own tools. They lagged behind ChatGPT’s connectors, honestly.

But Workspace Flows changes everything.

I set up an agent that preps me for every meeting-zero manual work.

Here’s my exact 10-step build:

1. Create a new agent. Set triggers for every meeting, with a 60-minute duration.
2. Set a 60-minute time offset before each meeting.
3. Check for any required conditions before the agent starts.
4. Use Gemini to extract meeting title, keywords, and more from the calendar event.
5. Define variables: title, description, times, notes, attachments, location, guest emails, full names.
6. Have Gemini search Google Drive for the top 5 documents matching the meeting title. (This is still not very stable.)
7. Tell the agent to act as your executive assistant-pull everything together.
8. Send the meeting briefing as a message in Google Chat.
9. Test: does it find details, ID participants, fetch docs?
10. Review the output-make tweaks for clarity or formatting.

Now, every meeting gets a tidy, AI-powered briefing before I even log in.

No more scrambling for docs or guest lists.

If you haven’t trained your team on tools like this, the real unlock is mindset-access alone won’t change things.

AI is not perfect. Human eyes still matter for quality.

Want the full walkthrough? My YouTube video drops soon.

Drop a comment "Give me some" if you want the full breakdown
+
subscribe for FREE and get my step-by-step guides and wildest new experiments.

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Tim Cakir

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Likes

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