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You're Invited: Investing Moves to Boost After-Tax Returns
You've worked hard to fund your portfolio — your investment strategy should work just as hard to maximize your after-tax returns.
On September 17, join Range's CFPs and CPAs live for the practical moves that put more of your returns back in your pocket.
What we'll cover:
Investment moves to maximize your after-tax returns
How tax-loss harvesting can lower the taxes you owe
When direct indexing works (and when it doesn't)
How to build a diversified portfolio that reduces tax drag.
Range is all-in-one AI wealth management — tax, investments, retirement, and estate in one place. Bring your questions for the live Q&A. Free to attend, and seats are limited.
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GM to the Top 1% ☕
Two numbers sitting next to each other explain most of what is happening in enterprise software right now.
Around eighty percent of enterprise applications now ship with an agent inside them. And only about fifty one percent of organizations report ever having run an agent in production.
Everyone is shipping. Half the market has never actually operated one. That is not a contradiction, it is a description of where we are, and it is the most useful thing you can know on a Sunday before a Monday.
💡 MOST OF THE MARKET IS STILL IN A PILOT
The temptation is to read the eighty percent number and feel behind. Do not. The eighty percent measures vendors, and vendors ship on roadmap pressure. The fifty one percent measures reality, and reality is where you sell.
What sits in the gap is a very specific kind of buyer. They have bought something with an agent in it. They have not put it into production. They are not resisting, they are stuck on the parts that nobody demos. Who approves an action the software takes without a human. What happens when it is wrong. Which team owns the output. Whether the thing that worked in a sandbox survives contact with real data and real permissions.
The organizations that got through it are not smarter. They are the ones where someone treated deployment as the product rather than the afterthought. Median payback on these projects lands around five months when they actually reach production, and the teams running humans and agents together are reporting materially better revenue outcomes than either alone. The returns are real. They are just gated behind operational work that no vendor wants to sell.
That gate is the job now. The rep who helps a buyer through it wins accounts that will not be re-competed for years, because switching means re-doing the hard part.
🔧 THE PRODUCTION TEST
Four questions. Ask them before the buyer has to.
1. Who approves an autonomous action: Name the human. Name the threshold above which they must be asked. If this is undefined, the deployment will stall at legal, not at IT.
2. What the failure looks like: Describe the specific wrong output this will produce and who notices it. Buyers trust the seller who can describe the bad day.
3. Where the data actually lives: The sandbox had clean data and open permissions. Production has neither. Find out this week, not in month four.
4. What gets measured in ninety days: One number, agreed in advance, that determines whether this went to production or joined the graveyard. Write it into the plan.
🎯 THIS WEEK'S HOMEWORK
Look at your top account and answer all four questions on their behalf, in writing, before Monday's call. Where you cannot answer, you have found your discovery agenda. Send it to them as a deployment plan rather than a questionnaire, and watch how differently the conversation goes when you are the only vendor talking about week six.
❓ QUESTION OF THE DAY
In your largest deal, has anything you sold ever reached production, or is it all still pilots?
Reply with which one. Half of this list is about to find out the honest answer.
See you tomorrow.
Edward
Founder, Morning Sales
P.S. Everything this week pointed at the same thing. Pipeline evidence on Monday, where automation actually went on Tuesday, renewals decided in month three on Wednesday, competing against the buyer's graveyard on Thursday, being readable to machines on Friday, and a thin stack on Saturday. None of it is about working harder. It is about running a system. The 500 AI Sales Prompts manual is the version of that system I actually use, 27 dollars: https://store.edwardgorbis.com