
From the Ritz-Carlton in Dallas, George Wright III interviews Tucker Bern, who helps manage a complex family office spanning multiple industries and chose to focus on simplifying AI for real business use. Bern created Caddy, a locally installed “command center” built on Claude that uses a personalized intake to learn a user’s needs and then supports tasks like email triage, calendar/meeting prep with web research, diligence, reporting, workflow automation, and even software building, with about 100 built-in skills including an “auditor” to review and dry-run code. He shares examples of replacing tedious job-review work and helping a non-coder build a lead-scraping app in 2.5 days, emphasizing output gains beyond 20% without aiming to cut staff. 00:00 Get 20 Percent More00:38 Show Intro And Guest01:56 Why Focus On AI04:02 Meet Caddy Platform05:10 Setup And Intake06:36 Real Workflow Wins07:15 Skills And Auditor08:20 Who Benefits Examples11:49 Productivity Not Layoffs13:49 Security And Ownership15:26 How To Use Daily17:48 Why You Must Adopt20:49 Vision And Passion22:15 Where To Learn MoreThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It’s Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.Tucker Bern is a dynamic entrepreneur and investment leader who currently serves as the CEO of a specialized AI Automation company and President of Bern Investment. At 29, Tucker manages a family office with nine figures in capital following the landmark 9 figure sale of his family’s 1,200-employee enterprise in 2025. His AI firm provides cutting-edge voice, text, and automation solutions for diverse sectors, including medical, accounting, and the trades (HVAC, roofing, pest control, etc). A versatile strategist, Tucker also leads business development for the family’s functional wellness brand, which they successfully scaled from zero to over seven figures in just 18 months across Iowa and Texas. Combining high-level capital stewardship with a "boots-on-the-ground" approach to tech innovation, he focuses on leveraging automation and strategic investment to drive rapid growth and operational excellence.<span style="background-color: rgb(253, 252, 252); color
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