MASTER CLASS
Real AI skills for financial advisors — ready to use, not just understand.
This isn’t theory, and it’s not abstract or generic content. It’s practical, hands-on training built around the daily reality of financial advisors — from client onboarding and portfolio reviews to prep for annual reviews and regulatory updates.
Every module is focused on real-world tasks you face every week, and shows you how to use AI in ways that save time, increase quality, and support better conversations with clients.
What will you learn?
Get immediate wins from AI — without changing your tech stack.
Get immediate wins from AI
Create personalised client reports in 15 minutes
Create personalised client reports in 15 minutes
Create personalised client reports in 15 minutes
Create personalised client reports in 15 minutes
Deliver insightful market updates that scale across your book
Deliver insightful market updates that scale across your book
Deliver insightful market updates that scale across your book
Deliver insightful market updates that scale across your book
Write portfolio commentary that feels authentic and professional
Write portfolio commentary that feels authentic and professional
Write portfolio commentary that feels authentic and professional
Write portfolio commentary that feels authentic and professional
Prepare for client meetings faster and with more confidence
Prepare for client meetings faster and with more confidence
Prepare for client meetings faster and with more confidence
Prepare for client meetings faster and with more confidence
Synthesize insights across sources without extra research time
Synthesize insights across sources without extra research time
Synthesize insights across sources without extra research time
Synthesize insights across sources without extra research time
No technical background needed. Work with ChatGPT, Claude, Copilot and Gemini.
No technical background needed. Work with ChatGPT, Claude, Copilot and Gemini.
No technical background needed. Work with ChatGPT, Claude, Copilot and Gemini.
No technical background needed. Work with ChatGPT, Claude, Copilot and Gemini.
Why Advisors Choose This Course
Built for Practicing Advisors
No filler. Every module is grounded in real workflows — helping you deliver advice, reports, and client communications more efficiently and with greater impact.
Built for Practicing Advisors
No filler. Every module is grounded in real workflows — helping you deliver advice, reports, and client communications more efficiently and with greater impact.
Built for Practicing Advisors
No filler. Every module is grounded in real workflows — helping you deliver advice, reports, and client communications more efficiently and with greater impact.
Built for Practicing Advisors
No filler. Every module is grounded in real workflows — helping you deliver advice, reports, and client communications more efficiently and with greater impact.
Industry-Tested and Trusted:
This training has been featured at national conferences and delivered in collaboration with respected institutions — consistently rated among the most valuable sessions by advisors and education leaders.
Industry-Tested and Trusted:
This training has been featured at national conferences and delivered in collaboration with respected institutions — consistently rated among the most valuable sessions by advisors and education leaders.
Industry-Tested and Trusted:
This training has been featured at national conferences and delivered in collaboration with respected institutions — consistently rated among the most valuable sessions by advisors and education leaders.
Industry-Tested and Trusted:
This training has been featured at national conferences and delivered in collaboration with respected institutions — consistently rated among the most valuable sessions by advisors and education leaders.
Tailored for Advisory Teams
Equip your entire team with practical skills that enhance productivity, consistency, and quality of service. From senior advisors to operations staff, everyone benefits from learning how to integrate AI into their role.
Tailored for Advisory Teams
Turn AI into a real business asset. See immediate time savings, and use it to scale your business without hiring. Your junior advisors become more capable, your senior team focuses on high-value work.
Tailored for Advisory Teams
Equip your entire team with practical skills that enhance productivity, consistency, and quality of service. From senior advisors to operations staff, everyone benefits from learning how to integrate AI into their role.
Tailored for Advisory Teams
Equip your entire team with practical skills that enhance productivity, consistency, and quality of service. From senior advisors to operations staff, everyone benefits from learning how to integrate AI into their role.
Flexible, Cost-Effective and Scalable
Designed specifically for small to mid-sized practices. Online, modular, and easy to roll out — no new systems or IT support required. Just focused training that delivers results from day one.
Flexible, Cost-Effective and Scalable
Designed specifically for small to mid-sized practices. Online, modular, and easy to roll out — no new systems or IT support required. Just focused training that delivers results from day one.
Flexible, Cost-Effective and Scalable
Designed specifically for small to mid-sized practices. Online, modular, and easy to roll out — no new systems or IT support required. Just focused training that delivers results from day one.
Flexible, Cost-Effective and Scalable
Designed specifically for small to mid-sized practices. Online, modular, and easy to roll out — no new systems or IT support required. Just focused training that delivers results from day one.