A productivity training track: how to use AI to handle the writing, research and admin that eats your week, done properly, with your compliance obligations in mind. Suitability letters drafted for your review. Client updates written in minutes. Research that used to take an afternoon, done before your coffee's cold.
The prospecting side of our work gets you more clients. This gets your week back from the work that doesn't need to be you.
We'll be honest, most "AI for advisers" training is a prompt list and a prayer. This is built around the actual jobs in a broker's week, each with the compliance guardrails built in. AI drafts, you review, your firm signs off. The order never changes.
From your own case inputs to a structured draft for your review, in minutes rather than an evening.
Progress updates, document chasers and holding messages, written in your voice with one clear next step.
The afternoon of digging, done before your coffee's cold, sources shown so you can verify.
Posts and carousels drafted from your cases and opinions, so the two to four posts a week actually happen.
Format, dates and pricing are being finalised now, and will be announced to the waiting list first.
The training covers exactly this: what goes into an AI tool, what never does, and how to set up your workflow so the line is never crossed.
Yes, always. Everything AI produces is a first draft for your review, and client-facing material follows your firm's normal approval process. The training bakes that in rather than treating it as a footnote.
No. The Sprint builds your client acquisition system. This is the productivity track: same hours, less grind. Plenty of brokers do both; they solve different problems.