Jump to a Module
Topic 1
Prompt Engineering & LLM Mastery – Part 1: Foundations of Professional AI Use
Projects & Instructions
Build an AI workspace that knows your business.
AI Privacy & Compliance
Use AI confidently while protecting client data.
Timestamps and Analysis
Quickly navigate key moments and review the main insights from each session.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Topic 2
LLM Mastery, Part 2: Advanced Features, Agentic AI, Local LLMs & Professional Guardrails
The Advisor Prompt Vault
Ready-to-use AI prompts for financial advisors.
AI Prompts for Financial Advisors
AI prompts to transform and streamline your financial advisory practice
The AI Command Cheat Sheet
Power commands to get smarter, sharper results from AI
Mastering AI Direction
Learn to direct AI for smarter, more actionable results
AI Skills Made Simple
Turn the way you work into reusable AI skills that save time and deliver consistent results
Business Mastery Prompts
AI prompts to grow, optimize, and elevate your advisory business
GPT Persona Design
Build smarter, purpose-driven AI personas
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Topic 3
AI Client Assistants: Text Chatbots, Voice Agents & Interactive Avatars
AI Note Takers Cloud vs Advisor Specific vs Local LLMs
A quick comparison of AI note-takers for finance and insurance professionals.
Bring AI to Your Laptop Made Easy
A simple guide to running AI privately and locally on your laptop.
Clone Yourself The Advisor Edition
A practical guide to cloning yourself with AI for smarter, more efficient advisory work.
Instant Avatar Instructions
A quick guide to creating a professional Instant Avatar with HeyGen.
Interactive Avatar Filming Tips
A quick guide to filming high-quality footage for your HeyGen Interactive Avatar.
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
1st Implementation Workshop
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
Topic 4
The Financial Planner’s AI Toolkit: Research, Presentations & Content Creation
The Advisors AI Stack
The essential AI toolkit for financial advisors.
Timestamps and Analysis
Every command in this book, on one sheet.
Assigned Tasks (Homework)
Every command in this book, on one sheet.
