Jump to a Module

Module 1
Module 2
Module 3
Module 4
1st Workshop
Module 5
Module 6
2nd Workshop
Module 7
Module 8
Module 9
Module 10
3rd Workshop
Module 11
Module 12

Module 1

AI Foundations for Leaders Prompt Engineering & LLM Mastery

AI Prompt for Creating High-Quality eBooks

A ready-to-use AI prompt for creating professional, high-quality eBooks.  

 
 
 

AI Partner Employee Ebook

A practical guide to turning AI into your thinking partner and most valuable employee. 

Bring AI to Your Laptop Made Easy

A simple guide to running AI privately and locally on your laptop. 

Build Better ChatGPT Projects

A practical guide to building more accurate and reliable ChatGPT Projects. 

EBOOK AI PROMPTS

 
 
 

Insurance Policy Comparison Analysis Prompt

A practical AI prompt for comparing and analyzing insurance policies clearly and efficiently.  

 
 
 

Simple AI Privacy Compliance Guide

A practical guide to using AI safely while protecting client data and maintaining compliance. 

Strategic GPT Customisation Instructions Persona Design

A practical framework for designing and customizing powerful AI personas for professional and strategic use.  

 
 
 

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. 

Module 2

Advanced AI & Private LLMs for Leaders

Agency Leaders-Job Field Guide

A practical guide to using AI across the key workflows of leading and growing an agency. 

Agency Leader Second Brain Ebook

A practical guide to building an AI-powered Second Brain for agency leaders. 

AI Note Takers Cloud vs Advisor Specific vs Local LLMs

A quick comparison of AI note-takers for finance and insurance professionals. 

How to build projects for leaders 

A practical guide to building AI-powered Projects and Command Centers for agency leaders. 

LLM Projects feature for Leaders

A practical guide to building AI-powered Projects and Command Centers for agency leaders. 

Skills Before You Create Anything

A practical guide to creating and using Claude Skills to automate repetitive tasks. 

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. 

Module 3

Clone Yourself with AI: Chatbots, Voice Agents & Avatars

Clone Yourself-The Chatbot Era

A practical guide to cloning yourself with AI using chatbots, voice agents, and live avatars. 

Instant Avatar Instruction — A GAMA Leader's Guide

A practical guide to recording high-quality footage for your HeyGen Instant Avatar. 

Interactive Avatar Filming Tips — A GAMA Leader's Guide

A practical guide to filming high-quality footage for a natural and responsive Interactive Avatar. 

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. 

Module 4

The Leader’s AI Toolkit

The Leaders Second Brain

A practical guide to building an AI-powered Second Brain to recruit, coach, and run your agency. 

The Leaders AI Stack

A practical toolkit of essential AI tools for agency leaders to capture, organize, create, and inspire. 

Assigned Tasks (Homework)

Every command in this book, on one sheet. 

Timestamps and Analysis

Quickly navigate key moments and review the main insights from each session.

1st Implementation Workshop

Assigned Tasks (Homework)

Every command in this book, on one sheet. 

Timestamps and Analysis

Quickly navigate key moments and review the main insights from each session.

Module 5

AI-Powered Recruitment Attract, Select, Onboard & Train

ElevenLabs PreScreen Voice Agent

Build an AI voice agent to pre-screen candidates before the first interview.

HeyGen Interview Training Room

Build a HeyGen AI avatar to practise and improve your candidate interviews. 

The Interview Room

Turn interview transcripts into actionable insights to improve interviews and evaluate candidate fit. 

The Interview Room — AI Prompts & Instructions

Ready-to-use AI prompts for your Interview Room.

Three Routes to a Name

Discover three practical routes to find and connect with the right recruitment candidates. 

Assigned Tasks (Homework)

Every command in this book, on one sheet. 

Timestamps and Analysis

Quickly navigate key moments and review the main insights from each session.

Module 6

AI-Powered Coaching & Supervision Grow Your Existing Advisors

The Prompt Pack

Ready-to-use AI prompts for recruiting, onboarding, and team growth. 

The Recruiting Engine

AI-powered tools and strategies to improve your recruiting process. 

The Onboarding Machine

AI-powered strategies to streamline advisor onboarding and training.  

The Advisor Growth System

 
 
 

Assigned Tasks (Homework)

Every command in this book, on one sheet. 

Timestamps and Analysis

Quickly navigate key moments and review the main insights from each session.