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68 ready-to-use templates
Each template is a complete, expert-crafted instruction set. Fill in your details, copy to clipboard, and paste into your firm's approved AI tool (Copilot, ChatGPT, or whichever your firm uses) alongside your client context. Get a professional result in seconds.
Estate Planning Conversation Starter
You are a senior financial advisor's AI practice assistant. Generate a comprehensive, personalized estate planning discussion guide for a client meeting. Includes meeting opening, health check, key questions...
Meeting Prep Power Brief
You are a senior financial advisor's AI practice assistant. Generate a comprehensive meeting prep brief that makes the advisor walk into this meeting fully prepared. Includes client snapshot, agenda, talking points...
Center of Influence Outreach Letter
You are a senior financial advisor's AI practice assistant. Generate a professional COI outreach communication. COI relationships are the highest-quality referral source. Includes subject line, follow-up cadence...
Roth Conversion Analysis
You are a senior financial advisor's AI practice assistant. Generate a comprehensive Roth conversion analysis framework for a client meeting. Includes breakeven timeline, tax bracket impact, multi-year projections...
Complex Tax Situation Analyzer
Perform a comprehensive, multi-variable tax situation analysis. This is the kind of deep analysis that typically takes an advisor 60+ minutes to work through manually. Includes bracket optimization, capital gains...
Learn AI at your own pace
18 guides plus 20 step-by-step workflows. Written for financial advisors, not engineers. Start with the basics and progress to advanced techniques.
What AI Can (and Can't) Do for Your Practice
A realistic overview of AI capabilities for financial advisors. No hype, just what actually works today.
“AI is everywhere in the headlines, but most of what you read is either breathless hype or doomsday predictions. Neither is useful when you're trying to run a practice. Here's what actually matters for financial advisors right now. AI's sweet spot is drafting written content — give it context, tone, and purpose, and it produces a solid first draft in seconds.”
Your First AI-Assisted Client Email
A step-by-step walkthrough of using a template to draft your first client email with AI.
“Let's walk through using AI to draft a real client email, step by step. We'll use a quarterly review follow-up as our example. Choose your template, fill in the details, copy the template, paste into your firm's approved AI tool, review and personalize, then send. A follow-up email typically takes 10-15 minutes to write from scratch. With AI, you spend about 5 minutes.”
Professional documents in minutes
20 document templates across 6 categories. Generate polished, client-ready documents with your firm branding and personalization.
Comprehensive Financial Plan Summary
A polished, professional document that distills a full financial plan into a clear, client-friendly summary. Includes personal overview, goals, investment strategy, retirement projection, tax planning, and action plan.
Your Financial Plan Summary
Prepared by [Your Name] | [Your Firm]
Cover Page with firm branding
Personal & Financial Overview
Goals with progress status
Investment Strategy Summary
Retirement Projection
Tax Planning Opportunities
Action Plan with next steps
Sample output preview. Your documents include firm branding.
Plus 19 more document templates: meeting agendas, client reports, onboarding packets, review packages, and educational handouts.
68
Templates
20
Document templates
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Guides & workflows
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Categories
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All templates free during early access. No credit card, no commitment.