For Advisors & Teams Under 20

AI training online, with monthly live sessions

Year-long AI training for advisors and advisory teams under 20 people: 70+ lessons in the AI Learning Center, live training every month, and new lessons added as the tools change.

From $35/seat/month (billed annually) Annual subscription, one invoice. Team pricing scales with seat count.
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What you get

70+ lessons, 5–10 minutes eachBusiness development, thought partner, client communication, meeting prep and more.
2–3 new lessons every monthThe library keeps pace as the tools change.
Monthly live trainingLive sessions with our team. Bring your own compliance and workflow questions.
Copy-paste prompt templatesTested prompts you can use today in ChatGPT, Copilot or Claude. No setup.
Two AI certificatesFoundations and Strategist, shareable on LinkedIn as you progress.

= Year-long AI training

Optimal AdvisorAI training session
The curriculum

70+ lessons, organized by camp

Each camp is built around work you already do. New lessons are added every month, moving you further up the AI adoption curve.

01

Business development

  • Prepare for prospect and client meetings with a briefing that reads like you spent an hour on it
  • Find referral and introduction opportunities hiding in your existing book
  • Write LinkedIn posts and outreach that sound like you, consistently
02

Thought partner

  • Talk through a strategy, a hire or a difficult client situation before you commit
  • Draft employee reviews and team plans that are fair, specific and fast
  • Pressure-test your thinking and get better answers by asking better questions
03

Client communication

  • Turn messy meeting notes into a clean recap and follow-up email in minutes
  • Explain technical topics at the right level for each client
  • Draft market commentary in your own voice, ready for review
04

Research and content

  • Summarize fund documents, filings and long research without losing nuance
  • Compare products or strategies side by side against your own criteria
  • Check what AI gives you before it ever reaches a client
05

Practice operations

  • Draft and refine standard operating procedures for the team
  • Speed up onboarding paperwork and routine correspondence
  • Build reusable prompts the whole practice can share
06

Compliance and judgment

  • Know which tasks are safe to hand to AI and which never are
  • Handle client data appropriately inside approved tools
  • Document your process so supervision and audits are straightforward
Certification

Two AI certificates

Each certificate recognizes applied capability, not attendance. Both are included in every subscription and shareable on LinkedIn.

Certificate 01

AI Foundations

Confident, compliant everyday use. Prompting, verification habits, and the tasks that are safe to hand to AI today.

Designated lessonsCore track
Typical timeA few weeks
AssessmentKnowledge check
Certificate 02

AI Strategist

Designing AI into the practice. Multi-step workflows, team standards, and judgment about where AI does and does not belong.

PrerequisiteFoundations
Typical timeOngoing
AssessmentApplied workflow
Same material, bigger rooms

The training you get online is the training we deliver on stage

Every lesson in the Learning Center comes out of live work with national firms, broker-dealers and industry conferences. You’re not getting a watered-down version, you’re getting the same thing, on your schedule.

Getting started

Your first week

No implementation project. No IT required. Subscribe and go.
Day 1

Subscribe and log in

Card, no sales call, instant access for teams under 20 seats.

Day 1

Run one prompt

Start with a meeting recap or a client email. Ten minutes to a usable result.

Week 1

Work a track

Two or three short lessons, applied to live work between them.

Ongoing

Keep pace

Monthly live training, new lessons every month, and check-ins from our team whenever you need a hand.

Before you subscribe

Common questions

See the full FAQ

Do I need any technical experience?

No. Lessons assume you have never used AI at work and start from the first prompt.

Does it work with my firm’s approved tools?

Everything is taught in ChatGPT and Copilot, so prompts transfer to whichever your firm has approved.

How much time does it take?

Lessons run 5 to 10 minutes. Most advisors work through one or two a week alongside client work.

How is it billed?

Annual subscriptions only, billed once for the year. Seats can be added at any point.

What if my team grows past 20 seats?

We move you to a scoped firm program with rollout support and firm-specific policy content.

Start today from $35/seat/month

Under 20 seats subscribes directly, no sales call. Larger teams get scoped pricing and rollout support.

See plans Training 20+ people