Private AI sessions, tailored to your role.
One-on-one training for advisors, paraplanners, analysts, and principals. No technical background required. No cohort schedules.
Pick a track, book a session, and start using AI in your workflows immediately.
Advisors & Relationship Managers
Master AI for client communication, meeting prep, research, and follow-up.
Paraplanners & Operations Staff
Automate the repetitive work in reporting, onboarding, and data management.
Principals & Partners
Set AI strategy, evaluate vendors, and lead adoption at your firm.
Choose Your Track
Flexible scheduling — book sessions on your time.
AI Foundations
Build a working understanding of AI and start using it in your day-to-day — no technical background required.
- How AI actually works — no CS degree required
- Prompt engineering for client communications and research
- Evaluating AI tools for advisory workflows
- Building daily AI habits that compound
AI Power User
Move beyond basic prompting into multi-step workflows, automation, and building lightweight tools — no coding required.
- Advanced prompting for portfolio analysis and research
- Multi-tool workflows for reporting automation
- No-code AI prototyping for practice tools
- Use cases tailored to your specific role
AI for Principals
Evaluate AI vendors, set firm-level strategy, and lead adoption with confidence.
- AI landscape and capability assessment for RIAs
- Cutting through vendor hype with analytical rigor
- Building a practice-level AI strategy
- Risk management and compliance considerations
Looking for firm-wide training? See Team Enablement
Not sure which track is right?
Book any session to start. We'll assess your current comfort level and adjust from there.
Book Your First Session