Step-by-step guides you can execute in an afternoon. Built for professionals who serve clients, not write code.
Here's a sample of what's inside. New use cases are added every two weeks as AI evolves - so the library keeps growing.
Use AI to audit your site and find the gaps between what you say and what clients need to hear.
Finally understand who visits, where they come from, and why they leave without calling you.
Research what your audience searches for, then use AI to create content that speaks to their concerns.
Unbiased AI tool reviews. No affiliates, no sponsors. Just what works and what's safe for client data.
+ new use cases every two weeks — content creation, proposal writing, client research, competitive analysis, and more as AI tools evolve.
No fluff. Finish each one with something real.
What you're getting done and why it ties to revenue, clients, or efficiency.
Step-by-step with screenshots. Copy this. Paste here. Do this next. No guessing.
A messaging audit. A content plan. A traffic report. Something real your business can use.
A single consulting session costs more than an entire month of this.
AI moves fast. This isn't a one-time course. I evaluate new tools, test new strategies, and share what works. You stay current without doing the research.
No BS. No hype. A place for professionals to figure out AI together.
We're bringing together business owners who actually do the work - financial advisors, CPAs, lawyers, brokers - to learn AI side by side.
As a member, you'll be part of a growing group where people share what's working, ask real questions, and get answers from professionals who understand your business.
20 years in financial services operations. I've managed teams, built processes, and served the same clients you serve.
When AI got good, I went all in. 253 production features in 5.5 months. Not prototypes - real software used by advisors daily.
If I can't get a real result with a guide, I don't publish it.
One new client covers this for years.
$99/month. New AI strategies every two weeks. Unbiased. Built for your world.