Guided build 2 of 3
2. AI Setup
Sprint.
From blank Claude account to a working advisor AI system in one afternoon.
$99 · one time
From blank Claude account to a working advisor AI system in one afternoon.
$99 · one time
You know AI should be saving you hours by now. But between the settings you're not sure about, the compliance questions nobody answers plainly, and the tools that all blur together, getting set up has stayed on the someday list. Meanwhile every session you do run starts from scratch, re-explaining who you are to a machine with amnesia.
Six written lessons covering the plan, the three settings that matter, and the client-data rule that keeps your practice safe
The four-file workspace that makes every output sound like you and stay inside compliance lines
Claude Projects and the Cowork desktop agent, set up the safe way
Installing AI Skills, plus the 90-minute weekly rhythm that runs it all
The printable Setup Checklist and copy-paste templates for every file
It's fully written, on purpose. AI interfaces change week to week, and a screen recording starts drifting from reality the day it's filmed. Written lessons teach the durable layer, the files, prompts, and habits that survive every redesign. Written also means every prompt is copy and paste instead of pause and retype, you can finish a lesson between meetings, and you can search it all later. Fifteen minutes of reading beats forty minutes of someone else's screen recording.
The four files you build are portable documents that improve any AI tool. The workspace lessons are Claude-specific because that's where advisor-grade capabilities live right now.
The client-data rule is lesson one, a compliance profile is one of the first things you build, and every prompt carries guardrails.
One afternoon for the full build. Many advisors finish in under three hours.