Articles

Guides for the
modern practice.

Practical guides on AI, content, compliance, and communication for financial advisors. Written by a CFP® who ran a practice.

How to Write AI Prompts That Actually Sound Like You: A Financial Advisor's Guide
A step-by-step guide for financial advisors who want to use AI for content creation. Learn which tool to pick, how to train AI to sound like you, how → AI for Client Communication: How Financial Advisors Use AI Beyond Content Creation
Content creation is only 20% of your communication work. Here's how financial advisors use AI for meeting prep, follow-up emails, client letters, and → How to Set Up Claude for Your Advisory Practice (A Step-by-Step Guide)
Most financial advisors are using AI the wrong way. Not because they're behind, but because nobody showed them a better approach. This guide covers th→ ChatGPT vs Claude for Financial Advisors: An Honest Comparison
An honest comparison of ChatGPT and Claude for financial advisors. Writing quality, compliance, brainstorming, pricing, and which one to start with ba→ Why Your AI Content Sounds Like Every Other Financial Advisor's (And How to Fix It)
Most financial advisors using AI produce content that sounds generic. Learn why it happens, how to spot the tells, and how to fix it so your content s→ The Algorithm Changed. Here's What Financial Advisors Need to Know About Getting Seen in 2026
LinkedIn replaced its algorithm with an AI called 360Brew. Here's what changed, what it means for financial advisors, and how to make sure your conten→ What Financial Advisors Need to Know About PII, NPI, and AI Tools Like ChatGPT and Claude
Most advisors are confused about PII, NPI, and AI tools like ChatGPT and Claude. Here's what you actually need to know about using AI safely in your p→ How Financial Advisors Should Actually Use AI in 2026
Most financial advisors are using AI the wrong way. Not because they're behind, but because nobody showed them a better approach. This guide covers th→ The Financial Advisor's Voice Guide: Why AI Sounds Generic (And How to Fix It in 30 Minutes)
Learn how to build a voice guide that makes AI write like you, not a robot. A 30-minute process that transforms every piece of content you create as a→ The Compliance-First Approach to AI Content for Financial Advisors
AI is just another tool in your tech stack. You already know how to use RightCapital and Wealthbox responsibly. Here's how to apply the same professio→ What Are Claude Skills and How Can Financial Advisors Use Them?
Claude Skills turn AI from a single conversation into a reusable system. Here's what they are, how they work, and how financial advisors are using the→ How Financial Advisors Can Show Up When Prospects Ask AI for Recommendations
Your prospects are asking ChatGPT and Google AI for advisor recommendations. Here's how to make sure they find you.→ What Anthropic's New Financial Services AI Agents Actually Mean for Independent Advisors
Anthropic launched 10 AI agents for financial services in May 2026. Most are aimed at Wall Street. Here's what independent financial advisors and RIAs→ What Are Claude Skills and How Can Financial Advisors Use Them?
Claude Skills turn AI from a single conversation into a reusable system. Here's what they are, how they work, and how financial advisors are using the→ Claude AI for Financial Advisors: A Practical Guide to Cowork, Skills, and Staying Compliant
A practical guide for financial advisors on using Claude's Cowork and Skills safely, including compliance guardrails, privacy settings, and folder set→ How to Write AI Prompts That Actually Sound Like You: A Financial Advisor's Guide
Learn how to write AI prompts that sound like you, not like every other advisor. A practical guide to voice, compliance, and structure for financial a→ Claude Skills for Financial Advisors: A Practical Guide to Building and Using Your First One
A practical guide for financial advisors on what Claude Skills are, how they work, and how to build one that respects your voice and your compliance n→

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