Your advisors are already using AI. Some are producing great work with it, and some are publishing content that sounds like a robot wearing their name. Teams gives the firm one system, every advisor in their own voice, every prompt with compliance guardrails built in.
The twice-weekly frameworks and the entire library of AI Skills built for advisors, for every advisor on the team.
Every seat gets the Start Here first-week path automatically, plus the AI Setup Sprint course included, a $99 value per advisor, self-paced and written.
The Rollout Guide gives your administrator a 30-day plan, and one shared compliance profile gives your CCO a single methodology to review.
Up to 10 advisors, and your administrator adds or changes seats directly, no meetings and nothing to schedule. For a six-advisor team that's under $14 per advisor per month, in an industry where acquiring a single client runs past $3,000.
Founding firms lock in $790 per year. Ten spots, counted honestly.
Ask Sam about a founding spotYour administrator subscribes the group with a single card and adds each advisor's email. Every advisor immediately receives the welcome email and the Start Here path, and the Rollout Guide gives your admin the 30-day plan. By day thirty the firm has one compliance standard, advisors whose AI sounds like each of them individually, and a weekly rhythm that runs without meetings about it.
