⌕Proven AI Solutions for Financial Planners

Replace monotony, not relationships.

⤱ Discover what’s possible: custom workflow generator

Assess

Start out with a free needs assessment & AI analysis.

Strategize

Customize your strategy with an a former RIA.

Build

We’ll create and manage AI solutions for you.

Enhance

We’ll meet regularly to refine your new tech.

An established process.

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The method </>

Strategy Session: Determine if AI makes sense for you.

01

Set your budget: Explore solutions in your price range.

02

Approve your strategy: Implement new tech confidently.

03

Implement your solutions: We’ll handle the hard part.

04

Ongoing support & design: Explore new opportunities.

05
Book a Free Strategy Session
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Who we serve

  • We work with solo advisors who want consistent growth without the guesswork. Our monthly packages offer targeted leads, AI-enabled strategies, and dedicated sales development representatives. We’ll help you create a personalized AI strategy to get ahead.

    Interested? cheatcoders.ai/contact

  • Built for growing firms that need scale and consistency. Our team package provides targeted leads, collaborative AI tools, and scheduled coaching to align messaging, reach ideal clients, and strengthen existing relationships. You even get access to a dedicated concierge and sales development representative to make introductory calls for you.

    Interested? cheatcoders.ai/contact

92% of financial advisors are already using AI

OpenAI, 2025

Spending on AI Tools

Financial services AI spending (in billions)

AI is reshaping the financial services industry.

Learn how it might impact you

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