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    Money in Motion (Lead Gen)

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    Outbound Automations

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    AI Agents

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    Client-Facing AI Solutions

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    Inbound Automations

AI without a clear plan adds chaos and liability.

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We Like SOPs

Diagram showing how AI can help businesses, with central circle labeled "You" surrounded by four circles labeled "AI consultant," "AI agents," "Existing software," and "Personalized AI systems."
Diagram illustrating the AI development process with four stages: 1) All available AI software, use cases, automations, and other tools. 2) Potential AI solutions suitable for financial advisors. 3) Currently approved AI solutions. 4) Custom strategy and tools. It highlights standards and processes such as AI-quality standards, research analysis, due diligence, and team optimization.
Diagram with four interconnected circles labeled Responsible AI use, Transparency & disclosure, Data privacy & security, Monitoring & oversight.
Diagram showing AI consultant roles: strategy and planning, team management, and process optimization.

ChatGPT ‘Cheatcodes’ for Financial Advisors

  • Cover of a book titled 'ChatGPT Cheatcodes: AI tricks for financial advisors' with a lock and password icon, and a partial image of a person typing on a laptop.

    Page 1 of 23

  • Cover page of a guide titled 'Master AI Prompting' discussing artificial intelligence in financial services, featuring a photo of a hand holding a camera and papers, with sections on who should read the guide and its purpose.

    Page 2 of 23

  • Educational infographic titled 'Fundamentals' explaining prompts and core elements of a strong prompt, including role or persona, task, context, examples, and output constraints.

    Page 3 of 23

  • A page from a guide titled 'Fundamentals' discussing 'Prompting techniques' with six colored boxes explaining different techniques: Zero Shot, Few Shot, Chain-of-Thought, Self-Consistency / Meta-Prompting, Role-Based / Persona, and Context-Rich.

    Page 4 of 23

  • Page titled 'Fundamentals' with section '1.4 Best practices' listing tips such as Be explicit and precise, Specify audience, tone and length, Iterate and refine, Combine techniques, Avoid sensitive data, Keep a human in the loop.

    Page 5 of 23

  • Page titled 'Compliance' discussing key issues such as auto-generated client communications, replacing advisor expertise, meeting summaries, AI washing and conflicts of interest, ignoring firm policies, vendor due diligence, and AI governance.

    Page 6 of 23

  • Page from a document titled 'ETHICS' with section '3.1 Ethical Guidelines' listing principles for data protection, AI disclosure, documenting processes, and staying current.

    Page 7 of 23

  • Page from a document titled 'Use Cases' focusing on AI in financial services and compliance monitoring, including a specific use case for drafting firm-specific AI policies with prompts and guidelines.

    Page 8 of 23

  • A presentation slide titled 'USE CASES' discussing conversational prompting in artificial intelligence, with example prompts and follow-ups for financial planning, workshops, and index comparison.

    Page 9 of 23

  • A page from a professional document titled 'Use Cases'. It discusses legislative and regulatory summarization with a specific focus on monitoring new tax laws, fiduciary standards, or retirement plan regulation impacts on clients. The page outlines a role for a tax attorney and financial planner, with a task to monitor legislative updates over the past 90 days, and provides guidelines for summarizing these updates and assessing their impact on high-net-worth clients. The style emphasized is plain language, client-friendly, and actionable.

    Page 10 of 23

  • Page titled 'Use Cases' with a section on competitor and market analysis, providing instructions for researching competitor firms in a given region serving similar clientele, including comparing service offerings, fee structures, AI adoption, and marketing messages, alongside deliverables such as a comparative table and a 200-word narrative.

    Page 11 of 23

  • Page from a training manual or presentation titled 'Use Cases' focused on staff training and onboarding for wealth-management firms. The page describes developing a training module for new associates, including risk profiling, documentation, and CRM data entry, with instructions on style and deliverables.

    Page 12 of 23

  • Page from a presentation slide titled 'Use Cases' with content related to scenario generation and stress testing, including instructions for creating plausible economic scenarios and reporting key assumptions and impacts.

    Page 13 of 23

  • A page from a report or presentation outlining use cases for scenario generation and stress testing in portfolio risk analysis, including a detailed prompt and expected deliverables.

    Page 14 of 23

  • Slide titled 'USE CASES' explaining personalized marketing and content creation for client segments with example prompt for drafting a blog post, including task, deliverables, and style.

    Page 15 of 23

  • Cover page of a guide titled '5.0 Mastery: Proven AI Prompts for Financial Advisors' with a lock and password icon in the center, and a note indicating 'For informational use only.'

    Page 16 of 23

  • Page from a guide or training material titled 'Mastery', section 5.1 Sample AI prompts. Contains a paragraph explaining categorizing prompt library and a blue box with a quick tip about exploring workflows and asking AI to list tasks with help for role and responsibilities. The page number 17 is in the top right corner.

    Page 17 of 23

  • Page titled 'Mastery' with sections on Task Discovery, List of Prompts, and Prompt-creation Assistant, each providing instructions related to roles, workflows, and prompt design for using large language models in financial advising and prompt engineering.

    Page 18 of 23

  • Page from a financial planning guide titled 'Mastery' with section on client onboarding and discovery, including tips on questions and documents.

    Page 19 of 23

  • Page from a training manual with a blue header labeled "Mastery" and a section titled "New client onboarding SOP." It includes guidance on drafting an onboarding plan for a new client in finance. Below is a gray logo of a mask with the text "Cheatcoders" and the tagline "Helping financial advisors gain a competitive advantage."

    Page 20 of 23

  • A promotional flyer offering free AI consulting and a library of prompt topics related to finance and business, including prompt design, client onboarding, tax planning, real estate, investment, marketing, and more, with a website link at the bottom.

    Page 21 of 23

  • Blue promotional card with a mask logo, the text 'Cheatcoders' above a QR code, and the slogan 'OUTPERFORM THE COMPETITION' at the bottom.

    Page 22 of 23

  • Page of a document titled 'Disclaimers' containing legal and professional disclaimer text in small font, with a light background and dark text.

    Page 23 of 23