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  • A digital map of Boston showing various points of interest with icons indicating different amenities and landmarks, including hospitals, transportation, and shopping locations, marked with price or distance labels.

    Money in Motion (Lead Gen)

  • Flowchart graphic illustrating integration of APIs, webhooks, and automation with icons representing email, Gears, and other symbols, on a light purple background.

    Outbound Automations

  • Screenshot of a Zapier workflow with multiple steps, including creating a form response, adding data to Google Sheets, creating a Gmail draft, adding a Mailchimp subscriber, setting path rules, and sending Slack messages.

    AI Agents

  • A screenshot of five different AI centers, each with a list of features or services. The centers are labeled AI Risk Center, AI Research Center, AI Tax Center, AI Meeting Center, and AI Planning Center.

    Client-Facing AI Solutions

  • A digital flowchart showing a lead management process. It includes steps such as new user sign up, lead reviewed by marketing manager, and a decision point about whether the customer is an upmarket or low-touch lead. Upmarket leads are assigned to a sales representative, while low-touch leads trigger an automated nurture campaign email sequence with steps to send the email, wait three days, and notify if no response.

    Inbound Automations

AI without a clear plan adds chaos and liability.

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We Like SOPs

Diagram illustrating the integration of AI into personalized systems, showing the central role of the user connected to AI consultant, AI agents, personalized AI systems, and existing software.
Flowchart diagram illustrating the process of AI solution development, starting from available AI software and tools, setting standards, and targeting financial advisors, progressing through research, approval, and customization of strategies and tools.
Diagram showing key principles for responsible AI use, including transparency and disclosure, data privacy and security, and monitoring and oversight.
Diagram showing the role of an AI consultant containing a large blue circle labeled 'AI consultant' and three smaller orange circles with icons: a strategy plan, 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

  • A page from a compliance document titled 'Compliance' with a list of key issues, including AI communication, advisor expertise, meeting summaries, AI conflicts of interest, firm policies, vendor due diligence, and AI governance.

    Page 6 of 23

  • Page from a document titled 'ETHICS' outlining ethical guidelines including protecting client data, disclosing AI use, documenting processes, and staying current with regulations.

    Page 7 of 23

  • Page from a document titled 'USE CASES' with a section on '4.1 AI in financial services' and a subsection on '4.2 Compliance monitoring and policy drafting,' including a detailed prompt for a use case involving AI policy review and a list of deliverables and style instructions.

    Page 8 of 23

  • A page from a presentation manual titled 'Use Cases' focusing on 'Conversational Prompting' with examples for financial planning and workshop topics, including initial prompts and follow-up questions.

    Page 9 of 23

  • Page with a header titled 'Use Cases' and a listed description about legislative and regulatory summarization, including a prompt section for monitoring legislative updates and summarizing their impact.

    Page 10 of 23

  • Page titled 'Use Cases' with a section on competitor and market analysis, including a prompt for a research task on three wealth-management firms. The page has a professional layout with a blue header and white background.

    Page 11 of 23

  • Page from a training manual or presentation titled 'Use Cases' focusing on staff onboarding for wealth management firms, including a prompt for designing a training module.

    Page 12 of 23

  • Page from a finance or risk management guide discussing scenario generation and stress testing, with instructions for creating three economic scenarios and summarizing key assumptions and impacts.

    Page 13 of 23

  • Page from a presentation or report discussing use cases for scenario generation and stress testing in financial markets, including instructions for creating economic scenarios for a risk analysis task.

    Page 14 of 23

  • Page titled 'USE CASES' about personalized marketing and content creation, with instructions for a blog post task for a wealth-management firm's content marketer, discussing target client segments, a writing prompt, and style guidelines.

    Page 15 of 23

  • Cover page for a guide titled '5.0 Mastery: Proven AI Prompts for Financial Advisors' with a padlock and a masked keyboard graphic.

    Page 16 of 23

  • Page from a book or guide titled 'Mastery,' discussing AI prompts, with a blue box containing a quick tip about exploring workflows and asking AI for task suggestions.

    Page 17 of 23

  • Page from a book or presentation titled 'Mastery' that includes sections on task discovery, list of prompts, and prompt-creation assistant, with instructions and prompts related to financial advisory workflows and prompt engineering.

    Page 18 of 23

  • Page titled 'Mastery' with section on client onboarding, including prompts for questions, a quick tip box about personalization, and a documents checklist for financial planners.

    Page 19 of 23

  • A training guide for financial advisors titled 'Mastery' features a section on creating a standard operating procedure for onboarding new clients, with the CheAtCoders logo and slogan, 'Helping financial advisors gain a competitive advantage'.

    Page 20 of 23

  • A flyer inviting people to access more AI prompts and services, listing topics such as client onboarding, tax planning, real estate, investments, marketing, and more, with a URL to schedule a free AI audit.

    Page 21 of 23

  • Cheat coder logo with a QR code and the phrase 'Outperform the competition' on a blue background

    Page 22 of 23

  • Page 23 of a document titled 'Disclaimers'. The text provides legal and compliance information, including statements on the purpose of the guide, AI tools, data privacy, third-party products, warranties, investment research, forward-looking statements, and intellectual property. The page is formatted with a heading in bold blue, followed by densely packed paragraphs of fine print.

    Page 23 of 23