An AI strategist helps advisors identify the highest-value workflows to automate, including prospecting, lead qualification, email follow-up, meeting prep, portfolio research, client communication, and onboarding. They build custom agentic workflows and GPT-powered tools that reduce manual work and increase AUM growth.

AI can automate lead research, prioritize high-value prospects, generate meeting prep summaries, draft follow-ups, build personalized planning insights, track client behavior changes, and streamline CRM updates. Advisors save 10–40 hours per month, freeing time for higher-value relationship work.

Yes — as long as AI is used for research, drafting, internal workflows, and non-solicitation tasks. AI cannot promise results or give unapproved recommendations. Cheatcoders builds all workflows with strict FINRA/SEC guidance and firm-specific compliance frameworks (Edward Jones, Merrill, LPL, RIAs).

Agentic workflows are AI systems that act like assistants: researching prospects, preparing call briefs, analyzing client notes, summarizing meetings, pulling data from public sources, and generating tailored outreach — automatically and continuously.

A custom GPT is a private AI assistant trained on an advisor’s process, tone, compliance rules, client profiles, and firm-approved language. It helps with call scripts, email drafting, research, onboarding, task lists, and pipeline management.

AI can:

Identify “money in motion” events

Score leads by urgency + likelihood to convert

Write personalized emails

Draft subtle catalyst-based outreach

Create cold-calling scripts

Build research summaries before calls

Run follow-up sequences
Advisors using AI see dramatically higher contact rates.

Yes. AI can provide tailored call scripts based on a lead’s job, age, RSU history, business ownership, or life events. It can also handle pre-call research, generate objections and rebuttals, and draft call summaries for CRM compliance.

AI eliminates repetitive tasks such as:

Email drafting

Meeting notes

CRM logging

Scheduling

Pipeline management

Data entry and form preparation

Compliance-safe content creation
Advisors typically reclaim 5–10 hours per week.

Cheatcoders is designed for independent financial advisors, RIA founders, Edward Jones FAs, Merrill advisors, LPL teams, solo advisors, and small multi-advisor practices looking to scale through automation and AI-driven efficiency.

Cheatcoders builds no-code automations using GPT tools, Zapier, Google Workspace, CRMs, scheduling tools, and custom pipelines. Workflows run in the background, handling research, reminders, follow-ups, and content generation without requiring daily manual effort.

No — AI enhances, not replaces. Clients still want trusted human guidance. AI handles the backend work while advisors focus on planning, relationships, and decision-making. Firms using AI gain a competitive advantage, not a replacement threat.

Advisors typically see: shorter prep time for meetings, more consistent follow-up, more pipeline visibility, higher prospect engagement, more time spent with clients instead of admin work, and stronger visibility online through AI content tools.