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  • Map of Boston with various marked locations, including points of interest, shops, and landmarks, represented by numbered icons and tags indicating distance and category.

    Money in Motion (Lead Gen)

  • A diagram illustrating an integrated API system featuring sections for powerful APIs, webhooks, and various interconnected elements represented by icons such as email, settings, and a grid of squares, connected by dotted lines.

    Outbound Automations

  • Flowchart diagram of an automation process with steps involving Google Forms, Google Sheets, Gmail, Mailchimp, and Slack, leading to different paths for sending messages and creating records.

    AI Agents

  • A set of five columns listing features of AI-related centers. The first column is titled 'AI Risk Center' and lists items like Risk Tolerance Questionnaire and Portfolio Risk. The second column is 'AI Research Center' with items like AI-Powered Discovery and Security Stats. The third column is 'AI Tax Center' with items such as Client Tax Snapshot and Capital Gains Analysis. The fourth column is 'AI Meeting Center' with features like Smart Meeting Summaries and CRM Integration. The final column is 'AI Planning Center' with features such as Retirement Map & Reporting and Income By Source.

    Client-Facing AI Solutions

  • A digital flowchart displaying a customer relationship management process. It shows a new lead signing up on the left, which is reviewed by a marketing manager, then marked as upmarket or low-touch. Upmarket leads are assigned to a sales rep, while low-touch leads trigger an email nurture campaign using Zap. There is also a comment section where Joshua Barnes suggests capturing company size for each new lead.

    Inbound Automations

AI without a clear plan adds chaos and liability.

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Diagram showing how AI consultants integrate with AI agents, personalized AI systems, existing software, and users.
Flowchart illustrating the process for AI solutions. The steps include: 1) All available AI software, use cases, automations, and tools, with an arrow pointing to a label that says 'AI-quality standards.' 2) Potential AI solutions suitable for financial advisors, with an arrow pointing to 'research analysis & due diligence process.' 3) Currently approved AI solutions, with an arrow pointing to 'our team builds and optimizes robust AI solutions for you.' 4) Your custom strategy and tools.
Diagram illustrating principles of responsible AI use, including transparency and disclosure, data privacy and security, and monitoring and oversight.
Diagram showing the role of an AI consultant with icons representing 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' listing key issues including 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' outlining points on 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 AI in financial services, specifically on compliance monitoring and policy drafting. Contains headings, numbered points, and sample prompts for AI usage in compliance tasks.

    Page 8 of 23

  • A page from a presentation slide titled 'USE CASES', section '4.3 Conversational Prompt', discussing prompt engineering with examples of initial prompts and follow-up questions for financial planning, client meetings, and data analysis.

    Page 9 of 23

  • Page from a document titled 'Use Cases' discussing legislative and regulatory summarization, with instructions for a task to monitor legislative updates related to retirement plans, fiduciary duty, or tax incentives for high-net-worth clients, including role, task, deliverables, and style guidelines.

    Page 10 of 23

  • A page from a professional document with a title 'USE CASES' and a section '4.5 Competitor and market analysis'. The content discusses benchmarking services against competitors in the wealth-management industry, with instructions for researching three competitor firms, comparing their offerings, fee structures, AI adoption, and marketing messages. It includes details about deliverables, style, and a prompt for a market analyst.

    Page 11 of 23

  • Page titled 'USE CASES' titled '4.6 Staff training and onboarding' showing instructions for creating training materials for new team members, including role, task, deliverables, and style.

    Page 12 of 23

  • Page from a report or presentation titled 'Use Cases,' section 4.7, discussing scenario generation and stress testing, with instructions for creating economic scenarios and summaries for a portfolio risk analysis.

    Page 13 of 23

  • Page titled 'Use Cases' with a section '4.7 Scenario generation and stress testing' discussing generating hypothetical market scenarios and testing their impact on portfolios, including instructions for creating plausible economic scenarios and summarizing key assumptions and impacts.

    Page 14 of 23

  • Page titled 'USE CASES' detailing a marketing content creation scenario for a wealth-management firm, including instructions for drafting a blog post, target audience, and style guidelines.

    Page 15 of 23

  • Cover of a guide titled '5.0 Mastery: Proven AI Prompts for Financial Advisors' with a padlock icon and a background in blue.

    Page 16 of 23

  • Page from a handbook or guide titled 'MASTERy' with section 5.1 Sample AI prompts, explaining categorization of prompts, including a quick tip about exploring workflows and suggesting prompts, and a disclaimer about AI prompt use.

    Page 17 of 23

  • Page header titled 'Mastery' with a number '18' on top right corner. Text sections include 'Task Discovery' about identifying roles and processes for virtual assistant workflows, 'List of Prompts' about designing prompts for day-to-day work, and 'Prompt-creation Assistant' about using an LLM for prompt development, each with placeholder curly braces for role descriptions.

    Page 18 of 23

  • Page 19 from a finance or client onboarding guide, titled 'Mastery.' It includes instructions for client discovery questions, a quick tip on personalization, and a checklist for creating necessary documents.

    Page 19 of 23

  • Cover page of a financial advisory guide titled 'Mastery' featuring a blank gray mask icon, with the subtitle 'Help Financial Advisors Gain a Competitive Advantage' a section about onboarding new clients, and a logo for 'Cheatcoders'.

    Page 20 of 23

  • A promotional flyer offering access to more prompts and topics related to financial advising and business development, with a website link for scheduling a free AI consultation.

    Page 21 of 23

  • Cheat Coders promotional card with a QR code, a mask logo, and the text "OUTPERFORM THE COMPETITION". URL at the bottom: www.cheatcoders.ai.

    Page 22 of 23

  • Page 23 of a document titled 'Disclaimers' containing legal and compliance text from Cheatcoders LLC, with a blue section at the bottom.

    Page 23 of 23