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  • A map view of Boston, Massachusetts, showing various points of interest with icons indicating real estate, medical facilities, transportation, and dining options. The map contains numerous blue dots representing specific locations and colored icons with labels indicating distance and type of service.

    Money in Motion (Lead Gen)

  • Diagram illustrating APIs, webhooks, and automation tools with icons for email, APIs, and webhooks, connected by dashed lines.

    Outbound Automations

  • Flowchart of an automation process with steps including submitting a Google Form, creating a spreadsheet, drafting an email, updating Mailchimp subscribers, and applying different paths with rules to send messages via Slack and Gmail, and creating records in Zapier tables.

    AI Agents

  • A collection of five columns displaying different AI-related centers and their features. The centers are labeled 'AI Risk Center,' 'AI Research Center,' 'AI Tax Center,' 'AI Meeting Center,' and 'AI Planning Center,' each with a list of related services and tools underneath.

    Client-Facing AI Solutions

  • A digital marketing flowchart illustrating the process from a new user signing up, the lead being reviewed, to either being assigned to a sales rep or sent a nurture campaign email, with comments and interactions shown in pop-up boxes.

    Inbound Automations

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Diagram showing how to develop AI-powered solutions. Central circle labeled 'You' connected to four surrounding circles: 'AI consultant,' 'AI agents,' 'Existing software,' and 'Personalized AI systems.'
A flowchart with four sections showing the process of AI solutions development. The sections include: 'All available AI software, use cases, automations, and other tools', 'Potential AI solutions that are appropriate for financial advisors', 'Currently approved AI solutions', and 'Your custom strategy and tools'. Each section contains an arrow pointing to the next, with additional notes about AI standards, research and due diligence, and team support.
Diagram showing 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 with three related icons for strategy, team management, and process improvement.

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 section of a document titled 'Compliance' discussing key compliance issues in AI, including auto-generated client communications, replacing advisor expertise, meeting summaries, AI washing, ignoring firm policies, vendor due diligence, and AI governance.

    Page 6 of 23

  • A page from a document titled "ETHICS" with section 3.1 on 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' discussing AI in financial services, focusing on compliance monitoring and policy drafting with specific prompts and guidelines.

    Page 8 of 23

  • A page from a presentation or document titled 'Use Cases' focusing on 'Conversational Prompting' with examples of initial prompts and follow-up prompts for AI interactions related to financial planning, workshops, and market analysis.

    Page 9 of 23

  • Page from a document titled 'USE CASES', focusing on legislative and regulatory summarization, with instructions for monitoring legislative updates related to retirement plans, fiduciary duty or tax incentives.

    Page 10 of 23

  • Page titled 'Use Cases' with a section on '4.5 Competitor and market analysis'. It provides instructions for a market analyst to compare three competitor firms in the wealth-management industry, focusing on their service offerings, fee structures, AI adoption, and marketing messages. The deliverables include a comparative table and a 200-word narrative highlighting differentiators and opportunities, style described as analytical and professional.

    Page 11 of 23

  • A workshop or training manual page on creating onboarding training modules for wealth management firm associates. It includes sections on role, task, deliverables, and style for developing training materials.

    Page 12 of 23

  • Page from a report or presentation titled 'Use Cases' discussing scenario generation and stress testing for portfolio analysis, including instructions for creating economic scenarios and deliverables such as summaries and narratives.

    Page 13 of 23

  • Page from a financial or economic report titled 'Use Cases,' focusing on scenario generation and stress testing. Contains instructions for creating economic scenarios and analyzing their impacts on portfolios, with a role, task, and deliverables.

    Page 14 of 23

  • Page titled 'Use Cases' discussing personalized marketing and content creation, with instructions for writing a blog post for a wealth-management firm targeting retirees, business owners, and millennials.

    Page 15 of 23

  • Cover page of a guide titled '5.0 Mastery: Proven AI Prompts for Financial Advisors' with a padlock icon and a password field.

    Page 16 of 23

  • Page from a guidebook titled 'Mastery' showing section 5.1 on AI prompts with a quick tip box and disclaimer.

    Page 17 of 23

  • Page titled 'Mastery' with sections on task discovery, list of prompts, and prompt-creation assistant, featuring instructional text on roles, prompt design, and process improvement.

    Page 18 of 23

  • Page from a financial planning guide titled 'Mastery,' with sections on client onboarding questions, a quick tip about personalization, and a documents checklist for client service.

    Page 19 of 23

  • Back of a guide or booklet titled 'Mastery' with a section on onboarding a new client, showing a logo of a gray mask with the words 'Cheatcoders' and a tagline about helping financial advisors gain a competitive advantage.

    Page 20 of 23

  • A promotional flyer offering access to a library of tested prompts for financial advisors, including prompt design, client onboarding, tax planning, estate planning, and more, with a call-to-action to visit a website for scheduling a free AI consultation.

    Page 21 of 23

  • A promotional poster for Cheatcoders.ai featuring a blue background, a faded mask logo, a QR code in the center, and the slogan 'Outperform the Competition' at the bottom.

    Page 22 of 23

  • A page titled 'Disclaimers' containing legal and confidentiality notices from Cheatcoders LLC.

    Page 23 of 23