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    Money in Motion (Lead Gen)

  • A diagram illustrating a workflow with icons and connecting dashed lines. The diagram features sections labeled 'Powerful APIs' and 'Webhooks,' with icons for email, settings, a purple hourglass, and a blue square with connected shapes.

    Outbound Automations

  • A screenshot of a Zapier automation workflow with steps for creating a Google Form response, Google Sheets row, Gmail draft, Mailchimp subscriber, then splitting into two paths. Each path has rules, message sending via Slack, and Gmail email sending or in Zapier formatting.

    AI Agents

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    Client-Facing AI Solutions

  • A digital flowchart depicting a sales process, including steps from a new user signing up, a marketing manager reviewing the lead, a follow-up message, and subsequent steps like assigning a sales representative or sending a nurture campaign email, with an embedded comment from Joshua Barnes.

    Inbound Automations

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Diagram showing how AI integrates with various components: AI consultant at the top, AI agents on the left, Personalized AI systems on the right, and Existing software at the bottom, all connected to You in the center.
Flowchart illustrating the process of developing AI solutions. It starts with identifying available AI software, use cases, and tools, followed by potential AI solutions for financial advisors, then approved AI solutions, and finally custom strategies and tools built and optimized by the team. Each stage links to key points such as AI-quality standards, research analysis, and team efforts.
A diagram illustrating the key considerations for responsible AI use, including transparency and disclosure, data privacy and security, monitoring and oversight, with interconnected circles representing these concepts.
Diagram showing the role of an AI consultant. The main circle is labeled 'AI consultant.' To the right are three orange circles: the top with a strategic plan icon, the middle with a team collaboration icon, and the bottom with a process and review icon.

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 from a compliance document listing 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 titled 'ETHICS' with section '3.1 Ethical Guidelines', including bullet 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' discussing AI in financial services, focusing on compliance monitoring and policy drafting, with instructions for review and summarization of regulatory updates.

    Page 8 of 23

  • A page from a presentation or guide on conversational prompting for AI, titled 'Use Cases'. It includes examples of initial prompts and follow-up prompts related to financial planning, workshops, and data analysis.

    Page 9 of 23

  • A document slide titled 'USE CASES' with details about legislative and regulatory summarization, including a prompt for a tax attorney and financial planner to monitor legislative updates related to retirement plans, fiduciary duty, and tax incentives, along with style guidelines.

    Page 10 of 23

  • Page from a professional document discussing use cases, specifically competitor and market analysis, with instructions for research and analysis of wealth-management industry competitors.

    Page 11 of 23

  • A page from a training manual titled 'Use Cases' focuses on staff training and onboarding for wealth-management firms. It includes a detailed prompt for developing a training module for new associates on client onboarding processes, including risk profiling, document collection, and CRM data entry, with specific style and expected deliverables.

    Page 12 of 23

  • Page from a report or presentation titled 'Use Cases' discussing scenario generation and stress testing, including instructions for creating economic scenarios and expected impacts on portfolios.

    Page 13 of 23

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

    Page 14 of 23

  • Page from a presentation slide titled 'USE CASES' on personalized marketing and content creation, with instructions for drafting a blog post aimed at wealth management clients about the impact of rising interest rates on retirement income.

    Page 15 of 23

  • Cover of a publication titled '5.0 Mastery' with a subtitle 'Proven AI Prompts for Financial Advisors' and an icon of a padlock and a password input field with asterisks.

    Page 16 of 23

  • Page 17 from a guidebook titled 'Mastery' showing section 5.1 on sample AI prompts, with a quick tip box advising exploring workflows and providing examples, and a disclaimer noting prompts are for informational purposes only.

    Page 17 of 23

  • Page titled 'Mastery' with sections about task discovery, list of prompts, and prompt-creation assistant. The sections include instructions for roles related to financial advisory workflows, prompt engineering, and using a language model.

    Page 18 of 23

  • Page titled 'Mastery' with a section on client onboarding and discovery, including tips, a checklist, and instructions for preparing client questions and documents for a financial planner.

    Page 19 of 23

  • A training guide titled 'Mastery' with a section on onboarding standard operating procedures for new clients, featuring the 'Cheatcoders' logo and tagline about helping financial advisors gain a competitive advantage.

    Page 20 of 23

  • Promotional flyer offering access to additional prompts and topics for AI consultation, including prompt design, client onboarding, tax planning, investment portfolios, marketing, and more.

    Page 21 of 23

  • Blue background with a mask icon and the words 'Cheat Coders' and 'Outperform the Competition', featuring a QR code in the center and a website URL at the bottom.

    Page 22 of 23

  • Page of a document titled 'Disclaimers' with legal and professional liability notices, rules about AI tools, data privacy, third-party products, warranties, and legal jurisdiction.

    Page 23 of 23