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  • Map of Boston highlighting various real estate listings, with icons indicating property types and price ranges, and neighborhood labels such as Brighton, Allston, Cleveland Circle, and Longwood.

    Money in Motion (Lead Gen)

  • Diagram showing integration of APIs, webhooks, and automation tools with interconnected icons representing email, APIs, webhooks, and other functions.

    Outbound Automations

  • Flowchart in Zapier showing steps for automating a process: form response in Google Forms, creating a Google Sheets row, drafting an email in Gmail, updating Mailchimp subscriber info, setting path rules, sending Slack messages, and creating records in Zapier tables.

    AI Agents

  • A table with six columns, each titled with different AI center categories: AI Risk Center, AI Research Center, AI Tax Center, AI Meeting Center, and AI Planning Center. Each column lists various services and features related to each category, such as risk questionnaires, discovery tools, insights, summaries, reports, and analysis tools.

    Client-Facing AI Solutions

  • A digital workflow diagram showing steps in a lead management process, including new user sign-up, lead review, assigning sales representatives, and sending nurturing campaign emails, with interconnected boxes and annotations.

    Inbound Automations

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We Like SOPs

Diagram showing how AI integrates with the user, including AI consultant, AI agents, personalized AI systems, and existing software.
A flowchart illustrating a process for AI solutions. It starts with available AI software, use cases, and tools, then moves to potential AI solutions suitable for financial advisors, followed by approved AI solutions, and finally custom strategies and tools built and optimized by a team.
A diagram illustrating principles for responsible AI use, including transparency and disclosure, data privacy and security, and monitoring and oversight.
Flowchart showing the role of an AI consultant, including strategic planning, team leadership, and project management.

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 document 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 titled 'Ethical Guidelines'. The section lists four guidelines: Protect client data, Disclose AI use, Document processes, and Stay current.

    Page 7 of 23

  • A page from a document titled 'Use Cases' discussing AI in financial services, specifically compliance monitoring and policy drafting. It includes an example prompt for an AI role related to regulatory updates, with instructions on task details and deliverables.

    Page 8 of 23

  • A presentation slide titled 'Use Cases' discussing conversational prompting for AI, featuring examples of initial prompts and follow-up questions for financial planning, workshops, and data analysis.

    Page 9 of 23

  • Page from a document titled 'USE CASES' about legislative and regulatory summarization, including a prompt for monitoring legislative updates, with instructions for a tax attorney and financial planner to summarize and assess impacts on clients.

    Page 10 of 23

  • Page from a business report titled 'Use Cases' discussing competitor and market analysis in the wealth-management industry, with instructions for a market analyst task.

    Page 11 of 23

  • A page from a training manual titled 'USE CASES', focusing on staff training and onboarding for creating training materials about investment fundamentals, CRM processes, or compliance.

    Page 12 of 23

  • Page from a presentation titled 'Use Cases', discussing scenario generation and stress testing for portfolios, including prompts and tasks for creating economic scenarios.

    Page 13 of 23

  • Page from a financial analysis guide discussing scenario generation and stress testing for portfolio risk analysis, including example prompts for creating economic scenarios.

    Page 14 of 23

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

    Page 15 of 23

  • Book cover titled '5.0 Mastery: Proven AI prompts for financial advisors' with a padlock and a row of asterisks representing a password

    Page 16 of 23

  • Page from a training document titled 'Mastery,' focusing on sample AI prompts. It includes a section '5.1 Sample AI prompts,' a quick tip on exploring workflows and asking AI to list tasks, along with a disclaimer about the purpose and limitations of the prompts.

    Page 17 of 23

  • A page from a workbook or guide titled 'Mastery'. It contains sections on Task Discovery, List of Prompts, and Prompt-creation Assistant, providing instructions for roles related to financial advisory workflows and prompt engineering.

    Page 18 of 23

  • Page from a financial planning guide titled 'Mastery,' discussing client onboarding, discovery questions, a quick tip on personalization, and a documents checklist with instructions.

    Page 19 of 23

  • Page from a professional training document titled "Mastery" with a section on onboarding SOP for new financial advisory clients, featuring a mask logo and the company name "Cheatcoders" with the tagline "Helping financial advisors gain a competitive advantage".

    Page 20 of 23

  • A promotional flyer for cheatcoders.ai offering access to a library of AI prompts for financial advisors, including topics like prompt design, client onboarding, tax planning, real estate, investments, marketing, and more.

    Page 21 of 23

  • Blue promotional poster with a large mask icon, the text 'Cheat Coders', a QR code in the center, and the phrase 'Outperform the Competition' at the bottom.

    Page 22 of 23

  • Page displaying legal disclaimers with the heading 'Disclaimers,' surrounded by light beige abstract shapes.

    Page 23 of 23