AI is everywhere – but most financial advisers still aren’t using it in a way that actually helps them bring in new clients or start meaningful conversations with website visitors.
That’s about to change...
On 8th May, we're running a live, hands-on workshop where we'll show you exactly how to build your own AI version of you – a conversational assistant and firm-specific version of ChatGPT that's trained in your style, tone, branding and messaging.
How to use your own AI
During this premium workshop, you can follow along and build your own AI, or just watch and decide if it’s something you want to do later. No coding or tech knowledge needed.
Your AI helps you to:
We’ll also highlight the key tools involved, typical costs you can expect and how you can take it further yourself if you prefer the DIY route later on.
This is a live, hands-on workshop where we'll show you exactly how to build your own AI version of you – a conversational assistant trained in your style, tone, branding and messaging.
Think of it as a personalised search engine for your business – but one people can talk to.
You might use it to guide website visitors, qualify leads, or simply explain your approach in a way that builds trust. Some advisers are also using it to enhance their referral process or complement onboarding.
Recording only: £47
*Note: If you want to build along with us you will need to first subscribe to our recommended AI software provider which works out at $99/month (no ongoing contract or commitment.
Just a month or so ago, it became possible to talk to ChatGPT within WhatsApp. Think about that for a moment.
WhatsApp is used by 79% of the UK population every month, making it quicker and easier than ever before to access detailed financial information.
So having your own AI tool that clients and prospects can talk to makes more sense than ever - it's like having your own firm-specific version of ChatGPT.
This workshop shows you step by step how to create your own AI that can talk to your prospects in your own tone and style - so don't miss out!
No special tech skills required!
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