AI TRAINING FOR CLIENT RETENTION

Learn AI + Strategy, Then Execute With Support

The Offer

We teach you the client retention strategy and how to use AI tools to execute it yourself, then we provide ongoing coaching and support as you build it out.

Best for advisors who want to master AI for client nurturing and understand the strategy deeply—but want expert guidance to stay on track.

What's Included

Training Component (8 weeks):

  • Complete client nurturing strategy framework

  • How to use AI for client engagement (ChatGPT, Claude, specialized financial services tools)

  • Creating AI-powered email sequences that convert

  • Using AI to build social media calendars efficiently

  • Content repurposing strategies with AI

  • Compliance considerations for AI-generated content in financial services

  • Prompt engineering specifically for financial advisors

  • Hands-on: Building your own nurturing campaigns using AI

  • Hands-on: Setting up AI tools and workflows for your practice

Implementation Support (6 months post-training):

  • Bi-weekly coaching calls during the 8-week training

  • Hands-on setup of your AI-powered workflows

  • Template library and prompt templates you can customize

  • Ongoing Slack/email support for AI questions

  • Monthly group coaching for 6 months post-training (peer learning)

  • Access to private community of advisors using AI for nurturing

Typical Results

  • Deep understanding of how AI accelerates client nurturing strategy

  • Hands-on skills to create your own AI-powered campaigns

  • Reduced ongoing costs (you're executing vs. outsourcing)

  • Repeatable systems your team can use long-term

  • Confidence with AI in a financial services context

  • Ability to scale your practice without scaling your team

Investment

$4,500-$6,000 total (includes 8-week training + 6 months ongoing coaching)

Perfect For

Advisors who want to understand AI deeply, want to execute campaigns themselves, and value having a coach to keep them accountable and help troubleshoot.

Ready to Get Started?

Growth becomes easier when you have clarity, strategy, and the right tools.

Let’s build your next level — with purpose and intention.

Contact:

980.944.4489

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