TEAM TRAINING & WORKSHOPS
We Teach You How. You Implement with Our Guidance.
Perfect for financial professionals who want to own their AI systems, have time to learn, or prefer hands on control. We provide training, templates, and ongoing support, you execute.
WHO IT'S FOR
Firms wanting to train entire teams, solo practitioners who prefer learning by doing, or organizations implementing AI firm-wide.
FORMAT 1: HALF DAY WORKSHOP
Duration: 4 hours
Investment : $3,500-5,000
Participants : Up to 25 people
What's Covered:
● AI fundamentals for financial services (no tech jargon)
● Security and compliance guidelines
● 5-7 high-impact use cases with live demos
● Hands-on exercises with real scenarios
● Q&A and troubleshooting
What's Included
20 page participant workbook
15 - 20 ready-to-use prompts
Email Templates
30 day email support
CE credit documentation (if requested)
Best For: Team onboarding, conference audiences, association members
Delivery: Virtual or on-site (on-site +$1,000 for travel)
FORMAT 2: FULL DAY INTENSIVE
Duration: 8 hours (with breaks)
Investment: $5,500-8,000
Participants: Up to 25 people
What's Covered
● Morning: Foundations, security, compliance, core use cases
● Afternoon: Advanced applications, team implementation, custom workflows
What's Included
40-page comprehensive workbook
30-40 custom prompts
Workflow templates
Implementation checklist
30-day email support
1 follow-up group call (60 min)
CE credit documentation
Best For: Firms ready to commit to real AI implementation, teams wanting hands-on training
Delivery: Virtual or on-site (on-site +$1,500 for travel)
FORMAT 3: VIRTUAL TRAINING SERIES
Duration: 3 sessions x 2 hours (spread over 3-6 weeks)
Investment : $3,500-5,000
Participants : Up to 25 people
Session 1: Foundations & Quick Wins
● AI basics, security, compliance
● Email and meeting prep automation
● Immediate time-saving use cases
Session 2: Advanced Applications
● Research and analysis
● Content creation
● Client retention systems
Session 3: Implementation & Scale
● Team training frameworks
● Custom workflows
● 90-day roadmap development
What's Included
All materials from full-day format
Private community access (90 days)
Bi-weekly office hours between sessions
Lifetime recording access
CE credits
Best For: Distributed teams, ongoing learning model, flexibility needed
CUSTOM ENTERPRISE PROGRAMS
● Multi-day intensives
● Certification programs
● Train-the-trainer formats
● Ongoing monthly training subscriptions
Can include: AI readiness assessment, customized curriculum, hands-on scenarios, follow-up support, certification programs
Pricing: Custom based on scope (contact us for enterprise training proposals)
Ready to Get Started?
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