AI For Advisors

Do you need to add $10K in billable services in 90 days using AI?

Let’s Get Started

This is not a passive learning experience.
This is where managers, leaders, and advisors become AI IMPLEMENTORS.

Invite your team.

What You’re Joining

A 1-month AI implementation program + private community designed specifically for advisors across all disciplines—financial, legal, consulting, insurance, operations, technology, and more.

This program is for you if:

You know AI is transforming your industry—but need a clear path forward
You want to systemize AI and demonstrate real ROI
You’re ready to lead clients (and peers) through complexity with confidence

This program is NOT:

A passive group coaching experience
A program for AI vendors or service providers

This is a hands-on, structured environment where you will:

Experiment
Build
Implement
Lead

What is Included:

2 implementation sessions (Valued at $3,000)
Curated 1:1 peer introductions (Valued at $1,500)
AI Resource Library + prompt vault (Valued at $2,000)
Executive coaching access (Valued at $3,500)
Total Value: $10,000 → Today's Cost: FREE!

How the Program Works

This experience is designed for high-performing adults to learn best: through action, collaboration, and real-world application.

1. Two Implementation Sessions

Schedule: Every other week for 1 month
Format (60 minutes each):
- 20 min – Strategic Check-ins (Unrecorded)
  Wins, challenges, goals, and needs
- 20 min – Expert Insights (Recorded and saved in your library)
  Case studies, product demos, tools, metrics, and resources
- 20 min – Breakout Implementation (Unrecorded)
  Small-group collaboration by sector or project

2. Peer-to-Peer Collaboration

Between sessions, you’ll receive curated 1:1 introductions with other IMPLEMENTORS
→ Build relationships
→ Share solutions
→ Accelerate progress

3. AI Resource Library (Robust & Expanding)

You’ll gain access to a growing digital vault including:

Recorded case studies
Proven AI templates
Workflow automations
Hundreds of prompts (searchable by advisor sector)
Ethical & compliance frameworks
Research and marketing tools
Private contact community

4. Executive Coaching Access

Confidential coaching sessions with Doug Gray, PhD
→ Designed to accelerate your personal AI implementation projects

When We Meet

Time: 12:00 PM CST
Days: First & Third Wednesdays of each month
Platform: Zoom
Start Date: Announced once minimum cohort size is reached. Target date: June 17, 2026

This ensures high engagement, quality interaction, and real outcomes.

Who This Is For

Managers, advisors (internal or external), leaders, and teams across any discipline:

Financial & Wealth
Insurance & Investment
Legal & Consulting
Psychology & Coaching
Sales, Operations, Technology

Requirement:
You must be ready to embrace:

An AI Growth Mindset
Practical AI tools for both professional and personal use

Expected Outcomes

By the end of this program, you will be able to:

Protect client confidentiality using AI responsibly
Increase billable services and leverage
Improve profit margins
Define and communicate your competitive advantage
Save time through faster client preparation
Draft compliant communications efficiently
Create thought leadership content quickly
Automate internal workflows
Enhance personalization at scale
Deepen client relationships
Increase the value of your advisory services

Our ROI Guarantee

We expect professionalism—just as you would from any fiduciary advisor.

If you:

Attend 2 sessions
complete complete the three implementation benchmarks
and practice what we teach

…and have not added revenue or efficiency to your business, then we will work with you directly until you achieve your ROI.