Industries / Financial Advisors and Wealth Managers
48 advisors, RIA founders, planners, and private wealth leaders have run the AI Leverage Sprint for Founders. No client data went into an AI tool, and they still got their week back.
Four live sessions with Tom Lambotte and Steve French. Built for people who cannot be careless with client data and do not get to experiment in public.
Before Week 1, Charlie wrote down his obstacle:
"Security. In financial services we cannot afford to have personal information leak outside the organization, train our competition, or have the AI give people within the organization accidental access to privileged information they aren't supposed to have."
Using the Sprint's thinking tools, he wrote a one-page, principle-based AI policy for the firm and a rollout plan that balanced compliance with usability. Then he named the first four places to use it: summarizing meetings for notes, drafting client summary letters, faster research, and better prospecting. None of them touch client data.
In Week 4 he wrote down where he wanted the firm to be in a year:
"We have an AI security strategy. People are using it at multiple levels of our firm for both internal and client service tasks to create leverage. I'm not the one doing it. It's creating 10x leverage on the tasks we use it for."
This month, Kreitler Financial enrolled eight team members in the AI Leverage Sprint for Teams: the COO, the Director of Investments, the Operations and Compliance Manager, the Director of Client Experience, a wealth manager, an associate planner, a senior analyst, and Charlie's executive assistant.
“I think I freed up about 10 to 15 hours a week of sort of monotonous typing that I was doing. My goal is never to type again.”
Jennifer Nelson, Wealth Advisor, TD Wealth
Jennifer went voice-first in Week 1 and never went back. She built a voice bot for herself, then one for a colleague to handle board meetings, then put two of her own team members through the AI Leverage Sprint for Teams.
“The three experts has literally changed every prompt I've done. Every communication into AI has been awesome.”
Nathan Hershman, Wealth Advisor, Edward Jones
Nate built a voice assistant that sounds, in his words, scary accurate. He used it to train a junior advisor and to turn conference transcripts into outlines and action steps. He has since joined the Founders Inner Circle and the Factory Accelerator.
Who has already done this
48 financial services founders and leaders.
Independent RIAs and fee-only fiduciary planners. A multi-family office serving eight- and nine-figure families. SEC-registered planning for families in their second chapter of life. Retirement and wealth planning for corporate executives and government employees. Comprehensive wealth management for Christian families. An independent investment dealer running an advisor-owned platform with no quotas and no proprietary products. A wealth advisor who personally absorbed a $70 million book of business.
CPA and business advisory firms offering outsourced CFO services, tax planning, and audit. Forensic accounting, fraud investigation, and expert witness work. A specialist accountancy firm delivering pension scheme audits. Infinite Banking Concept advisory. Life insurance based succession and estate planning. Training, coaching, and turnkey asset management support for other advisors.
Private equity focused on value-add real estate. Private equity, venture capital, real estate, and sports franchise investing. A private investment firm running an internal hedge fund. Commercial real estate direct mortgage lending. USDA-guaranteed rural business and infrastructure lending. CDFI consulting for community banks.
If you run a practice or a firm on this list, someone with your regulator, client base, and constraints has already done this.
Four things eat an advisor's week.
The typing. Jennifer Nelson at TD Wealth put a number on it: 10 to 15 hours a week of monotonous typing, gone. Another advisor described typing as the interruption in the thought process. A third trained his assistant on his two books and his Unique Ability, and stopped using Google for research altogether.
The client letter that has to sound like you and pass compliance. One advisor built his voice assistant, upgraded to a team account for seven people, and his executive assistant now drafts in his voice. Another used the Inversion Method on a newsletter process that kept missing deadlines and drifting off-brand, and rebuilt it with clear roles, deadlines, and compliance checks. A third built a client recap email skill that strips out performance percentages and dollar figures before a human ever sees the draft.
The decision that stalls a practice. One advisor ran a potential advisor acquisition through the AI Chess Board. Another ran what to do with the non-spousal beneficiaries of deceased clients, 10 to 15 a year, and came out with a 90-day plan. A third ran an SEC no-action letter through a three-expert panel and got consensus before he walked into the CEO conversation.
The team. One advisor connected his voice assistant to his team and shared a Three Experts tool they now use without him. Another identified six team members for the Teams Sprint. Kreitler Financial sent eight.
These are regulated firms across the United States, Canada, and Dubai. SEC and FINRA rules in the US, provincial securities and insurance regulators in Canada, and the equivalent wherever else they practice. They put in their own thinking, communication, and processes, never a client record. That is where the hours were.
The AI Leverage Sprint for Founders is four live sessions where you bring your own work and leave with systems that run.
Get the Advisor AI Report: what 48 financial advisors and wealth managers did with AI in four weeks, and what they kept out of it.
Send me the reportQuit typing, start talking. Client summary letters, meeting recaps, and prospect follow-ups come out in your voice, ready for compliance review, in minutes instead of evenings. One advisor's wife thought he had written it himself.
Find the 10 hours hiding in your week: meeting notes, the daily task review, and the process documentation you keep meaning to write. Build the workflows that take them back.
Use the Three Experts framework on the decisions that stall a practice: an acquisition, a new service tier, a succession plan, and a regulatory question. One advisor ran an SEC no-action letter through it. Another built a meeting triage system with it.
Turn what you know into something that scales past you: a firm-wide AI strategy your team can run, with the security line drawn where you need it. Charlie Kreitler wrote his in Week 4. His firm is running it now.
Nothing in the Sprint puts client records, account data, or personal information into an AI tool, and we teach you exactly where that line is. The work advisors do in the Sprint is about their own communication, processes, research, and decisions. That is where the hours are. Your compliance process for client communications stays exactly as it is: AI drafts, you and compliance approve. Charlie Kreitler came in with security as his stated obstacle and left with a one-page AI policy his firm runs on today.
Start with you. The founders who get the most out of this then bring their team through the AI Leverage Sprint for Teams so the operations lead, the associate advisor, and the EA build the same systems. Jennifer Nelson sent two. Another advisor brought seven team members in. Kreitler Financial sent eight. The firm-wide strategy comes in Week 4.
One advisor told us before Week 1 that she felt like a dinosaur with technology. Another described himself as a low-tech founder. Both were building working systems by Week 3. The Sprint is voice-first. You talk, it writes, you approve.
The frameworks work in any AI tool. We teach in Claude, and they transfer to Copilot, Gemini, or whatever your firm has approved. One advisor built his voice assistant in the Sprint and rebuilt it inside Microsoft Copilot to match his firm's environment, with the same output. You learn how to think with AI, and that transfers to whatever product sits in front of you.
Four live 90-minute sessions over four weeks, plus the time you spend applying it to your own work between sessions. We record every session. Most founders report the time back within the first two weeks.
Tom Lambotte and Steve French, co-founders of AI Simplifier. Tom has coached Tony Robbins one-on-one on AI and trained Peter Diamandis's leadership team. Steve has spent 30 years putting technology to work for leaders and teams. Both are Strategic Coach members, which is where many of the advisors on this page first met Tom and Steve.
Next Sprint begins January 5, 2027
The Show Your Work promise: do the weekly actions, show up to office hours, and if you are not saving 10 or more hours a week by day 21, we keep working with you free until you are. 225 founders in, not a single person has asked for their money back.
Still deciding which program fits?
Compare the programsNot your industry? See the full list of industries, with the counts and what each one does.
Four live sessions with Tom and Steve. You bring your own work and leave with systems that run.
The same four weeks, built for the people who run the practice day to day. Kreitler Financial sent eight.
A firm-wide rollout when you want every advisor and every desk running on the same systems, with the security line drawn once.
