A clear direction for your business. A purposeful role for AI. A tangible process to attract and keep ideal clients.
Advisor Crunch Membership — $9.99/month
You know AI matters. The question is how to use it to strengthen the business you’ve worked to build.
Advisor Crunch gives you a guided progression: establish your operating rules, put your process to work, and examine the evidence so you can keep improving.
Your client-centered purpose provides the direction. Your judgment stays in charge.
Set the Rules
Define where AI can assist, what remains your responsibility, and how you’ll check the work before using it.
Put It to Work
Develop a conversation guide, workflow, or tool that makes your contribution clearer and your process more consistent.
Check and Improve
Record what happens, address the gaps, and document a process you can repeat—and eventually teach to a junior advisor, partner, or successor.
Each Crunch session targets about five minutes and guides you toward one practical output.
You might develop:
A question that uncovers a meaningful client decision.
An introduction that makes your process relevant to ideal prospects.
A review guide that shows your value beyond investment performance.
A checklist that makes recurring work easier to repeat.
An operating record that preserves your judgment and next steps.
Continue whenever you’re ready. Applying the work with clients and gathering feedback may take longer.
You receive practical AI prompts, fictional advisor examples, and optional PDF guides.
The examples help you get unstuck. The prompts give AI a defined task. You decide what accurately represents your work and deserves to be used.
You choose the problem. You set the standards. You approve the result.
Your membership continues beyond the foundation with weekly Alpha Installs.
Use them to address a relevant gap, improve an existing process, or explore a purposeful AI application.
New installs arrive weekly. You control your pace.
15 guided Crunch sessions covering the next three foundation stages.
Copy-ready AI prompts for specific tasks.
Fictional advisor examples that show what useful answers can look like.
PDF example guides for additional support.
Ongoing weekly Alpha Installs for continued improvement.
Create, own, execute, and continually improve the process you use to guide ideal clients toward informed financial decisions.
Authority First. Leverage Second.
Monthly subscription. Billed monthly while your subscription remains active.
Advisor Crunch provides educational business-development exercises. Results depend on your application and circumstances. Client acquisition, retention, revenue, and business value are not guaranteed. Follow your firm’s requirements when using AI or applying the materials.