AI Workshops for Financial Advisers: Meeting Prep and Client Communications You Review

You prepare for client review meetings the same way every month, and you write the follow-up email the same way every time. That repetition is the part AI can draft for you, once the instructions exist in writing. An AI workshop for financial advisers is worth booking when it takes one repeated task, such as preparing for a client meeting or drafting a client update, and builds instructions you test on a safe example and check against the information your practice supplied. We build training around your business tasks, source material and the output you need. You check the output against the information your business supplied.

Key takeaways

• Our public Sunshine Coast workshop gives you four hours on one repeated adviser task instead of a survey of AI in general. We teach business owners and teams how to use AI on the work their business repeats.
• You write the instructions as five inputs: Context, Task, Source, Rules and Output.
• You test the workflow on a safe example and check the result against your source material, and your team agrees on the source material, instructions and review process for that task.
• A ticket is A$495 including GST per person, the group is capped at 15 paid attendees, and the date and exact venue are to be announced.
• Private training is scoped around your team's tasks, experience and location, then priced as a fixed quote.

What does an AI workshop for financial advisers cover?

It covers one repeated task in your practice and the instructions that produce a draft for it. We teach business owners and teams how to use AI on the work their business repeats, and we work with owners and teams across industries. Our public Sunshine Coast workshop gives you four hours to work on one repeated business task.

AI can draft meeting notes, client replies, review summaries and admin documents from information you supply. You check the work before it reaches a client.

Artificial intelligence is reshaping investment strategies, credit risk management, financial modelling and regulatory structure across the financial world. 1 The current generation of large language models and generative AI tools is speeding that change, and creates both new opportunities and new challenges for financial institutions, investors and regulators. 2 Finance professionals are expected to build hands-on skills with AI tools, not a high-level understanding of them. 3 That is the skill the four hours build.

Which adviser task should you bring: meeting preparation or client communications?

Bring whichever one wastes the most of your time, then narrow it to a single piece of work. Your business task determines the training example.

Pick something specific: the preparation pack for one annual review, a reply to one client question about a statement, or the update you send one client group after a market move. Bring the information needed for that task.

If the job runs through several stages, choose the drafting step first. You can build the instructions for that step without connecting every system in your practice.

How do the five inputs turn meeting preparation into a workflow you can run again?

The five inputs describe the job in enough detail that the same instructions work on the next client. We help you build and test a workflow you can use again.

The five inputs are Context, Task, Source, Rules and Output.

• Context describes the business, client and situation.
• Task names the job the AI assistant needs to do.
• Source supplies the notes, documents or approved facts for that job.
• Rules set the limits and identify missing information to flag.
• Output describes the format and information the finished draft needs to contain.

Written this way, meeting preparation stops being a fresh start each time. You change the source material, run the instructions, and read the draft.

How do you keep AI-drafted client communications reviewed before they are sent?

You agree on the review process before the workflow goes near a client. We help your team agree on the source material, instructions and review process for a repeated task, and participants test the workflow on a safe example and check the result against their source material.

Compare names, dates, figures and claims with your source. Recalculate totals. Check that the draft answers the request and stays within your scope. The person responsible for the work approves the final version.

How does a hands-on workshop compare with online AI courses for finance?

Both teach applied skills, and they differ in whose material you practise on. Online programs are built on their own finance cases and datasets, so you apply AI methods to problems like the ones you meet at work. 4 Our four hours run on the task and material your practice already has.

The Corporate Finance Institute's AI for Finance Specialization is designed for finance professionals who want to apply artificial intelligence in real financial decision-making, and it teaches skills across finance workflows including financial statement analysis, scenario planning, risk assessment and workflow automation. 10115 One program is co-created with Wall Street Prep and purpose-built for applying AI in finance. 12 MIT runs an in-person, immersive program that combines lectures, case discussions and collaborative exercises with academic and industry experts, where participants analyse FinTech applications and learn from the people building those technologies. 1314

Pick a course when you want the field mapped. Book our workshop when you want one adviser task running by the end of the afternoon.

What does the public Sunshine Coast workshop include, and what does a ticket cost?

A ticket is A$495 including GST per person for four hours in person. You build on your own laptop with hands-on help, and you keep the instructions and the example you tested during the session.

Take the instructions and the tested example back to your desk. Run them on your next review pack or client reply, then check the draft before you send it. Join the waitlist for the date.

Can your advice team get private AI training onsite?

Yes. We bring private AI training to your workplace, and we scope it around your team's tasks, experience and location. Your team can also travel to the Sunshine Coast for our public workshop.

Private onsite AI training is available on the Sunshine Coast and in Brisbane, Gold Coast, Ipswich, Noosa, Moreton Bay, Logan, Redlands, Toowoomba and Gympie. Sunshine Coast onsite training covers Maroochydore, Caloundra, Mooloolaba, Buderim, Birtinya, Nambour and Coolum. Sessions run at the team's workplace and are scoped for roughly 4 to 20 people, and larger teams can be split across sessions.

After your enquiry, we discuss your team's tasks, location and experience. We agree on the training scope and prepare a fixed quote. Team size, session length and travel determine the price.

Who runs the training, and what AI work have they implemented?

We run the sessions, and we build the same workflows in our own work. In our business, Searchmaxxed, we built AI workflows for creating blog posts, doing SEO and preparing custom proposals. We helped automate Radiant Roof Repairs' internal processes using AI, work we also apply for roofing and other trades. We used AI to automate SEO, enquiries and admin for Glen House Homoeopathy. The same approach carries across real estate, accounting and bookkeeping and plumbing and electrical teams.

Frequently asked questions