Practical sessions for
advisors embracing
modern tools.
Each workshop is a single sitting — a video, a deck, and a written walkthrough. Read the writeup any time. Members can watch the recording and download the presentation.
AI Prompting and Context Fundamentals
When AI starts getting dumb and how to prevent it.
AI starts every chat with amnesia and gets dumber the more clutter you pile into a single conversation, so the trick is to be deliberate about what context it…
ReadGetting Reliable Results from AI
The six levels to get reliable results from AI.
When AI gives you generic, off-brand output, it isn't broken. It's just missing context. The fix is to treat AI like a new hire and feed it the same five…
ReadMagazine-Quality Itineraries with AI
Fully branded itineraries in minutes, not days.
Most itinerary tools force you to choose between speed and brand identity, which is why so many advisors still build by hand. You don't have to choose anymore.…
ReadAI and Protecting Client Data
Use AI without putting client trust on the line.
Travel advisors handle some of the most sensitive personal data of any profession, and the answer is not to avoid AI or to paste everything into ChatGPT and…
ReadBuilding a Better Client Experience with Modern Tools
A fast tour of the AI tools worth knowing right now.
Most advisors default to ChatGPT for everything, but the AI landscape is much bigger and moves every week. This is a fast tour across twelve categories…
ReadFrom Chatbot to Desktop Assistant
Stop copy pasting and allow AI to own the work.
Most of us still use AI like a browser tab we visit, type into, and copy from. Cowork changes that by putting Claude on your desktop where it can see your…
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