Industry
AI consulting for financial advisors, based near Munich
As a financial advisor, you earn your living in conversations. The work before and after them still takes a lot of time: preparing meetings, writing up notes, drafting proposals, following up. That is where artificial intelligence helps. I am still active as a financial advisor myself, and I show you how to bring AI into your own workflows step by step. Training runs live and online, in English or German.
- AI consultant and TÜV-certified AI trainer
- still active as a financial advisor
Matching format
1:1 training
We work on your real tasks, up to your own tool if you like. In English or German.
- From €990 net for 4 hours
- Online, scheduled to suit you
Page in German
At a glance
What you take away
From my own practice: I have worked as a financial advisor since 2019 and use AI myself for meeting preparation, proposals and follow-ups.
From the basics to your own solution: good prompts, a system prompt and your own skills first, then automations for your daily tasks.
1:1 training on your real tasks: 4 hours for €990 net, online, scheduled to suit you.
How I work
How I work with you
- 01
Learning by doing
You shape the workshops and take on tasks yourself. I show you what artificial intelligence can do by working with it, not with slides.
- 02
From conversation to result
You say in a conversation what you need, and the AI puts it into practice, whether proposals, routine work or software.
- 03
From the basics to your own software
Good prompts, a system prompt and your own skills first. Then we build automations for your daily tasks. In the end you can develop your own software, tailored to your business processes.
- 04
Wherever you start
Whether you already use artificial intelligence every day or have never worked with it: I adapt to you and where you are now.
Questions
Frequently asked questions
Which tasks can AI take over in advisory work?
Typical examples: preparing meetings, turning notes into minutes and an email, drafting proposals and cover letters, reminding you to follow up and explaining technical terms in plain language. The advice itself and the responsibility stay with you; the AI takes over the writing around it.
Can I use client data with AI tools?
That depends on the provider, the plan, the settings and a data processing agreement. Client data does not belong in a free personal account. There are several clean options, and I show you which one fits the size of your business. Responsibility for the data stays with you.
Is the training available in English?
Yes. I work with you in German and English, with a clear structure and plenty of humour. Technical terms are explained as we go.
What does the first call cost?
Nothing. The first call takes 30 minutes by video. We look at where you stand and what is possible for you. Afterwards you decide in your own time whether and how we continue.
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In a free first call we look at what is possible for you.
I show you how to grow beyond yourself with AI.
30 minutes · video call · free