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AI workshop for financial advisors, in English

A good AI workshop is not a lecture. You work on your own tasks, take on parts of the session yourself and leave with workflows you actually use. For advisory teams I run team trainings, for individual advisors there is 1:1 training. Both run live and online, in English or German, with a workbook for every session.

  • AI consultant and TÜV-certified AI trainer
  • still active as a financial advisor

Matching format

Team training

Training with a workbook and support until it runs in everyday work. Tailored to your processes.

  • Teams of 3 to 10 people, online
  • €100, €90 or €80 net per person and hour
Team training

Page in German

At a glance

What you take away

  1. Team training for 3 to 10 people: 4, 8 or 12 hours at €100, €90 or €80 net per person and hour.

  2. Learning by doing: you shape the workshop and take on tasks yourself. Format, depth and examples are tailored to your processes.

  3. Workbook for every session, so you can look things up later and keep working on your own.

How I work

How I work with you

  1. 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.

  2. 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.

  3. 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.

  4. 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

Do I need prior AI knowledge?

No. I adapt to where you are, whether you already use AI every day or have never worked with it. You need a laptop and access to an AI tool; we agree on the details beforehand.

Where does the workshop take place?

Online and live, wherever you are. On site, I give keynote talks for events and leadership meetings.

What does it cost for our team?

Team training costs €100 per person and hour for 4 hours, €90 for 8 hours and €80 for 12 hours, net, for teams of 3 to 10 people. Five people for four hours come to €2,000 net. Larger teams on request.

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.

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