Tool
ChatGPT training for financial advisors
ChatGPT can take over a lot of everyday advisory work, if you know how to guide it. Most advisors I talk to use only a fraction of it. In the training you learn how I use ChatGPT and other AI tools as a financial advisor myself, and how to turn that into fixed workflows that take work off your plate.
- 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
Meeting preparation: the AI summarises documents and suggests questions for the appointment.
Plain language: repayment, fixed interest periods or credit reports explained clearly for your clients, checked by you.
After the meeting: your voice note becomes minutes and an email, plus a reminder to follow up.
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
How is the training organised?
Either as 1:1 training on your own tasks, from 4 hours for €990 net, or as team training for 3 to 10 people, priced per person and hour. Both run live and online, in English or German.
Will I leave with something I can use?
Yes. Every training ends with a result that works: prompts, a system prompt and workflows built around your real tasks. On top of that, my prompt library with more than 140 prompts is free to use.
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.
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