Meet our AI phone agent. Ask about the 6-Week program, get your questions answered, and book a time with our team — all in one call.
Get My Call From Chrissy Fill out the form below — she'll call youEnter your details below and Chrissy will call you. A few minutes — and you'll walk away knowing exactly what the program includes.
This is the implementation program built on everything taught at the AI Powered Advisor Summit. Six weeks. A clear system. And the tools, frameworks, and support to build it inside your practice.
Chrissy is our AI phone agent — and talking to her isn't just how you learn about the program. It's a live demonstration of what agentic AI can do for your business.
Six weeks of guided implementation. The 400/40 System, AI-powered marketing, agentic outreach, and a calendar that fills itself. Built for established advisors who are ready to stop grinding and start growing with a system underneath them.