AI for Financial Advisors
90-Minute Live Training with Allyson Lewis
$197 $97 FPA PARTNERSHIP RATE
You save $100 with exclusive partnership pricing
Your Registration Includes
✓ 90-Minute Live Training via Zoom — Next session: Feb 24th, 10am CT
✓ ChatGPT for Financial Advisors Cheat Sheet — Copy/paste prompts
✓ AI Prompt Library — 20+ done-for-you advisor templates
✓ AI Tools Comparison Guide — ChatGPT vs. Perplexity vs. Copilot
✓ 30-Day Session Recording Access — Review anytime
✓ Private Live Q&A with Allyson — Your questions answered
📅 Next Session: Tuesday, February 24th
10:00am CT — Live via Zoom — Less than what you spend on lunch with a client
✓ 100% Money-Back Guarantee
If you attend and don’t walk away with at least one AI workflow that saves you 3+ hours this week, email support@the7minutelife.com within 30 days for a full refund. No questions asked.
Your Instructor: Allyson Lewis
Formerly CFP® · CIMA® · CRPC®
33 years at Morgan Stanley & Merrill Lynch · Top 11% advisor · CEO of 7 Minute AI · Served on Governor’s AI Task Force · 130,000+ books sold
