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Where the financial advice community goes to survivethrive in the age of AI.

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Live Workshop

Builders Day Cohorts

A day-long virtual workshop where financial advice professionals come together to build their own bespoke tools with AI. No coding experience required--and the more of a novice you are, the better.

Cohorts are kept small and curated, so the room fills up with curious, motivated people who push each other to think bigger.

Learn More & Apply →
📅 June 17, 2026 💻 Virtual · Zoom 🎟️ $395
🛠️
Build something that sticks
From idea to working prototype in a single day, with Andy and Claude whenever you need a hand.
👋
A room full of builders
Novices and experienced builders in the same cohort--that mix is exactly what makes each session click.
🔁
Showcase at the end
Every builder demos what they built and gets live feedback from the group--that's how the day ends.

"There is a zero percent chance you leave without your mind being a little bit blown." — Audrey Emerson, Founder, Cents of Joy

Self-Paced Course

10 Ways to Grow Your Firm with Claude

BuilderFP × Will Steiner

2 hours, 20 lessons, 10 workflows two practicing advisors run every single week. From foundational settings and PII safety to SEO strategy, social content, and branded design assets--built to be immediately useful, not just interesting.

$350

30-day refund · watch at your own pace

Get the Course →

What's inside

🎨
Level up your marketing collateral
Apply your brand kit across a stack of actual use cases--one-pagers, social templates, ad units--that removes the need for a production designer.
📱
Create regular social media content
A repeatable system for showing up on social every week, pulled from the conversations you're already having with clients.
🔍
Build an expert bench with Deep Research
How to use Deep Research to assemble an on-call panel of specialists in SEO, video, email marketing, and anything else you'd rather not become an expert in yourself.
🎙️
The 30-minute interview
Sit through one interview and walk away with a permanent context file Claude can pull from so your outputs actually sound like you and reflect your values.
🔒
Settings and PII safety
Some foundational Claude settings and best practices to keep client data safe and outside of the AI black boxes--in case regulators come knocking.

Plus 15 more lessons. If two workflows don't earn their keep, get your money back.

Weekly Newsletter

The Builder Brief

Short, useful, and created exclusively for the financial advice community. Every week: the AI and fintech news most relevant to your practice, one workflow you can actually use immediately, and a spotlight on someone building something interesting.