Builders Day
A day-long virtual workshop where financial planners build their own custom tools using Claude Cowork. No coding experience required.
Cohort 2 date coming soon. Sign up below to be the first to know.
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What Is This?
Build toolsmagic for your practice. No coding required.
Builders Day is a virtual day-long workshop where financial planners build their own custom tools using Claude Cowork. Cohort 1 filled up fast — sign up below to be the first to know when the next date is announced.
This is designed for solo planners and those at small-to-mid-size firms who want to offer a more elevated, personalized client experience. The more of a novice you are, the better. Seriously.
You'll leave the day with something real — a working tool you built yourself that you can immediately use with your clients.
The Day
How it flows
9:30 AM – 4:30 PM CT, via Zoom
The Details
What you need to know
Inspiration
Tools I've built for my own practice
Need some inspiration? Here are a few examples of what's possible — and what you could build on Builders Day.
Other Fun Projects
Stay in the Loop
Cohort 1 is full. Cohort 2 is coming.
The first Builders Day filled up before I could blink. Drop your info below and you'll be the first to know when the next cohort date is announced.
You're on the list!
I'll reach out as soon as the next cohort date is set. Stay tuned.
No commitment yet — just letting me know you're interested.