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Three sessions. By the end you'll have your compliance foundation in place, a 60-prompt Broker Playbook, and your own AI Broker Brain set up and running. This hub holds every step, prompt and template, so you can follow along live or pick it up later.
Each session builds on the last. Open a session to follow the steps at your own pace, or rewatch the recording.
AI Guardrails, Aggregator Context, and your AI Policy and Strategy. The rules AI follows before it touches a client file.
The Perfect Prompt formula, your 60-prompt Broker Playbook and 10 workflow stacks.
Train your AI, write your instructions and set up your Broker Brain project. Version one, live.
Turn your Broker Brain into the way you run your business. Workflows and growth assets, built live over six weeks.
Every prompt, template and document from today lives in the AI Edge Workbook. Open it, then download it as a Google Doc or a Word doc, whichever suits you.