Guides
How I set up Claude for advisory work, one job at a time. Each guide gives the steps, the tools it touches, and where the setup stops working.
Start here: Claude as your assistant
Your inbox and CRM
Other guides
- Booked solid, and things are starting to slip
- Most advisors use Claude for the easy ten percent
- Stop rebuilding the same employee handbook for every client
- The board report that eats a day every month
- Why every EVP you write ends up saying the same thing
- Your month end close is a dependency chain, not a checklist
Want this set up on your own accounts?
Start with the free Executive Assistant Kit: a Claude plugin for your inbox, meetings and follow-ups.
Get The Free KitRather talk first? Book a free 20-minute fit call. No pitch. If it is not a fit I will say so. Pick a time