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The AI-Powered Advisor™

A 6-week, done-with-you program where financial advisors build their own AI team — agents that prospect, follow up, prep meetings, organize the inbox, and care for clients, all running off one Practice Brain™ and checked by a Compliance Guardian™ before anything reaches a client. Built and taught on Heavara, our AI Agent & Automation Platform.

How it’s delivered: Live online, starting Monday, June 15.

• Monday training calls, 3–5 PM ET
• Friday office hours, 1–3 PM ET
• All sessions recorded

What you get:

• Idea-to-Empire™ intake + 1-hour live strategy kickoff
• 6-week guided agent build (live)
• The Fabulous Five™ — 5 pre-built agents you configure in Heavara
• Knowledge Base Library + 24/7 Insurance Brain
• 6 weeks of live office hours
• Bonus: M-Plify funnel platform (1 year)
• Bonus: 400/40 webinar System (pre-recorded training)
• Bonus: AI Survival Kit

You walk away with a signature program, a working AI team, your own marketing engine, and a calendar that fills like clockwork.

Program price: $2,997 (or 4 payments of $1,000). Heavara subscription (separate, required): $50 or $200/mo — same features, usage limits differ.

Guarantee: Show up, attend every session, use office hours — if you don’t break through, full refund.