Financial Advisor AI Lab

Private

2 members

Free

Learn to use AI for your practice's admin, so you spend more time with clients.

Training and community for advisors, built on two ideas:

✅ AI takes the admin off your plate

✅ The Composed Method, Justin's approach, helps you see which client decisions matter most

Sonar is where the two meet. Free time alone doesn't make advice better. Knowing what to notice does.

What you'll learn to do:

✅ Set up GrokBot and connect your Google or Microsoft account

✅ Automate meeting notes, follow-ups, and prep

✅ Use ready-made bot templates for advisor tasks

What you get:

⭐ Kenny, AI engineer and dev rel lead at OpenRouter

⭐ Justin Wollman, an RIA who owns Composed Cap

✅ A step-by-step course and new bot templates over time

✅ Live Q&A calls once we have enough members

✅ Free Sonar access, rolling out to members. It answers client texts and emails you prep briefs.

🚨 Founding group: the first 10 members pay $100/month for life

‼️ After that, $200/month or $1,920/year

✅ Cancel anytime

skool.com/financial-advisor-ai-lab-9351

Step-by-step AI training and community for financial advisors.