This community grows out of my book, The Consolidation Wave - my blueprint for how advisers should approach the AI transition. This is where we put it into practice. We learn together, share what's working and build AI-powered infrastructure that helps you serve clients better at scale.
It's a community for advisers who are ready to figure this out themselves. Whether you're a solo adviser, a paraplanner, an ops manager or a director at a growing firm - if you want to move thoughtfully through the AI transition, this is for you.
The space isn't just for tech experts. It's accessible, practical and built around quick wins - real workflows using tools like n8n, VS Code and Claude Code that you can actually implement without a development team behind you.
Right now it's free. I'm gauging interest to see if this resonates. If it does, we'll move to a tiered structure - but early members will be looked after.
Want to be part of building something like this? Join today.