Advisor AI Tips

If you’ve never built a Custom GPT before, this week’s guide walks you through your first one—step-by-step. No tech skills required, just a little time to experiment.

Try our custom GPT to help prepare smoother, more insightful discovery meetings with business owners.

Use Deep Research to gather key insights about a business owner and their company—helping you enter your first conversation prepared to explore leadership, succession, and transition goals.

Use AI to uncover deeper client needs and spark meaningful conversations.