Advisor AI Tips

Discovery Coach (Beta) — Your AI Assistant for Owner Discovery

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

Using Deep Research to Prep for Prospect Calls

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.

Using AI to Prepare for Client Meetings

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