Build Your Own Custom GPT: A Simple Starting Point for Advisors
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.
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. Download the guide HERE
Prompt
You don’t need coding or AI expertise to build a Custom GPT. You just need a little time and a willingness to try it. This week’s guide explains how to create your very first Custom GPT using the built-in GPT Builder inside ChatGPT.
We walk through the basics:
Naming your GPT
Adding your first instruction block
Uploading a few reference documents
Adding conversation starters
Testing your GPT to see how it behaves
Think of it like setting up a new team assistant. You give it a role, a few instructions, a couple of resources—and it starts helping immediately.
Why it Matters
AI is becoming a core part of how advisors prepare, meet, and follow up with business owners. Building your first Custom GPT helps you understand what’s possible and how quickly it can support your work.
Even a simple GPT can help you:
Prep for meetings
Summarize conversations
Draft follow-up emails
Outline proposals or agendas
Train new team members
Once you build one, you’ll see how easy it is to refine it, expand it, and tailor it to your firm’s process. This is the first step toward building an AI-enhanced advisory practice—without needing to be technical.