Get real work done
with Claude
Your advisory practice runs on information, client relationships, and your time. This programme shows you how to hand the time-heavy stuff to AI, so you can focus on advice that actually matters.
Hidden hours
These are the hours that quietly disappear from an advisory practice every week.
Rate research and comparisons
Manually checking lender websites, updating rate cards, and pulling together product comparisons for clients eats time you don’t have.
Client communication
Every follow-up email, loan summary, or policy explanation written from scratch is time that could be better spent. There’s a faster way.
Meeting notes and action items
After a client meeting, the write-up, the actions, the follow-up email. It takes longer than the meeting itself.
Chasing and processing client information
Documents, fact-find responses, identification. Gathering, organising, and summarising client info is relentless admin.
Why you need to delegate this to AI, not just try it
Most advisers who “use AI” only ever ask it questions, like hiring a brilliant assistant and only ever asking for directions. The real value comes when AI handles the behind-the-scenes work.
How the programme works
Each month has four sessions: two content sessions where you build and practise, and two live Q&A hours where you bring your real questions. No recordings to catch up on. No homework that feels optional. Focused enough to actually make progress.
From zero to a working AI setup
Getting Claude set up and understanding what it can do
Install Claude, connect it to your desktop, and get a clear picture of the AI landscape. We start from scratch, because most of us haven’t met Claude properly yet.
Live Q&A: your first week questions
What worked, what confused you, what you tried on a real task. Bring it all.
Putting AI to work in your practice
Connect your calendar and email. Set up a daily briefing. Process meeting notes automatically. Draft client communications faster.
Live Q&A wrap: troubleshoot and refine
Go deeper on what’s working. Fix what isn’t. Preview what’s coming in Month 2.
Building a system that runs your admin for you
Advanced workflows for advisory work
Build reusable AI workflows for your most common tasks: client prep, rate research, fact-find processing, and more.
Live Q&A: real-use troubleshooting
Bring the real things you tried this week. Group troubleshooting at its best.
Your complete personal AI system
Pull everything together into a documented AI setup you own. A system that runs your admin so you can focus on your clients.
Final Q&A and close
Share your system, open questions, what to watch as the technology keeps evolving.
Upcoming dates
Choose the day that suits your schedule. The 2-hour sessions run 10:30am to 12:30pm, and the Q&A hours run 10:30 to 11:30am (New Zealand Time).
Starting 10 June 2026
Every Wednesday for two months
- Month 1
- Wed 10 JunSession 1 · 2 hrs
- Wed 17 JunQ&A · 1 hr
- Wed 24 JunSession 2 · 2 hrs
- Wed 1 JulQ&A wrap · 1 hr
- Month 2
- Wed 8 JulSession 1 · 2 hrs
- Wed 15 JulQ&A · 1 hr
- Wed 22 JulSession 2 · 2 hrs
- Wed 29 JulQ&A wrap · 1 hr
Starting 8 June 2026
Every Monday for two months
- Month 1
- Mon 8 JunSession 1 · 2 hrs
- Mon 15 JunQ&A · 1 hr
- Mon 22 JunSession 2 · 2 hrs
- Mon 29 JunQ&A wrap · 1 hr
- Month 2
- Mon 6 JulSession 1 · 2 hrs
- Mon 13 JulQ&A · 1 hr
- Mon 20 JulSession 2 · 2 hrs
- Mon 27 JulQ&A wrap · 1 hr
What you’ll actually leave with
Not just knowledge. A working AI setup you can use from tomorrow.
Who this is for
Designed for financial advisers and mortgage brokers who want practical results, not a tech course.
Your trainer
Jam Mayer
AI consultant & educator
Jam Mayer is an AI consultant and educator with two decades of experience in digital strategy. She trains teams and business owners in practical AI automation and workflow design. Jam doesn’t just teach AI. She builds with it, creating multi-agent workflows, vibe-coded applications and automation systems for clients. Her teaching style accommodates varied learning styles.
Investment
Start with one month, or commit to the full programme and save. All prices are NZD and GST exclusive.
- 2 content sessions (2 hours each)
- 2 live Q&A sessions (1 hour each)
- 6 hours total live time
- All course materials and exercises
- Option to continue to Month 2
Try the first month. You can add Month 2 afterwards.
- Everything in Month 1, plus
- Month 2: advanced workflows and your complete AI system
- 12 hours total live time
- Priority support throughout
- Save $100 compared to paying month by month
For advisers ready to build the full system.
The time saved within the first month far outweighs the cost of the programme. At just two hours reclaimed per week, you’ve already covered your investment. The hours keep coming back after that.
The real cost is the time you keep losing
The admin side of an advisory practice is relentless. The good news is most of it can be handled by a well-configured AI. Here is where the value actually comes from.
- Most advisers waste 5 to 10 hours a week on tasks AI can handle
Writing emails. Summarising meetings. Comparing products. Preparing for client reviews. These tasks are important but they don’t require your expertise. They just require your time. That changes when you have a proper AI setup.
- This is a guided setup, not a tutorial you watch and forget
You do the work live, using your actual calendar, your actual email, your actual client scenarios. You leave each session with something running, not just something you watched a demo of.
- The Q&A hours are where the real value lands
Bring the thing that didn’t work. Bring the real client scenario you’re not sure how to handle with AI. Bring the question you didn’t want to ask in a larger training. You get direct, tailored answers, not generic advice.
- You set it up once, it saves time every single week after that
Once your daily briefing is scheduled, it runs every morning. Once your meeting notes workflow is set, every client meeting takes 30 seconds to process. The time you put in during the programme keeps paying back long after it ends.
Think about the last time you spent an hour writing a client email, chasing a document, or manually comparing lender rates. Now imagine that hour back, every single day. That’s what a well-set-up AI does for an advisory practice.
Reserve your spot
Spaces are limited. Fill in the form below and we’ll be in touch to confirm your place and send through everything you need before the first session.
What you need
A short list of things to have in place before the first session.
Required before week 1
- A paid Claude plan (Pro or higher). The desktop features we use throughout the programme are not available on the free plan. If you’re not sure which plan you have, check at claude.ai before enrolling.
- A laptop or desktop computer for each session. Tablets and phones are not suitable for the hands-on exercises.
- Basic computer skills: opening apps, copy-paste, web browsing. No technical background needed.