
I need advisor-specific workflows and review gates.
Design content, meeting, and prospecting workflows with required human and firm review plus CRM save-back.
$297 founding / $497 standard
After the Business Brain
You already built the Brain. You do not need the biggest next step—you need the one that makes the next useful loop easier to build. No urgent blocker is a valid answer.
Find my path
The decision rule

Design content, meeting, and prospecting workflows with required human and firm review plus CRM save-back.
$297 founding / $497 standard

Follow the full eight-module map from Business Brain and routing through operators, loops, verification, and monetization.
$497 launch / $997 standard

Scope, build, inspect, stabilize, and hand off two to three operators or loops against your real tools, depending on tier.
$5K / $10K / $15K scoped tiers

Use a monthly live build, operator drop, teardown, pack, office hours, and peer room to keep improving the next loop.
$97/month
Keep the Assistant and the Brain. Run one real task tomorrow. Return when a loop is asking to be built.
AI-Powered Advisor provides advisor-specific workflows with required human and firm review gates. It is operational education, not financial, legal, tax, accounting, or compliance advice. You remain responsible for every review and approval.
Your next useful step
Coming-soon paths collect interest. Sprint sends an application. Free-for-now stays free. None of these choices opens checkout.
Pick the smallest next step that removes your real blocker: advisor guardrails → Advisor; understanding → Academy; bandwidth → Sprint; momentum → Inner Circle; no urgent blocker → Free-for-now.