Advisor Intelligence
Private
1 member
Free
i'm Johnny Mac, a financial advisor. advisor intelligence is where i show other advisors how i use Microsoft Copilot to organize my day, step by step.
most of us can only use the tools our firm approves, and for a lot of advisors that means Copilot. so that's where we start.
what's inside:
a daily briefing that tells you what to do first
Excel with Copilot, on a practice tracker
email drafts and reusable writing instructions
meeting prep
recurring prompts and your first Power Automate flow
troubleshooting for when something breaks
every lesson gives you the exact steps, the prompt to copy, and what to check before you trust the result. every example is fictional. nothing here is investment, tax, legal, or compliance advice, and your firm's AI policy always comes first.
powered by
skool.com/advisor-intelligence-9168
practical AI workflows for financial advisors. real prompts, real steps, built around the tools your firm actually lets you use.