The AI-Powered Advisor System™

Before Monday

Your four action steps — start here

Complete these before our first training session on June 15th so you hit the ground running on day one.

1

Book Your Intake Call

This is your most important first step. Before we build, we map — your niche, how you get clients now, and exactly what needs to be built to give you maximum leverage. Book your intake call before Monday if at all possible.

Book Your Intake Call →

2

Complete the Idea-to-Empire Interview

13 questions that generate your full signature-program strategy. Paste the prompt doc into your AI of choice — ChatGPT, Claude, Grok, Gemini, or Heavara — and work through it before Week 1.

Open Prompt Doc →

3

Sign up for Heavara

Heavara is the AI Agent & Automation platform we teach and build on — built on Operly. An active subscription is required to participate. Start with the Pro plan at $50/month; you can upgrade for more usage as needed.

Get Heavara — $50/mo →

4

Access the Resource Drive

All program materials, templates, and downloads live here. Bookmark it — you'll return to this folder every week throughout the program.

Open Resource Drive →

Schedule

Your six-week call schedule

All calls are recorded — missing a session never means falling behind. Add them to your calendar now so nothing slips.

Weekly Training

Monday Sessions

3:00 – 5:00 PM ET

Week 1 June 15 Set the Course

Week 2 June 22 Research & Source Prospects

Week 3 June 29 Nurture & Appointments

Week 4 July 6 Content & Authority

Week 5 July 13 Manage & Recruit Team

Week 6 July 20 Compliance & Business Planning

Register — Monday Zoom → + Add to Google Calendar

Weekly Office Hours

Friday Sessions

1:00 – 3:00 PM ET

Week 1 June 19 Open Q&A

Week 2 June 26 Open Q&A

Week 3 July 3 Open Q&A

Week 4 July 10 Open Q&A

Week 5 July 17 Open Q&A

Week 6 July 24 Open Q&A

Register — Friday Zoom → + Add to Google Calendar

Curriculum

What we're building, week by week

Each Monday session advances the build. By Week 6 you walk out with a working AI team and a 30/60/90 plan to run it.

Week 1 Jun 15

Set the Course

Lock your Idea-to-Empire plan, install the Fabulous Five™ agents, and activate the Compliance Guardian™. Your AI team goes live on Day 1.

Week 2 Jun 22

Research & Source Prospects

Stand up the engine that finds, researches, and qualifies the right prospects around the clock — so your pipeline fills while you sleep.

Week 3 Jun 29

Nurture & Appointments

Deploy nurture sequences and the appointment-setter agent that turns warm interest into booked calendar time — automatically.

Week 4 Jul 6

Content & Authority

Build your authority engine and one-to-many content system — in your voice, on brand, with your AI team doing the heavy lifting.

Week 5 Jul 13

Manage & Recruit Team

Go beyond the Fabulous Five — recruit, configure, and direct additional specialized agents. Scale your bench to 10–15 agents tailored to your practice.

Week 6 Jul 20

Compliance & Business Planning

Bring everything online with confidence. Lock your 30/60/90 execution plan and walk out with a fully operational AI-powered practice.

Start Here — Before Week 1

The Idea-to-Empire™ Interview

13 questions that generate your full signature-program strategy and blueprint. This feeds directly into your Week 1 kickoff call with Dave and Terrance.

Your First Assignment

13 questions → your complete strategy

Open the prompt document, copy the interview prompt, and paste it into the AI platform of your choice. Work through all 13 questions honestly — the output becomes the foundation of everything we build together. Bring your completed strategy to the Week 1 call.

Heavara (recommended) ChatGPT Claude Grok Gemini

Open the 13-Question Prompt Doc →

Quick Access