CETI.AI · Proposal for Second 50 Financial
Two full days of hands-on Claude training, built on the process your clients already trust. Your team leaves running real workflows — every client document at your firm's standard.
Why Now
of advisory firms use AI
growth since 2023
use it strategically
Strategic use of AI is a real advantage. Most adoption stays shallow — systematic use is the edge.
Source: Schwab RIA research, 2026.
How We Work
Foundation First™ stays
Claude runs inside your process.
Standardized outputs
One firm voice, whoever drafts.
Human review, always
Nothing auto-sends.
Customized to your financial domain — not a generic AI course.
What Changes
Illustrative benchmarks — industry studies report 25–40% time reduction on research, prep & synthesis; we baseline yours on day one.
See It
[ SAMPLE · FICTIONAL ]
review — dana & ray (weds am)
- both 62, "work's optional now" — when to pull the trigger?
- income: which accounts first?? brokerage vs IRA vs roth
- roth conversion window before RMDs at 73?
- healthcare gap til medicare (~3 yrs) — $$?
- "ok if the market tanks year one?" — sequence risk !!
- !! send the follow-up this week
| From | Your Advisor · Second 50 Financial |
| To | Dana & Ray (clients) |
| Subject | Great seeing you — your plan, next steps |
Hi Dana and Ray,
It was a pleasure seeing you Wednesday. Here's the short version of what we covered, and the one step on each of our plates.
Advisory services offered through Second 50 Financial. For discussion only — not tax or legal advice.
A 30-minute write-up becomes a 3-minute review — in your voice, every time.
Sample data is fictional. Every skill ends in advisor review; nothing auto-sends.
Before You Ask
Is our data safe?
Tap to answer →Enterprise controls. Your business data isn't used to train models by default.
Will it sound like us?
Tap to answer →Your voice, captured as data from your real documents.
What about compliance?
Tap to answer →Human review on every output. Nothing auto-sends.
Tap a card for the answer.
Consistency
Whoever writes it, the client receives the same firm-standard document. That's the output contract.
The Container
A shared workspace holds your checklists, your strategy library, your guardrails, your voice — so nobody re-explains the firm to a chatbot again.
Connected, With Permission
Your calendar, your documents, your CRM, your portfolio data — connected through one secure standard. Only with your written approval. Always read-with-permission.
The Stack
Claude Desktop
Draft on your own machine.
Claude Cowork
Build in a shared workspace.
Claude for Finance
Tools built for regulated work.
Your team learns the actual tools on your actual files — real deliverables, accelerated. Training customized to your financial domain, not a generic AI course.
The Math
AI gives mixed results with math. In retirement planning, that has consequences. We teach verified calculation paths, checking habits, and human review.
What must be right, every time
Your Instructor
AI Instructor & Software Consultant — Founder, CETI.AI
years advising Fortune 500 executives
professionals trained
countries
A decade of hands-on technical training for Fortune 500 teams — ROI-first: every recommendation comes with a number attached.
Built for practitioners, not spectators.
The Program
Trained on the Foundation First™ process, powered by Claude.
Your team demos every artifact — not us.
Two Ways to Run It
Same curriculum. Same artifacts. Same price.
Deliverables
Yours to keep
Yours to grow
You leave able to build new reusable skills into your daily work.
Our Standard
Human review isn't our caveat. It's the design.
Investment
2 full days · or 4 half-days · up to 12 people
Next Step
Bring one real document type. We build you the first real workflow live — within 30 minutes.
cetiaiservices@gmail.com
Without humanity there is no technology. · © 2026 CETI.AI