The Client Education Course Builder

What It Is

This prompt designs a complete client-education course for your practice — the strategy, the module-by-module curriculum with per-lesson outcomes and key teaching points, a production tracker so it actually gets finished, and setup notes for your course platform. It's engineered around the number one killer of advisor courses: scope. You get a course sized to be completed — by you in production and by your audience in consumption.

A short course your prospects finish builds more trust than a masterclass they abandon — and every lesson moves them one step closer to booking with you.

Who It Is For

Trusted Advisors — financial advisors, wealth managers, CPAs, insurance producers, estate planning attorneys, and other advice-based professionals — who want a client education course as a lead magnet, nurture asset, onboarding experience, seminar follow-up, or paid product, without an instructional designer or a production crew.