Inside the Haus
Members onlyThe room where leverage gives you your evenings back.
AI is not here to write your brand voice for you. Used well, it removes the repetitive middle of your day — the drafts, the summaries, the reminders — so your attention goes to clients. Built for advisors, not engineers.
How to work this roomAutomate what you already repeat, not what sounds impressive. Every automation in this room ends with a human review step you define.
Live in this room
Every Wednesday one room hosts The Haus Session — 60 minutes live, plus Q&A, at 1:00 PM ET. Dates and topics are open to everyone. Recordings, workbooks, and the thread afterward are for members.
Haus Expert — AI & Automation Practitioner
Brief an assistant on your offers, policies, and tone so it drafts in your voice instead of generic travel copy.
You leave with A working assistant brief saved in your prompt library.
Haus Expert — Workflow Automation Specialist
Find the replies you retype every week and build automations that hand off cleanly to a human when needed.
You leave with Three automations live in your own tools.
Sessions are recorded and filed here, so the room grows every week you are a member.
This room is locked.
The 4 recorded sessions in AI & Automation unlock for Advisor Haus members.
Advisor Haus opens November 1, 2026. The first 100 Founding Members lock in the founding rate.
Every template, tracker, and swipe file that comes out of this room.
This room is locked.
Downloads in AI & Automation open with your Founding Key.
Advisor Haus opens November 1, 2026. The first 100 Founding Members lock in the founding rate.
Meet our Haus Experts
Sessions are led by practitioners who do this work daily — expert-led by AI and automation practitioners building workflows for service businesses.
AI & Automation Practitioner
Builds AI workflows for service businesses — for advisors, not engineers.
Workflow Automation Specialist
Removes the repetitive middle of the day without losing the human handoff.
Host names are announced as each session is confirmed.
Keep exploring
Business Foundation
The room where the business behind the bookings gets built.
Marketing & Visibility
The room where the right people finally hear from you consistently.
Lead Generation
The room where inquiries come from somewhere other than luck.
Systems & CRM
The room where your tools remember what you cannot.
Client Experience & Growth
The room where one great trip turns into three more.