Get your time back without risking your license.

This is a five-minute overview of The Leveraged Wealth Advisor, a self-paced course from The Leverage Years. If you are a wealth advisor who wants to use Claude practically — without violating client confidentiality, fiduciary duty, or Marketing Rule 206(4)-1 — this is what the course covers and what you leave with.

Who This Course Is For

The course is built for practicing wealth advisors operating under the Investment Advisers Act of 1940 fiduciary framework. That includes registered investment advisor representatives, CFP professionals at RIAs, CFA professionals at wealth advisory firms, private wealth associates, financial planners at independent and hybrid RIA firms, family office advisors, and wirehouse advisors working on advisory accounts.

If you are already serving clients and want AI to help with the real, repeated, structured work of wealth advisory — not to replace your judgment, but to reduce the friction around the administrative and preparatory side of the job — this course is designed for that.

What Problem It Solves

Most wealth advisors who have tried Claude or other AI tools describe the same experience: scattered experimentation, no clear protocol, anxiety about client confidentiality, and uncertainty about how any of it interacts with the Marketing Rule or fiduciary obligations. The course treats that uncertainty as a real professional problem, not a technicality to dismiss.

The central thesis is simple. Claude can help with client meeting preparation, follow-up drafting, planning discussion outlines, client education materials, research source organization, CRM note cleanup, and COI coordination — if used with the right data-handling discipline and verification habits. The advisor owns the recommendation, the fiduciary conclusion, the compliance determination, and the client relationship. Claude handles structured preparation and drafting support.

What the Course Contains: 14 Modules, 84 Lessons

The course opens with Module 0, which covers six canonical practice paths — Client Meeting Prep, Research and Source Organization, Drafting Support, Adversarial Testing, Intake and Triage, and Full System Build — and includes a 7-Day Implementation Map so you begin with a real task on your desk, not a hypothetical one.

Module 1 teaches you to build your WEALTH_ADVISOR_CONTEXT.md — a professional context file that loads into Claude at the start of every session so you are not re-explaining your firm type, regulatory framework, and audience every time you open a new conversation.

Module 2 covers confidentiality, data sanitization, and Marketing Rule compliance as operating procedure. You learn the Never Upload Index — the specific categories of client data that never enter Claude — and how to tokenize client information so you can work with meeting notes without transferring names, account numbers, or KYC-restricted data.

Module 3 teaches the Client Meeting Prep Workflow: you sanitize your pre-meeting notes, load your context file, paste the structured prompt, and receive a nine-section meeting prep brief — client context, meeting objective, prior open items, life events, planning topics, documents to have ready, questions to ask, items requiring specialist coordination, and follow-up priorities.

Module 4 covers research and source organization: market update source packs from public data, client education source curation, planning topic research, and COI source coordination. Every workflow includes a Source Pack Verification Ledger.

Module 5 handles drafting and synthesis: client follow-up drafting, client education piece drafting, planning discussion outlines for retirement, liquidity events, estate coordination, concentrated stock, charitable, and residence transitions — and a pre-delivery quality control sequence before anything goes to compliance review.

Module 6 is where the course becomes genuinely distinctive for regulated professionals. It teaches adversarial testing — how to code a skeptical compliance reviewer persona inside Claude and red-team your own client-facing language for Marketing Rule 206(4)-1 violations before the draft reaches your actual compliance team. You build a Claim and Source Support Map and a Wealth Advisory Vulnerability Map SOP.

Module 7 covers intake and triage: client onboarding triage, CRM note cleanup, lifecycle event recognition — retirement, liquidity events, business sales, divorce, inheritance, RSU vesting — and document request workflows.

Module 8 is verification and fiduciary discipline: hallucination screening for market, planning, and financial claims; the Wealth Advisor Liability Firewall; Marketing Rule 206(4)-1 compliance discipline; a 10-Point Supervision Checklist; Books and Records (Rule 204-2) compliant documentation; and a practical answer to the question every senior advisor eventually asks — how do you bill for AI-assisted time?

Module 9 is the Prompt Vault: you build a registry of 40-plus calibrated prompts for your practice, with version control and a Prompt Failure Log so you document what works and what does not.

Module 10 is the capstone: you assemble a 17-section SOP Binder — the complete documented workflow system for your practice — run a Final Clean Room Test, and build a 90-Day Calibration Plan.

What You Leave With

You leave with a documented AI workflow system for your practice: a professional context file, a personal prompt vault of 40-plus prompts, a 17-section SOP Binder, an adversarial compliance testing discipline, and a 90-Day Calibration Plan. These are not templates you fill in once and discard. They are operating documents calibrated to your firm type, your regulatory framework, and your client base.

A Note on What This Course Is Not

This course does not teach investment recommendations, financial planning methodology, securities law, or compliance program design at the firm level. It does not replace fiduciary judgment or compliance review. Firm-wide compliance program deployment belongs to a separate institutional product. This course is for the individual advisor.

Who It Is For, Plainly

If you are a practicing wealth advisor operating under fiduciary obligation who wants a practical, compliance-disciplined system for using Claude on the real, repeated work of your practice — meeting prep, follow-up, planning outlines, client education, research organization, CRM hygiene, and COI coordination — this course was built for you.

Founding access is $395 while the production content set is expanding. The price moves to $795 when production maturity criteria are met. No countdown clocks. No artificial scarcity.