The VPF Lab

AI Assistants

Custom GPTs built on your methodology, your scripts, and your compliance rules. Open one, start working.

Live

Weekly Market Intelligence

All Advisors

Monday morning market briefing with client-ready talking points tied to the Bucket Plan. Paste data or let it search. Get a 2-minute scan, client emails, and meeting prep.

Market Data Client Talking Points Email Drafts
Live

Advisor Recap Email

All Advisors

Paste meeting notes or a Zocks transcript. Get a structured recap email with items discussed, VPT homework, and client homework. 30 minutes down to 3.

Meeting Notes Email Generation Zocks Input
Live
Coming Soon

Sales Conversation Coach

Advisors

Practice VP Experience meetings with a realistic AI prospect. Get coaching feedback on real call transcripts. Built on your scripts and training materials.

Event Outreach Assistant

Julie Roberts

Match VPT events to client interests and generate personalized outreach. Chicago version live, St. Louis coming.

Meeting Prep Brief

All Advisors

Feed a client name and context, get a pre-meeting summary with recent interactions, outstanding items, and conversation starters.

Compliance reminder: Never enter full client names, Social Security numbers, account numbers, or specific portfolio holdings into any AI assistant. First names only when necessary. Anonymized situations are safe. When in doubt: would you be comfortable if this text showed up in an SEC audit?