Copilot for Financial Advice

Build practical Copilot workflows for financial advice, in one day.

A full-day, hands-on workshop for financial advisers, paraplanners and client service teams who want to move beyond basic prompts and start using Microsoft Copilot in practical, repeatable ways.

Stop experimenting. Start putting Copilot to work.

Most advice teams have tried Copilot.

They have used it to draft something, summarise a document or answer a few questions.

The bigger opportunity is working out where it can genuinely take time and friction out of the work your practice already does.

File notes. Client conversations. Advice documents. Reviews. Research. Internal handovers.

The recurring work that still gets done manually every week.

This workshop is built around that gap.

You will spend the day building, testing and improving practical Copilot workflows around real financial advice work.

This is not a day of AI theory.

You will build.

What You Will Build

1. A Better Client Experience

Explore a different way of presenting complex advice information to clients using Copilot.

You will work with your own content and build a clearer, more engaging way of working through that information with a client.

Along the way, you will see how far Copilot can go beyond basic drafting and summarising.

You leave with: a client experience you built yourself.

2. A Meeting-to-File-Note Agent

Create and test a reusable Copilot agent designed to reduce the work involved in producing structured, consistent file notes after client meetings.

You will learn how to give Copilot better instructions, make the process reusable and improve the result when it does not behave the way you expected.

You leave with: a working file-note agent.

3. A Workflow From Your Own Role

Bring one repetitive, time-consuming or frustrating task from your own work.

That might be:

• Client review preparation

• Client onboarding

• Research

• Adviser-to-paraplanner handovers

• Client communications

• Internal documentation

• Review packs

• Procedures

• Another recurring task inside your practice

You will use what you have learned during the day to build a first version, test it and improve it.

You leave with: your own workflow, built by you.

What You Will Walk Away With

By the end of the day, you will have:

• A client experience built from advice content

• A working meeting-to-file-note Copilot agent

• A first Copilot workflow built around your own role

• A better way of prompting and directing Copilot

• Practical experience testing, improving and reviewing AI outputs

• A clear idea of where Copilot can create value across your practice

The goal is not to show you everything Copilot can do.

The goal is to help you become genuinely useful with it.

How the Day Works

This is a practical, structured day with plenty of time to build, test and ask questions.

Part 1: See What Is Possible

We start by looking at what Copilot can do when applied to real financial advice work.

You will learn the foundations for getting better results, then complete the first guided build and create a better client experience from advice content.

Part 2: Build Something Reusable

Next, you will build and test a meeting-to-file-note Copilot agent.

This is where we move beyond individual prompts and start creating something you can use again and again.

Part 3: Apply It to Your Own Work

Finally, you will apply what you have learned to a workflow from your own role.

You will have dedicated time to build, test, troubleshoot and improve it, with support in the room.

We finish the day by testing what has been built, sharing ideas and identifying what you will take back into your practice.

You will spend most of the day inside Copilot.

See it → Build it → Apply it.

You arrive with a problem. You leave with something built.

Who This Is For

This workshop is designed specifically for people working inside financial advice practices.

Financial advisers and financial planners
Reduce repetitive work around client meetings, documentation and advice delivery.

Paraplanners
Explore faster ways to work with information, documents and recurring advice workflows.

Client Service Officers
Identify opportunities to reduce administration and improve repeatable processes.

Associate advisers
Build practical AI skills around preparation, documentation and client work.

Practice managers and principals
Understand where Copilot could create capacity across the broader practice.

Attending as a pair or small team can work particularly well because many workflows cross different roles.

This workshop is not for:

• People looking for AI hacks or shortcuts

• Technical developers building custom software

• Anyone wanting AI to make financial advice decisions for them

• People expecting to sit and watch demonstrations all day

• Anyone unwilling to build and experiment during the session

Responsible Use

This workshop is not about handing financial advice over to AI.

We focus on using Copilot to support the work around advice while keeping professional judgement, verification and approval with the appropriate people.

You can work with real material from your practice where your firm's policies, Microsoft 365 setup and licensee requirements allow it.

We will cover practical considerations around information handling, accuracy, verification, human review and knowing when not to use AI.

You remain responsible for following your organisation's AI, privacy and information-handling requirements.

What Past Participants Say

Feedback from participants in Jenish's previous AI workshops.

“Still thinking about the AI employee concept. Game-changing.”
— Michele Jurak, Franchise Owner and Mortgage Broker

“Jenish simplifies AI in a way that actually works. Clear frameworks, practical prompts, and real results.”
— Peter Dhu, Executive Coach

“A practical, hands-on workshop that goes beyond theory. I now use AI with purpose and consistency.”
— Jan Bochat, Tax Supervisor

“Clear, patient, and genuinely useful. This is AI training you can actually apply immediately.”
— Luke Byrne, Business Broker

Workshop Details

📅 Thursday, 29 October 2026

Time
Arrive from 9:00am
Workshop runs 9:15am to 5:00pm

Location
Broadleaf Financial Group

Unit 5A/335 Hay St, Subiaco WA 6008

Format
In-person
Hands-on
Limited to 10 participants
Lunch and refreshments included

Investment

Full-Day Workshop

$750 incl GST

Includes:

• Full-day hands-on workshop

• Lunch and refreshments

• Workshop resources and templates

• Guided Copilot builds

• Time to work on your own workflow

• Maximum 10-person group

What to Bring

Please bring:

• Your laptop and charger

• A paid Microsoft 365 Copilot licence

• Your Microsoft 365 login details

• One repetitive task you would like to improve

The free Copilot Chat version is not sufficient for this workshop.

Some Copilot features, including agent creation, may also depend on your organisation's Microsoft 365 admin settings.

Make Copilot Useful for the Work You Actually Do.

One day. Ten people. Three things built.

Spend the day working on practical financial advice workflows and leave with something built, something improved and a much clearer idea of where Copilot fits inside your practice.

Thursday, 29 October 2026
Arrive from 9:00am | Workshop 9:15am–5:00pm | Subiaco
$750 incl GST | 10 places only