Hands-On Claude Learning Tutorials

I am an independent investment advisor and wealth manager based in Canada, and my goal is to build one of the most AI-enabled wealth management practices possible. I am looking for an experienced Claude AI expert who can teach me how to fully leverage Claude in my business, help me build custom workflows and automations, integrate Claude with my existing software, and serve as a long-term consultant as my business grows. I am looking for someone who can show and explain concepts clearly and help implement practical solutions. 1. Investment Research & Analysis = Stock research and analysis, ETF research, Mutual fund research, Company and industry research, Economic research, Market summaries, Earnings analysis, Portfolio analysis, Comparing, investment products and investment reports, Client-friendly investment summaries, Creating professional research templates and building repeatable research workflows. 2. Microsoft 365 Integration (Show me how Claude can work with) = Outlook, Excel, Word, PowerPoint, OneDrive, Teams, Zoom, and Gmail). 3. Marketing & Business Development = lead generation, marketing campaigns (Facebook, LinkedIn, Instagram), client referral systems, email campaigns, website improvements, SEO, building marketing funnels, and content creation to post on social media. 4. Business Automation = drafting emails, preparing proposal or presentations, organizing files, meeting summaries, calendar assistance, task management Ideally you have experience using Claude extensively, building AI workflows, prompt engineering, Microsoft 365, business automation, wealth management, or financial advisor work (preferred). Feel free to message me, and we can discuss.

Project ID: 40542548