In live sessions, you start building an AI ecosystem like mine.
You have ideas you don't know how to build.
You start a team that can help build them.
Many new projects mean hiring someone or learning a new skill.
Your team can bring skills you don't have to learn yourself.
You're the bottleneck in your own business.
You're the one setting the vision.
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Register for Your GroupNovember
I couldn't have built a CRM on my own. My team built one from scratch.
Your Marketing Kit in Seconds
Type your details and watch an email signature and business card preview build as you type.
One Real Morning, Sorted
15 example items, modeled on 1 real morning, sorted into Needs You, Moved Forward and FYI.
See ItWhere Does It Go?
Pick a real request and see how it was routed through the team.
See ItHow I Write
Voice typing on 3 devices, a made-up ramble, and the 4 pieces the Book Team shapes from it.
See ItThe Words on This Page
Drafted by the Academy Director, using pieces other teammates wrote.
The Page Itself
Laid out the sections and set the motion. Line art and illustrations are AI-generated.
Type your details and watch an email signature and business card preview build as you type. This is a simplified demo of a tool built for a professional community network.
Your email signature Sample Preview
Your business card Sample Preview
Built by the Marketer, an AI teammate.This tool doesn't save or send what you type. Please don't enter client information.
I'm a financial professional just like you, and I never learned to code.
I'm Charming Ihekoronye. I'm a finance and insurance professional with The Miliare Group, the Firm Director of Royal Family Finance, and I lead a growing team of agents. Before this, I served in the Marine Corps as a drill instructor. In the Marines, I learned a lot about myself, including that I need to impact people. I need to take people from where they are to whatever dream they want to become. I loved that about the Marines, and I loved it as a fitness trainer while I served. It's the same need that pulled me into financial planning.
I was never a developer, and I'm still not. But I watched every other industry building and growing with AI, and I realized there were 3 things I had to do.
Adopt AI.
Start using AI in real work, not only reading about it.
Become adept with AI.
Get skilled at it, with practice and the right setup.
Adapt to AI.
Change how you work as the tools change.
In the class you adopt by setting up your own first teammates, become adept by using them on your own work, and adapt as the tools change.
An idea I learned from Jeb Blount
Not affiliated with or endorsed by Jeb Blount.
So I asked ChatGPT how I wasn't using AI in my business. It gave me plenty of ideas, but all of them depended on me logging in and asking, every single time. Then I tried a different AI tool for 2 weeks. I learned how effective AI help can be, and I also learned how expensive it can get: it cost me upwards of $2,000 in about 2 weeks.
I decided there had to be a way to build the same kind of system with a different AI. At the time, I couldn't get ChatGPT to work across my different chats. Claude couldn't either, but Claude on my desktop let me build what I call my second brain, a place where one chat can pass what it knows to another. That's when the idea hit me: what if I built my own AI ecosystem, with no development knowledge at all? I don't know anything about this stuff, the coding or anything like that. But the coolest thing was that Claude itself taught me how to do every single thing.
So I built an AI team, and it does things I never could have done on my own. I'll look at someone else's funnel, website or ad, or at the way they talk to people, and think, "I need that." Then I send my team a text, a video, a link, some screenshots, some pictures or a voice message, and they figure out the rest.
Honestly, I love admin work, so I never did this to save time on paperwork. That would undersell what you're already spending on AI. I'm teaching this because it completely changed what's possible for me. I don't have the reach for all the skills it takes to run my business and my life, and my AI team extends it.
“AI is inevitable. And if you do not adopt? Become adept to and adapt to AI. For creative strategies to ultimately serve your entire life. Not replace you, but work alongside you and uplift you. You're going to be left behind.”
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Join the WaitlistReal Requests, Real Dates, Real Work
Over the last year, I've asked AI for a ton of things. Sometimes it was a full project. Sometimes it was one sentence, a screenshot or a voice note. Here's what my team actually built.
What I Asked ForI watched Claude Desktop build a motion graphic as a live web page and said mine should work the same way.
What My Team DidMy video teammate now builds my videos that way. I get a link I can play, give notes on, and then the final file is made from that same page.
What I Asked ForI shared a video with my team.
What My Team DidWithin a day, the video I shared became a 4-phase plan, and my team rolled it out.
What I Asked ForI showed my team a lead notification on my phone.
What My Team DidIt became a repeatable system: every new lead lands on my recruiting tracker with their answers, and gets a personal "before we meet" email from my inbox.
What I Asked ForI shared a video about building a LinkedIn brand with AI.
What My Team DidMy team built a reusable skill from it, called the creator-fit scanner.
What I Asked ForI showed my team an Instagram account I liked and said I wanted mine to look like that.
What My Team DidMy posts now look like pages from a book.
What I Asked ForI wanted to write my reports on my own site instead of an off-the-shelf tool.
What My Team DidAbout two days later: writer accounts, one sign-in for members, a provider directory members edit themselves, and an events tab.
What I Asked ForI wanted every provider to get professional marketing without a long wait.
What My Team DidEach one now picks a design and gets an email signature, three business card designs and a 32-piece social kit in one click.
What I Asked ForI wanted my book site live for launch week.
What My Team DidLive in one day, with a delivery email that sends the download link automatically. My designer and my tech teammate built it together.
What I Asked ForI wanted one link for my bio that always shows upcoming events.
What My Team DidEach event hides itself after it ends, so nobody has to update it.
What I Asked ForI wanted my clients to fill out a long-term care planning form on my site.
What My Team DidTheir answers become a clean PDF I can review before we meet.
What I Asked ForI wanted a private page where I build and send marketing emails to my team.
What My Team DidMy team built it, sign-in and sending included.
What I Asked ForI wanted my team to book straight onto my calendar.
What My Team DidAn email with screenshots for each teammate, built to go out automatically to each new agent.
What I Asked ForI asked for a way to resend any of my automated emails in seconds.
What My Team DidA searchable library of all of them, with my real links filled in.
What I Asked ForI wanted my old Google Form for final interviews inside my CRM.
What My Team DidRebuilt in my CRM with the same questions. When the interview notes are done, it opens the page to book the next meeting.
What I Asked ForI asked for a no-login way to search every lesson in my training courses.
What My Team DidBuilt, with direct links and month and quarter filters.
What I Asked ForI said I wanted a daily dashboard.
What My Team DidEvery morning it reads my inbox, my team community, my CRM and my calendar, and sorts it into Needs You, Moved Forward and FYI.
What I Asked ForI said policy alerts should be caught for me.
What My Team DidEvery morning my team reads my carriers' emails, updates each policy's status and flags what looks at risk of lapsing, as a heads-up.
What I Asked ForI asked whether formatted emails were possible in my CRM.
What My Team DidYes, it was possible. 74 of my automated emails now have real bold headings, bullets and clickable links, and the wording stayed the same. My team found how by testing, then switched them live.
What I Asked ForI asked, "Whatever doesn't require you? Why aren't we using this more often?"
What My Team DidRoutine jobs became plain scheduled scripts that run on my computer with no per-task fee, and wake a teammate only when judgment is needed.
What I Asked ForI said take what's on my automation tool off and use our own system.
What My Team DidMy team replaced it with scripts that run on my own computer.
What I Asked ForI asked for help keeping up with my texts and follow-ups.
What My Team DidIn one late-night session my team built a system to rank my contacts by priority and draft replies for me to review.
What I Asked ForI asked for the weekly team training recordings to be found, attached to the right lesson and announced.
What My Team DidEach Thursday morning, the Business Manager finds Wednesday's recording, attaches it to the right lesson and announces it to the team.
What My Team DidA full launch for my book with my team. It started with a 30-day pre-launch calendar. Then Amazon flipped the book live in the middle of the night, and in about 9 hours my team updated every scheduled post and every buy button on my site and sent out the launch email.
What My Team DidMy book's landing page, built from scratch after my team studied 18 or more book landing pages. I approved it.
What My Team DidOne podcast episode became a blog post in my voice, show notes and 33 posts for Reels, LinkedIn and Substack, all scheduled and logged.
What My Team DidEvery chapter of my book, plus the prologue, introduction and bonus sections, became its own free PDF, 25 in all, that anyone can get by email.
What My Team DidSeven matching videos for a new agent's grand opening, all approved by me in one night.
What My Team DidA 6-hour gaming livestream turned into 3 finished cuts plus thumbnail briefs.
What My Team DidThree recorded sales seminars cut into 27 lesson files for my academy.
What I Asked ForI said, "I hate the purple, I want the brand to be like the website."
What My Team DidMy team rebuilt it in the website's look. My reply: "Much better!"
What I Asked ForI wanted my AI chats out of separate windows.
What My Team DidIn one overnight session my team built the first 7 teammates and their channels. By the next day, 11 were live.
What My Team DidA shared database every teammate reads and writes: contacts, pipelines, events, content.
What My Team DidEvery teammate now has its own long-term memory.
What I Asked ForI asked for a meeting of the whole team.
What My Team DidMy whole team was briefed at once, and the briefings came back in about an hour. It found jobs that had quietly stopped.
What I Asked ForI asked for things to keep running without me.
What My Team DidThe Architect sends a daily 8 AM health report. It found 7 scheduled jobs that had been failing quietly, some since April, and fixed or contained every one.
What I Asked ForI asked what the masterclass needed.
What My Team DidA full curriculum, a decision list I could answer, and a host kit with a minute-by-minute run of show.
What My Team DidAn AI research tool made up details of a story and said they were from my book. My team checked it against the book, caught it, and now every quote in a Book Team post is checked word for word against the book.
And a lot of it started with one sentence from me.
These are real things my team built for me, on my own plans and my own business. Some took a long session and some took a sentence. Your results will differ, and nothing here is a promise or prediction of what you'll build.
This is what you're building toward.
Join the WaitlistThink about the people you've wished you could hire.
Ever thought about video editing, but it took too much time? So you thought about hiring someone, and it cost too much money.
My team fills roles like that for me.
A video editor, a business manager, a personal accountant, a marketer, a designer and a writer all live inside one ecosystem.
Every role you can't afford is a part of your business you can't grow.
You build the team you couldn't afford to hire, and you decide what each one does.
Which role would you fill first?
Join the WaitlistYou've probably looked at these tools and thought, "I can't justify that." Or you're paying for a few and wondering if they're worth it. Here's what they can cost, and what an ecosystem like this can do.
If you paid list price for all 13 tools above, it would come to about $497 a month. Most people use only a few. This is an estimate of list prices, not a promise of savings for you.
These prices are estimates based on each company's public pricing for the plan named, checked on October 17, 2026, and they change often. They show what these tools can cost at list price. These are list prices, not my bills. I'm not showing my own costs on this page. Your needs, plans and prices will differ. An ecosystem like this can cover some of the work these tools do, but it doesn't match every feature, and you may still need a tool you already pay for. Nothing here promises or predicts savings for you. Before dropping any tool your firm, carriers or licensing rely on, check their requirements.
These are about a dozen of the roles on my AI team, and you'll build your own. This is what these roles do on my team. You decide what yours do.
Runs the whole team. You say what you want once, and it goes to the right teammate. It briefs all of them at once, pulls the answers into one report and brings back the decisions that are yours. It's also built a full masterclass curriculum from an interview, with a run of show down to the minute.
Reads your carrier alerts every morning and flags policies that may be at risk of lapsing. It builds your dashboards, totals your commission statements each month, rebuilds your forms in your CRM, turns your team trainings into searchable lessons and keeps your recruiting follow-ups moving.
Can read the inboxes you connect. In one inbox holding more than 2,000 unread messages, it reviewed the primary unread mail with a read-only tool and surfaced the five that mattered, without marking anything as read, archiving or labeling. It flags deadline risks it finds and drafts replies in your voice. In the setup we teach, nothing is sent without your OK.
Built to rank your contacts by priority, track who's waiting on you and who you're waiting on, and write a weekly relationship report, with your permission. You always send.
Builds marketing pieces for you: a signature, business cards and a 32-piece social kit for every new member, a recurring content routine, event coverage that turns one recording into clips and a recap, and prospect research. It plans, writes, designs and schedules. Anything that goes out under your name follows your firm's advertising rules.
Helps you edit and finish your manuscript, builds the cover wraps and the landing page, plans the launch day by day, then runs your content strategy after it: a podcast episode becomes a blog post and dozens of posts, every chapter becomes a free download, and a follow-up email series built to welcome readers who grab a free chapter or the workbook, or buy the PDF. It can take inspiration from styles you admire and build something original in your brand. Every quote in a Book Team post is checked word for word against the book.
A few minutes of you talking becomes a finished video with your voice, your words on screen, motion graphics and music. It makes whole sets at once, such as seven matching videos approved in a single night, and cuts a six-hour livestream or a recorded seminar into finished pieces. You give notes in plain words and never open editing software.
Drafts welcome letters, follow-ups, engagement letters and disclosure language your firm has approved on one professional letterhead, helps write a plain-English standard for handling client files, and checks that a clean-up worked. These are business documents for your review and signature, not legal advice.
Builds a full-year budget workbook from your statements, sorts your transactions, flags business versus personal spending and possible double charges, and tracks balances you want to pay down. It's set up to read and organize, not to move money, and it isn't financial advice.
Keeps your calendar, your community app and your website matched, writes the rules so recurring events fill in on their own, and flags clashes and timing errors. It can plan a first in-person event down to the minute.
Builds the pages, the member areas and the tools, gets them checked live, and finds the hidden settings nobody documents. With the team, one site took a day and one back office took two.
Sets up every teammate with a job and the tools it needs, gives each its own memory and its own helpers, connects them so they hand work to each other like a staff, runs a health check every morning, and set up a demo team for the class and tested it on a computer.
Start building your own team in the class.
Join the WaitlistFaces are AI-generated illustrations, not real people.
How the Team Works
Charming often starts with one plain message, the way he'd text a friend. Pick a real request he sent and see how it was routed.
Most requests land with the Chief of Staff first. Some go straight to the specialist who owns them.
What Comes Back to Charming
Say it once. The Chief of Staff routes it.
Chief of Staff
Takes the request, sends it to the right teammate, and follows it through until it's done or comes back to Charming.
Business Manager
Supports the practice: recruiting, prospects, courses and training.
Inbox Specialist
Reads the inboxes, flags what matters and drafts replies for approval.
Text Tracker
Built to keep a list of who's waiting on whom, with due dates.
Marketer
Handles marketing work and the community network's content.
Book Team
Helps write and produce the books and teaching material.
Video Producer
Turns ideas and recordings into finished video.
Paperwork Specialist
Drafts formal documents and reviews wording on public pages for a human to approve.
Money Coach
Organizes accounts into a clear budget.
Events Planner
Plans events.
Tech Fixer
Works on technical problems, from accounts to hardware.
Architect
Builds and maintains the systems the whole team runs on.
Built by the Chief of Staff, an AI teammate. Examples, lightly reworded, with private details removed. They show how the team routes work, not a promise of results for you.
My content starts with me talking, not typing. I voice type a ramble into any text box, it turns into text, and then my Book Team shapes it into posts, emails and more. Here's how to voice type on your own device.
Click into any text box, press the Windows key + H, wait for "Listening," and start talking. You'll need an internet connection and a microphone.
Tap into a text box, then tap the microphone button on your keyboard. Most phones have one built in.
On iPhone, if you don't see the microphone button, Dictation may need to be switched on under Settings, General, Keyboard.
Turn on Dictation once in System Settings, under Keyboard. After that, click into a text box and press the Microphone key on the top row of your keyboard, or choose Edit, then Start Dictation. Press Escape when you're done.
Don't dictate client names or details. Depending on your device, voice typing can send your audio to the maker's servers to turn it into text. Your firm's rules still apply.
Steps and menu names vary by device and software version. Check your device's help page if something looks different.
EXAMPLE A made-up ramble written by the Book Team, an AI teammate, for this page. It is not a real recording of Charming.
Okay so, um, I was thinking about follow-up today. Like, you go to an event, somebody hands you a card, you both say 'let's connect this week,' and then, I mean, the week just happens, right? And by Friday that card is buried under everything else on your desk. And the crazy thing is the person was actually interested. Like, they wanted the call. So what works, honestly, is just sending the follow-up the same day. Even two lines. 'Great meeting you, here's the thing I mentioned.' That's it. And it's wild how much that changes how people remember you. Anyway, I feel like there's something there about how the follow-up is kind of the whole job? I don't know. That's the thought.
Made-up examples drafted by the Book Team, an AI teammate, from the sample ramble above, in a style like Charming's. They are examples of how this works, not posts he published, and not advice.
You meet someone at an event, they hand you a card, and you both say, "Let's connect this week." And then the week happens. By Friday that card is buried under everything else on your desk, and the person who was actually interested never hears from you.
It's crazy, because they wanted the call. The opportunity was there. The follow-up just never went out.
The fix is almost too simple. Send the follow-up the same day, even if it's two lines: "Great meeting you. Here's the thing I mentioned." You don't need a perfect message. You need one that shows up while they still remember your face.
Honestly, the follow-up is kind of the whole job. What's the one follow-up sitting on your desk right now?
That card from Tuesday's event is still on your desk, isn't it? Send two lines today: "Great meeting you. Here's the thing I mentioned." A follow-up that shows up while they still remember you beats a perfect one that shows up next month.
Every event ends the same way. Cards get swapped, everyone promises to connect this week, and then the week fills up. By Friday the card is buried, and the person who was really interested is left wondering if they imagined the whole conversation. It's easy to treat the follow-up as a side task for when things slow down. It's really the whole job, and the good news is it's the easiest part to fix.
Subject: That card on your desk
Hey Dana,
Quick one this week. Think about the last event you went to. Somebody handed you a card, you both said you'd connect, and then the week got away from you. It happens to everyone.
Here's the simplest fix I know: send the follow-up the same day. Two lines is plenty. "Great meeting you. Here's the thing I mentioned." It doesn't have to be perfect. It just has to land while they still remember you.
So here's my challenge. Pick one card and send that note before lunch TODAY!
If you draft something like this for your own use, review it yourself first. Your firm's advertising and email rules still apply.
I am not a developer.
Team draftI'm not a developer.
None of that is your fault. Chat boxes were built for questions. Nobody gave you the version that runs your follow-ups, your notes and your mornings for you.
Team draftAnd none of that is your fault. A chat box is built to answer questions, and nobody ever showed you the version that actually runs your follow-ups, your notes and your mornings.
Getting stuck is how this is learned.
Team draftHonestly, getting stuck is how I learned all of this.
Your team isn't a list of tools. It's people you create.
You'll give each AI teammate a name, a personality and a role, like Business Manager, Personal Accountant or Video Editor.
A blank chat box with no character and no job.
A teammate with a name, a personality and a role you chose.
Your first teammate is your architect, and you name it yourself. From there, you decide who joins the team and what each one is good at, so your ecosystem feels like yours.
Name your first teammate.
Join the WaitlistIf any of these sound like you, this class was built for you.
You have ideas for your business that you don't know how to build.
Every new project means hiring someone or learning a skill you don't have time for.
You're the bottleneck in your own business, because everything runs through you.
You've tried general AI chat tools. They answer your questions, but you're still the one doing the building.
You worry about putting client information into a tool you don't control.
And none of that is your fault.
The tools you've been handed answer questions. Nobody ever showed you how to build a team that actually makes things.
On a typical morning in Charming's setup, the Business Manager reads his inbox, carrier alerts, CRM, team community and calendar, then sorts what came in. These 15 made-up cards are shaped like 1 real morning, with every detail made generic. This is how his setup works, not a promise of what yours will do.
15 example items, modeled on 1 real morning, sorted into 3 columns.
Examples only. They show how a morning gets sorted, not advice on handling your own clients or contacts. Your firm's rules still apply.
AI feels like it's only for developers.
I'm not a developer, and I built an AI team of 14. You can start yours.
Like I said, I'm not a developer. I built an AI team of 14, and I learned every piece of it by getting stuck and figuring it out. So I teach it the same way, one step at a time, roadblocks and fixes included.
The goal isn't to teach you a tool.
The goal is to help you build your own ecosystem, modeled on mine.
I spend the class on how it works and how to think about it, because if I just handed you the setup without the thinking behind it, you wouldn't know what to do with it. You leave with your ecosystem started and the know-how to keep growing it.
Everyone else seems to have AI figured out, and you're still guessing.
This class is for licensed insurance and financial professionals who want a team that builds things for them. You don't need to know Claude yet, because you'll learn it in the prep course before the first session (more on that below). And you've got to be willing to try things on a live call.
You don't need to code to do this.
Join the WaitlistWhen you enroll, you get the free prep course, and it teaches you Claude from the very beginning. That way you show up ready for the advanced work, and we get to spend the first session setting things up, not learning the basics. Finish it before the first session and you're set.
Starting from zero while everyone else seems ahead of you.
Everyone starts at the same line, ready for the advanced stuff.
Live sessions. Here's what we cover, in order.
You'll post, reply, and find the live room and the questions channel before anything else starts.
How someone who doesn't code built an AI team by having Claude teach him step by step.
The parts of an AI teammate (instructions, memory, skills, connectors, a body and triggers), and which parts each of your 3 tasks needs.
How separate chats turn into a team with one job each, a shared memory, and work that starts without you.
The class rule, right before you connect anything: no client information goes into the tools we set up in class. Plus how to find where your firm says client documents belong.
Your first connectors on your own personal accounts, and a morning brief set to arrive on its own every weekday.
A skill that writes the way you do, built live, with a finished example to follow.
We install Claude Code and its helpers on your own laptop, plus alerts on your phone.
See a demo AI team working for a made-up agency, on made-up data, so you can see how the pieces fit.
When to think in Claude Desktop, and when to give Claude a body that stays on.
The terminal window is your bot. Where each part of its brain lives on your computer, and what it remembers after a restart.
The goal: an AI teammate you named yourself, set up on your machine and answering you in your own workspace.
Your architect creates the shared memory your team writes to, then designs your second teammate from one of your 3 tasks.
One launcher that opens every bot in its own named tab, and brings your whole team back on its own after a restart. Then you test it live.
Five rules that help keep a team running, each one learned the hard way.
Where your team lives day to day, and how to reach it from your phone.
You write your plan: your next 2 teammates, and who checks on them.
We move at the room's pace, and there's time for your questions along the way.
Built by the Events Planner, an AI teammate.Ready to start building?
The class is built to end with your first AI teammate connected to your tools, a skill you built yourself, and a morning brief that shows up on its own.
Wish your team could grow with you?
The class is also built to end with an AI architect you've named yourself, running on your machine and answering you from your phone.
Afraid of breaking something?
You also walk away with a Second Brain folder your architect set up for you, a second teammate it designed, and 5 rules to help keep everything running after class.
In class, your first teammates get started.
Join the WaitlistSurprises on install day.
A short list, and you walk in ready.
No client information goes into this class, whether in the class chat, in direct messages or in screenshots. Every demo runs on made-up data. We say so out loud at every session, and the rule stays pinned for everyone.
You worry about putting client information into a tool you don't control.
Your fear about client data is the reason this rule exists.
Your team drafts, builds, organizes and suggests. You decide.
No. Keep them for quick questions. This class builds the team that makes things with you, and we build it on Claude.
Post in the class chat and we'll work it out together. Honestly, getting stuck is how I learned all of this.
No. I'm not a developer either.
I can't promise results or income, and no one honest can. What you get out of this depends on how you run your business, how much you use what you build, and your own licensing and firm rules. What I can tell you is what my team has done for me, and that in the class you build your own version. Your results are your own, and this is education, not a guarantee of anything.
This class never uses client information, and every demo runs on made-up data. What you connect after class is your decision, and it has to follow your firm's rules, your carriers' rules and the privacy laws that apply to you. We teach careful habits, but we can't guarantee the security of any tool you choose.
Yes. I record the live sessions so I can improve the course. You'll be told before you enroll and again at the start of each session. Please don't record or share the sessions yourself.
You finish at home with a ready-made prompt in Claude Desktop. And if something's being stubborn, there's a rescue installer for that.
No. The AI Masterclass is an educational program about using AI tools. Nothing in the class, the prep course or this page is financial, insurance, investment, tax or legal advice, and none of it recommends any product or strategy. Royal Family Finance operates as a financial education and planning practice under The Miliare Group. If you are a licensed professional, your licenses, your firm's and carriers' rules, and the laws that apply to you still govern how you use any tool, including what client information you share with it and what you send to clients. You are responsible for reviewing everything an AI tool drafts before it is used. Examples shown in class use made-up data and are for illustration only.
Still have a question? Ask it in the class chat.
Join the Waitlist
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