Let's start with some radical honesty...
I failed as a financial advisor.
Not the typical "origin story" you expected, right?
But that failure led me down a path that would eventually help hundreds of advisors succeed where I couldn't.
Meet Ed Harder: From Field Research to AI Innovation
For the past decade, I've had a unique view into what REALLY makes advisory practices tick.
As a consultant and most recently as the head of field research and testing for a major financial services company, I got to peek behind the curtain of hundreds of practices across the country.
I sat with the million-dollar producers.
I talked with the advisors pulling their hair out.
I learned what worked.
And more importantly... what didn't.

The Automation Revolution in Financial Services
While running the development and rollout of custom AI tools for thousands of advisors, I noticed something fascinating:
Even with cutting-edge technology at their fingertips, most advisors were struggling to make it work for them.
It wasn't their fault.
The gap between "here's this cool AI tool" and "holy shit, this is actually making my practice better" was MASSIVE.
And it wasn't their fault
After analyzing thousands of AI prompts from real advisors...
After seeing the systems that actually drive success...
After witnessing both the victories and train wrecks...
I realized that advisors don't need more tools.
They need someone who understands both their world AND the technology that's reshaping it.
We're building a different kind of community.
One where we combine deep industry knowledge with cutting-edge AI expertise...
To help you build the practice you ACTUALLY want.
No BS.
No guru-speak.
No pretending it's easier than it is.
Just real solutions, backed by real research, delivered by someone who's seen both sides of the advisory world.
Masters in Personal Financial Planning (College For Financial Planning)
Marketing Degree (University of Wisconsin Madison)
Data Analytics Certificate (Cornell University)
Series 6, 7, and 63 licenses
Certified in AI Content Creation, Research, Automation, Chat Bots, Graphic Arts, Robotics, and Video Creation
Address: 2530 Coach House Dr , Brookfield Wisconsin 53045
Email:
Hours of Operation:
Mon - Sat 8am to 6pm
Sunday – Closed
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