SweetBot — AI Strategy for Advisors & Knowledge Professionals
Transform your practice with AI. SweetBot helps financial advisors, wealth management firms, consultants, and knowledge professionals build systematic, scalable practices — no technical skills required. Founded by Elizabeth Dykes, CIM®.
Who We Serve
- Financial Advisors — Systematize your expertise. Scale what makes you irreplaceable.
- Fund Companies & Dealer Groups — Equip your advisor network with AI-powered practice tools through workshops and enablement programs.
- Operations & Admin Teams — Build the infrastructure that lets advisors focus on clients.
- IT Consultants & Business Owners — Turn trapped expertise into teachable, scalable systems.
Services
The Mirror — The Foundation ($950)
1 session, 90 minutes. $700 when bundled with Map or Machine. A structured assessment that reveals your practice's current state across 44 dimensions. No judgment — just clarity.
- Live, one-on-one facilitated conversation
- 4 personalized scorecards
- L1-L5 maturity baseline across all dimensions
- Actionable tools tuned to YOUR practice
- Clear roadmap for next steps
The Map — Strategy You Execute ($1,400/session)
90-min sessions, minimum 3 to start. You're capable. You want the strategy, blueprints, and tools to go execute on your own terms.
- Process blueprints for your chosen focus areas
- AI-ready tools organized by function
- Priority roadmap with sequenced next steps
- Session transcripts with key decisions highlighted
Perk: 6 sessions includes a free 30-min live training with Liz.
The Machine — We Build It For You ($1,800/session)
90-min sessions, minimum 3 to start. You want it done. Co-create with Liz in every session, walk away with finished systems.
- Fully built systems and workflows ready to deploy
- Complete SOP documentation your team can follow day one
- Configured AI tools and templates for your practice
- Acceptance criteria defining exactly what "done" looks like
Perk: 9 sessions includes a free 1-hour live training with Liz.
SweetSync — Where Growth Continues ($1,500/month)
The ongoing platform for advisors who've completed The Mirror.
- Comprehensive frameworks across all 44 dimensions
- Guided learning paths that build on each other
- Templates and prompts that evolve with best practices
- SweetDrop Newsletter with latest resources
- 2 office hours per month with Elizabeth
- Community of peers modernizing their practices
SweetConnect — Scoped per Project
Enterprise Credit Packages — For fund companies and dealer firms. Credit-based pricing:
- Pilot — $20,000 (5 credits, use within 90 days). Test the approach.
- Quarterly — $72,000 (20 credits, use within 60 days). Committed partnership.
- Annual — $256,000 (80 credits, use within the year). Full integration.
How credits convert: Regional Workshop (2 credits), Nationwide Workshop (3 credits), Wholesaler Enablement (1 credit), Custom Workshop Build (5 credits), Elite Cohort Program (3 credits/session), Executive Strategy Session (1 credit).
Custom Project Builds — For business owners, IT consultants, or existing clients who need something outside the standard session tiers. A specific automation, integration, or project — scoped and priced to what you actually need.
The 44 Dimensions Framework
22 Business Domains × 22 Capability Tenets × 5 Maturity Levels = Your unique practice profile. The Mirror assesses the 22 Business Domains at 5 maturity levels.
5-Level Maturity Scale
- L1 Lacking — No systems, running on instinct.
- L2 Learning — Researching, experimenting, developing capability.
- L3 Launching — System is working. Delivering real value.
- L4 Leveraging — Systematized. Efficiency is high. Profitability soars.
- L5 Leading — Teaching others. Your practice is a model for the industry.
22 Business Domains
Strategy & Positioning, Client Segmentation, Marketing & Brand, Sales & Business Development, Client Service Delivery, Client Experience, Operations & Workflow, Team & Talent, Technology Stack, Compliance & Risk, Financial Management, Data & Analytics, Communication Systems, Project Management, Quality Control, Time Management, Knowledge Management, Innovation Pipeline, Strategic Partnerships, Client Support Systems, Roadmap Planning, Revenue Models.
22 Capability Tenets
Foundation (F1-F8): Strategic Vision & Purpose, Leadership & Team Development, Operational Excellence, Financial Mastery, Marketing & Positioning, Sales & Business Development, Client Experience Design, Risk Management & Compliance.
Specialization (S9-S15): Client Discovery Excellence, Financial Planning Mastery, Investment Philosophy, Estate Planning Integration, Tax Planning Strategy, Insurance Strategy, Business Succession.
Advanced (A16-A20): Behavioral Finance Application, Data Intelligence, Strategic Partnerships, Innovation & Adaptation, Communication Mastery.
Mastery (M21-M22): Crisis Leadership, Legacy & Industry Contribution.
44 dimensions. 220 possible maturity combinations. Your unique profile.
The SweetCycle — How Every Session Works
"You're not paying for an hour of my time. You're paying for the preparation that happens before we meet, the extraction that happens while we're together, and the asset that arrives in your portal after."
S1 · Seed — Plant the Raw Material
You share what you can — answers to targeted questions, uploaded through your secure portal. Best effort is all that's required. Gaps are signals, not failures.
S2 · Synthesize — The Invisible Work
By the time we sit down together, Liz has already spent hours inside your answers. Patterns identified. Logic mapped. Gaps flagged. Architecture prepared.
S3 · Session — A Live, One-on-One Conversation
90 minutes of structured IP extraction. Recorded so you can focus on thinking, not note-taking.
S4 · Sync — Validate Before I Build
Before anything is built, you see exactly what will be built. Structure, scope, format. You confirm. Not every cycle requires a Sync.
S5 · Ship — A Finished Asset
A production-ready asset in your portal within 10 business days. Not a draft. One contextual revision included.
SweetBOS — The Sweet Business Operating System
SweetBOS reveals the dormant value in your practice. The principle behind it: See What You're Sitting On — the assets, processes, and opportunities you're sitting on that are invisible from the inside.
The BizzyBot System — 9 Analytical Perspectives
- DataBits — Evidence & Measurement. Turns assumptions into evidence.
- StratBot — Strategy & Vision. Connects today's choices to where you'll be in three years.
- BizBot — Operations & Growth. Maps how work moves through your business.
- GroundLink — Reality Anchor. Holds the mirror steady when you'd rather look away.
- PromptMaster — Communication Design. Packages expertise into usable frameworks.
- TechBot — Technology Translation. Sorts tools that fit from ones you're paying for out of habit.
- Securitron — Compliance & Risk. Pressure-tests recommendations against compliance reality.
- LifeOptimizer — Work-Life Integration. Growing your business without losing your life.
- SweetBot — Values & Alignment. The guiding light anchored to your values and vision.
About Elizabeth Dykes
The Bridge Between Governance & Innovation. My perspective isn't theoretical; it was forged standing on many sides of the table in the investment advisory world. I know your reality — compliance that conflicts with innovation, growth mandates that outpace your capacity, and expertise trapped in your head.
I'm here to turn constraints into coordinates and redefine what's possible so we can set the standard, together.
Credentials
- Chartered Investment Manager (CIM®)
- Certified Life & Success Coach
- 2x BDM/Wholesaler Award Nominee — Wealth Professional
Experience — 20+ Years
- Investors Group (2011) — The Foundation. Financial planning and client needs analysis.
- Dynamic Funds (2013-2014) — The Culture. Cultural immersion at a bank-owned firm.
- Standard Life (2014-2015) — The Governance. Corporate Governance documents for plan sponsors.
- Bridgehouse (2015-2022) — The Sales Reality. Inside & Outside Wholesaler.
- QWealth (2022-2023) — The Human Element. Intersection of well-being and wealth.
- SweetBot (2023-Present) — The Synthesis. Bridge between governance and innovation.
Core Strengths
- Pattern Recognition — Spotting connections across psychology, financial markets, and emerging technology.
- Systems Extraction — Extracting the systems already in your head and making them teachable and scalable.
- Compliance-Aware Innovation — No client PII. No reckless risks. Strategic positioning within regulatory guardrails.
FAQ
What is SweetBot?
SweetBot helps financial advisors, wealth management firms, consultants, and knowledge professionals transform their practices using AI strategy. Founded by Elizabeth Dykes, CIM®.
Who is SweetBot for?
Financial advisors, fund companies, dealer firms, IT consultants, business owners, and operations teams. If you have knowledge trapped in your head that should be teachable and scalable, SweetBot is for you.
How much does SweetBot cost?
Five engagement tiers: The Mirror (diagnostic), The Map (strategy), The Machine (co-creation builds), SweetSync (ongoing membership), and SweetConnect (enterprise + custom projects). See the pricing page for current rates.
What is the 44 Dimensions Framework?
22 Business Domains and 22 Capability Tenets, each scored across 5 maturity levels (L1 Lacking to L5 Leading), creating 220 possible combinations that form each practice's unique profile.
How is SweetBot different from other AI consulting?
SweetBot doesn't sell AI tools or software. It extracts the systems already inside a practice and makes them teachable and scalable. Every engagement is personally facilitated by Elizabeth Dykes, CIM®. The approach is compliance-aware, respecting regulatory reality in financial services.
Knowledge Hub — AI Strategy for Financial Advisors
How do I scale my financial advisory practice without burning out?
The scaling trap is that your expertise IS your business. Building knowledge infrastructure that captures how you think lets your systems run your playbook without you. SweetBot calls this "dormant value."
Is AI going to replace financial advisors?
No. AI is amplifying the advisors who learn to use it well. AI handles pattern recognition and routine documentation. It cannot build trust, exercise judgment, or navigate the emotional complexity of financial decisions.
How much does SweetBot cost?
Five tiers from a single diagnostic session through ongoing membership and enterprise engagements. See pricing for current rates.
How do I write good prompts for AI?
Every powerful prompt has 5 parts: Role, Context, Task, Constraints, and Format. Use the OCDA Prompt Loop: Observe, Choose, Decide, Act.
Read the complete FAQ
Navigate
Contact: hello@sweetbot.ai | LinkedIn: linkedin.com/in/lizskdykes
For structured AI-readable content, see llms.txt and llms-full.txt.
What AI Actually Is — A Plain-Language Guide
A plain-language guide to AI for ages 12 to 72. Built from a real conversation between a kid, her grandma, and an AI expert. Myths debunked, vocab defined, thinking tools that last, and your first prompts to try.
Part 1: 6 AI Myths Debunked
- Myth: AI is a robot. Truth: AI is a pattern, not a body. Some robots use AI, but AI itself has no physical form.
- Myth: It searches the internet for answers. Truth: Most AI works from memory — trained on enormous amounts of text that stopped at a certain date. Some tools can search live, but most don't by default.
- Myth: It's completely fair and neutral. Truth: AI reflects the choices of the humans who built it. It is a mirror of its makers — not an impartial judge.
- Myth: Someone reads everything I type. Truth: No one watches in real time, but conversations may be reviewed to improve the AI later. Treat it like a school computer.
- Myth: The first answer is always right. Truth: AI generates patterns, not facts — and can be confidently wrong. Ask again. Ask differently.
- Myth: AI is going to take over the world. Truth: AI has been building quietly for 70+ years. Today it is a very powerful tool — not a mind with intentions.
Part 2: 8 Words You'll Hear
- AI (Artificial Intelligence) — A computer program trained to recognize patterns and generate responses.
- Prompt — What you type to start or continue the conversation. The more clearly you describe what you need, the better the answer.
- Hallucinate — When AI makes something up and states it like it's completely true.
- Training Data — All the text AI learned from — books, websites, articles, conversations.
- Output — What AI gives back to you. A freshly generated response built from patterns.
- Bias — When AI responds differently to different groups because of what was in its training data.
- Live Search — A feature that lets AI look things up on the internet right now instead of relying on memory.
- Model — The specific version of AI you're using — like different car models. ChatGPT, Claude, and Gemini are all different models.
Part 3: Thinking Tools — The OCDA Framework
A framework for thinking about AI interactions: Observe (notice what's happening), Choose (pick one thing to explore), Decide (what do you want from this?), Act (do something with what you learned).
Part 4: Your Rules for AI
Set your own boundaries: What will you use AI for? What won't you use it for? What will you always check? What will you never share? Your rules. Your call.
Part 5: Where Are You on the Journey?
- Stage 1: No idea this existed — Try asking "How can you help me?"
- Stage 2: Just starting — Ask it to explain something you've always wondered
- Stage 3: I use it sometimes — Learn the 5-part prompt anatomy
- Stage 4: I actually get it — Try NotebookLM
- Stage 5: I teach others — Share this guide
Part 6: AI Tools to Try
- ChatGPT — The best starting point for most people.
- Claude — Better with long documents and careful thinking.
- Gemini — Lives inside Google. Best if you already use Google services.
- NotebookLM — Upload your notes and talk to them. Game-changer for studying.
- Perplexity — Searches the internet and explains what it found, with sources.
FAQ
- Can AI spy on me? No one watches in real time, but conversations may be reviewed later.
- Does it remember me next time? Usually not — each conversation starts fresh.
- Can AI have feelings? No. It produces text that sounds emotional but there is no experience behind it.
- Why did they make it? To solve problems, make information more accessible, and because the technology became possible.
Read the full AI for Everyone guide
AI for Good — Real Stories of AI Helping People
Real, verified stories of AI making a difference across six categories: Health, Education, Environment, Accessibility, Community, and Small Business. Each story explains what happened, how AI helped, and why it matters — in plain language.
Categories include AI-assisted medical diagnosis, adaptive learning tools, wildlife conservation, accessibility technology, community safety, and small business automation. Every story is sourced and fact-checked.
Read the AI for Good stories
AI for Change — Your Launchpad, Whatever Your Starting Point
Eight life-stage paths for using AI — each with real examples, first prompts to try, and practical next steps. Paths include: Students, Employees, Business Owners, Parents & Families, Career Changers, Retirees & Lifelong Learners, Newcomers & ESL Learners, and Community Leaders & Volunteers.
Each path provides copy-paste prompts designed for that life stage, plus a "kitchen table" section for starting the AI conversation with family.
Explore the AI for Change paths