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®.
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.
90-min sessions, minimum 3 to start. You're capable. You want the strategy, blueprints, and tools to go execute on your own terms.
Perk: 6 sessions includes a free 30-min live training with Liz.
90-min sessions, minimum 3 to start. You want it done. Co-create with Liz in every session, walk away with finished systems.
Perk: 9 sessions includes a free 1-hour live training with Liz.
The ongoing platform for advisors who've completed The Mirror.
For fund companies and dealer firms. Credit-based pricing:
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).
22 Business Domains × 22 Capability Tenets × 5 Maturity Levels = Your unique practice profile. This is the framework that powers The Mirror.
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.
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.
"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."
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.
By the time we sit down together, Liz has already spent hours inside your answers. Patterns identified. Logic mapped. Gaps flagged. Architecture prepared.
90 minutes of structured IP extraction. Recorded so you can focus on thinking, not note-taking.
Before anything is built, you see exactly what will be built. Structure, scope, format. You confirm. Not every cycle requires a Sync.
A production-ready asset in your portal within 10 business days. Not a draft. One contextual revision included.
SweetBOS reveals the dormant value in your practice — the assets, processes, and opportunities you're sitting on that are invisible from the inside.
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.
SweetBot helps financial advisors, wealth management firms, consultants, and knowledge professionals transform their practices using AI strategy. Founded by Elizabeth Dykes, CIM®.
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.
The Mirror: $950 ($700 bundled). The Map: $1,400/session. The Machine: $1,800/session. SweetSync: $1,500/month. Enterprise: Pilot $20K, Quarterly $72K, Annual $256K.
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.
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.
Contact: hello@sweetbot.ai | LinkedIn: linkedin.com/in/lizskdykes
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