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The Advisor Second Brain
Set up Obsidian as your practice's permanent memory and connect it to Claude or ChatGPT. From the live training, August 2026.
Open the playbook →New playbooks land here as they ship.
Setup guides, playbooks, and resources for Trained Advisor advisors — bookmark this page.
Set up Obsidian as your practice's permanent memory and connect it to Claude or ChatGPT. From the live training, August 2026.
Open the playbook →New playbooks land here as they ship.