Unleash The Power of AI
You Showed Up.
Now Let's Make It Stick.
Thank you for joining Charlie at Unleash The Power of AI. Here's everything you need to take what you learned and turn it into real change in your business.
You can either be the next Netflix, or the next Blockbuster. The choice is happening right now.
Blockbuster once had the chance to buy Netflix for $50 million and turned it down, convinced they already owned the space. Netflix embraced the change coming down the pipeline. Blockbuster ignored it. Today, Netflix is worth around $300 billion, and Blockbuster no longer exists.
AI is that same moment for professional service businesses. It's both the biggest opportunity and the biggest threat most of us will see in our working lives, and the businesses that get ahead of it now will be the ones still standing in five years' time.
That's what today's session was about. And it's only the beginning of what's possible.
A Quick Recap of Unleash The Power of AI
Here's the framework behind everything you saw today, Charlie calls it ‘The AI CEO’.





The 20-Minute Version Is Just the Start
What you saw today is a condensed taste of the full AI CEO framework, including the seven most common mistakes that stop people getting results from AI (spoiler: most of them come down to giving up too soon, or not giving it enough detail). The full breakdown, and the tools to actually put it into practice, are what we're sending you next.
Here's What We're Sending You
When you sign up, we'll send you everything below so you can start putting the AI CEO framework to work immediately.
Free Access to The AI Advance Masterclass (worth £2,997)
The full course behind today's talk- 12 sessions built around Analyse, Ideate, Create, Engage and Operate, designed specifically for professional service businesses that want to grow while working less. Go at your own pace, and bring your team along with you.
The AI Prompt Guide
Charlie's own prompts, refined over hundreds of hours of use- the same prompts that helped cut a two-hour newsletter write-up down to fifteen minutes, and helped write a full business book from scratch in three months.
The AI Tools List
Cut through the noise of endless new AI tools. This is Charlie's own curated shortlist, refined over 18 months of testing of the tools actually worth your time, and exactly what each one is best used for.
Exclusive Access to Adviser-Only Events
You'll also receive details of our upcoming adviser-only events, where we go deeper into applying AI within regulated, relationship-led professional service businesses.
Plus much more
Further tools, templates, and insights will follow over the coming days as you work through the Masterclass.
Ready to Go Deeper?
By signing up, you'll also be the first to hear about new tools, events, and resources from The Trusted Team.
About Charlie Reading
Charlie built Efficient Portfolio into an award-winning financial planning practice, before selling it to launch The Trusted Team, partly because he could see how profoundly AI was about to change professional services, a warning he first gave on stage to 11,000 financial advisers in Miami back in 2019.
Since then, Charlie has spent thousands of hours testing, refining, and applying AI inside his own businesses , from producing his podcast to writing his next book to building entire coaching frameworks, and has distilled what he's learned into a single model: the AI CEO.
“If you do the same today as you did yesterday, you'll get the same results tomorrow as you got today." Tony Robbins




