In this interactive workshop Matteo will walk advisors through a real case study creating reusable deliverables they can use with clients. Think of a one page financial plan template or a health insurance comparison viewer. Matteo will show how to build on a Healthcare Analysis Template to make it more professional and useful -- like enhanced HDHP/HSA explainers, explaining the benefits of the PPO network, better charts, branding colors, having AI role play as a client seeing the deliverable, etc. Please bring a laptop if you have one and be ready to follow along.