Free Guide for Program Leaders
AI-Ready, Human-Led.
Give your team the confidence to use AI safely — so they serve more people, prepare in less time, and keep the human connection that actually changes financial behavior.
- 5 ways AI gives your coaches time back
- 5 lines your team should never cross
- The Agency AI Guardrails Checklist
- A 30-day plan + 5 starter prompts for coaches
From Coach Devin Stubblefield, CFEI, CFC — trusted by 60+ agency partners and 10,000+ financial professionals.
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What’s Inside
Everything Your Team Needs to Start Well
01
Where AI Helps
Five practical uses — from session prep to plain-language handouts — that give coaches time back for the human work.
02
Where AI Must Not Lead
The five lines that protect your clients, your staff, and your organization’s trust.
03
Guardrails Checklist
A 10-point checklist your leadership team can use to set clear, safe expectations.
04
30-Day Team Plan
A week-by-week path from awareness to integration — plus five starter prompts.
Led by Coach Devin Stubblefield
Built in Real Rooms With Real Teams
Since 2012, Coach Devin has trained more than 10,000 financial professionals and partnered with 60+ agencies, nonprofits, banks, and credit unions nationwide. This guide distills what he teaches teams about using AI to prepare smarter — while keeping coaching human.