WHAT YOU’LL BUILD
Four things you walk out with.
01
An AI sales & marketing team.
For a fraction of the cost of hiring one — researched leads, drafted follow‑ups, campaign‑ready content.
02
Software that finally talks to itself.
Retire the clunky, expensive systems that don’t connect — and the retainers that come with them.
03
AI agents alongside your people.
Augment your staff — not replace them. Agents that take the repetitive work so your team keeps the judgment calls.
04
Workflows for every area of operations.
From intake to reporting, end to end — built live, on your own business, while you’re in the room.
THE AGENDA
One section for every part of your company.
Learn how to increase productivity across your Sales, Marketing, Operations, and Finance — within 12 months. Two hands‑on days, with a dedicated section for each part of your business:
OPERATIONS
Briefs that write themselves and tasks that run on a schedule — hours back, every single week.
FINANCE
Your books, on speaking terms — connect your numbers and get plain‑English reporting on demand.
SALES
A pipeline that fills itself — researched, scored leads with follow‑ups drafted before your first coffee.
MARKETING
Campaign‑ready content in minutes, not weeks — built live, in your voice, in front of you.
BRANDING
The polish of a much bigger firm — professional assets on demand, no agency retainer.
MANAGEMENT
Lead it instead of chasing it — your AI Champion, your implementation plan, and a virtual board of directors on call.
DAY ONE — THE FOUNDATION
We stand up your AI operating model and put it straight to work — by the afternoon it’s running real work from your own business, hands‑on.
DAY TWO — THE GROWTH ENGINE
We point it at revenue — your money, your pipeline, your brand — and you leave with a written 30‑day action plan.
WHO IT’S FOR
Operators who want AI working, not a reading list.
Built for operators in finance, real estate and lending — the firms where data, trust, and governance actually matter — and for any owner‑run business that wants AI carrying real work. No technical background required. Bring your laptop and one real problem from your business; we build on it.
THE FORMAT
- —Ten seats per cohort. Small enough that every exercise runs on your business, not a case study.
- —Friday–Saturday, 8:00am–5:00pm. Two full days, in person.
- —Downtown Sarasota, Florida. Venue, parking and hotel recommendations are emailed once your seat is confirmed.
- —Led by the New Day team — the people who run 2,000+ assets on the AI layer they built.
DATES & INVESTMENT
Pick your two days.
PER SEAT
$2,500
Paid in full to hold your place. Seats are held in the order payment clears.
BRING A COLLEAGUE
+$1,250
A second seat for someone on your team, at half price. Ask about groups of three or more.
CHANGE OF PLANS
BEFORE YOU RESERVE
See where your firm stands on AI.
The AI Proficiency Index for asset managers: fourteen questions, about five minutes. You get a score out of 100, how you compare with firms like yours, and your three biggest gaps. Daniel then walks you through the results.
RESERVE YOUR SEAT
Hold your place.
Pay now by card or PayPal, or reserve and we’ll send an invoice within one business day. Either way, Daniel confirms your seat personally and sends the venue details.
YOUR SEAT
CHOOSE YOUR COHORT
Payments are processed securely by PayPal for Allocators & Algorithms, LLC — New Day’s workshop affiliate. Your card details never touch this site. Full refund up to two weeks before your cohort.