Why I Built E-Sandro – And Why It Might Be the Best Tool You’ll Ever Use as a Financial Advisor

After more than 35 years in this amazing profession, I’ve seen what works—and what doesn’t. I’ve made the calls, knocked on doors, built a successful practice, and shared everything I’ve learned in my Success Masterclass. But there’s always been one limitation:

I can't be everywhere at once.

That’s why I teamed up with the brilliant Sam Richter, a global authority on digital intelligence and ethical AI, to create something I believe could change the game for financial advisors around the world.

We call it E-Sandro—and it’s essentially me, in digital form. My coaching. My strategies. My insights. All available to you, 24/7.

What is E-Sandro?

E-Sandro is a custom AI platform trained exclusively on the content, principles, and philosophies I’ve used to coach thousands of top-performing advisors. Think of it as your own personal business coach, ready to help you grow, prospect, and communicate at a whole new level.

Here’s what it can do:

🔹 Write Extraordinary Letters and Scripts
Struggling to write a compelling message or reach out to a prospect? E-Sandro will coach you through the process. It won’t just give you a template—it will ask the right questions to help you craft something powerful and personal.

🔹 Find Your Ideal Clients—Fast
With Sam’s advanced prospecting engine, you can instantly find high-value prospects based on location, job title, company, age range, even interests. It’s like having your own Google and LinkedIn expert in one place—only smarter.

🔹 Unlock Deep Personal and Company Intel
Want to make your meetings more meaningful? E-Sandro pulls thousands of public data points to help you understand a person’s values, personality, and communication style—before you even meet them. It even generates full profiles you can save to your CRM.

🔹 Get Ready-Made Emails, Calls, and Meeting Scripts
Need to write a LinkedIn message, email introduction, or phone script? Done. E-Sandro uses what it knows about you andyour contact to craft relevant, professional communication that sets you apart from the competition.

🔹 Stay Informed and Compliant
E-Sandro includes a hand-curated news engine focused on financial services. Share objective, third-party content with your clients—and always stay relevant, informed, and compliant.

Why It’s the Perfect Companion to My Success Masterclass

If you’ve taken part in my Masterclass, you’ll know it’s all about mindset, strategy, and execution. E-Sandro is the tool that helps you implement those lessons in real time, in your own business.

It’s like having me sit across the table with you, guiding you through every step of the process. Only now, you don’t have to wait for our next session—you can tap into everything I know whenever you need it.

Final Thoughts

I wish I’d had this when I started out. It would have saved me years of trial and error.

Whether you're a new advisor or a seasoned top producer, E-Sandro can give you an immediate edge—helping you work smarter, connect deeper, and grow faster.

Take it for a spin. Play with it. And see for yourself how powerful it can be.

To your continued success,
Sandro Forte