The good ones are nervous about it. They should be.
I have spent my career inside high-stakes work where judgment, discretion, and client trust are the entire product. Over the last two decades, I have:
- →Started in financial and operational audit.
- →Co-founded a medical logistics company, scaling it from 6 to 1,800 employees across 23 states as head of finance.
- →Led M&A transactions, spin-offs, and expert-report engagements as a Senior Manager at Deloitte.
- →Built a luxury real estate brokerage advising UHNW clients on cross-border purchases across more than 40 countries.
The AI conversation online has become theater — loud claims, overnight experts, viral shortcuts dressed up as strategy. None of it survives contact with real client work.
Lawyers, wealth managers, CPAs, and consultants do not need another hype-driven course. You need a disciplined way to put these tools to work without compromising your judgment, confidentiality, or compliance.
The tool is never the authority. The professional is.
Claude drafts, organizes, summarizes, compares, and pressure-tests. You verify, decide, escalate, and own the work.
Used that way, AI can turn messy notes into a clean memo, organize your thinking before a client call, and draft the first version of almost anything you write — giving you back hours every week without lowering your standards.
That is what this is for. Nothing more, nothing less.
— Anthony Guerriero
Founder, The Leverage Years · CPA · Former Deloitte Senior Manager · Co-Founder (scaled 6 → 1,800 employees) · Managing Partner