SweetSync
The Operating System for Advisors in the Age of AI
Two decades of research and practice distilled into a system that turns your expertise into clarity, structure, and compounding advantage.
Intelligence Grounding for AI Success
AI only works if your system is grounded. SweetSync gives you that ground — so every prompt, policy, SOP, and playbook reflects your intelligence, not generic templates.
The Problem & Solution
The Problem
Most advisors have incredible expertise trapped in their heads — impossible to scale, document, or systematically improve.
The Solution
SweetSync extracts, systematizes, and amplifies your unique intelligence into scalable, AI-powered systems.
Systematic Intelligence Extraction
Through Proven Journeys
Delivered through systematic journeys that build on each other, transforming your expertise into scalable, AI-powered systems that compound your advantage.
- 90-minute intelligence extraction sessions
- Comprehensive pre-assessment with adaptive questioning
- 3-5 personalized AI prompts built from YOUR language
- Systematic SOPs in standardized format
- Continuous system updates and improvements
- Access to evolving AI prompts and templates
- Community of practice insights
- Regular intelligence profile updates
- Custom intelligence architecture design
- Extended intelligence mapping across domains
- Advanced automation and integration setup
- White-glove transformation experience
Choose Your Starting Point
Every successful journey begins with Mirror. Choose your starting point and transform your expertise into systematic advantage.
Mirror
90-minute intelligence extraction. Your foundation begins here.
- Comprehensive pre-assessment with adaptive questioning
- 90-minute deep intelligence extraction session
- 3-5 personalized AI prompts built from YOUR language
- Systematic SOPs in standardized format
- Complete session recording + transcript
- Intelligence profile + actionable insights
- Gateway to SweetSync membership
Map
Extended extraction across domains and stakeholders.
- Everything in Mirror, plus:
- Multiple deep-dive sessions with Elizabeth
- Extended intelligence mapping across key domains
- 20-30 comprehensive AI prompts
- Advanced systematic SOPs and workflows
- Custom intelligence architecture design
- Priority access and ongoing consultation
Machine
Comprehensive foundation building across your entire practice.
- Everything in Mirror + Map, plus:
- Complete operational architecture design
- Comprehensive AI system configuration
- Full systematic intelligence implementation
- Advanced automation and integration setup
- White-glove transformation experience
- Ongoing implementation support
Strategic Intelligence Expertise
Elizabeth Dykes, CIM®
20+ years across financial services, market research, and AI-powered practice management. Trusted by advisors to turn scattered brilliance into systems that scale. I've spent years digesting the best of design thinking, service design, behavioral science, and advisor practice management — and synthesized it into SweetSync.
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SweetDrop Newsletter
Monthly systematic thinking insights, no hype. Real value delivered to your inbox.
Clarity Call
Free 30-minute call to explore fit and answer your questions about which option works best.
Ready to Start?
Your foundation begins with Mirror. Every systematic advantage starts here.
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