The Cortex Workshop — Atlantic Beach

There's no sign-up button. There's a workshop.

Right now, the workshop is the only way to get Cortex.

That stays true for the next 9–12 months.

Given how fast AI is moving in wealth management, that window decides who's in the next era — and who spent it watching.

What Cortex is

The first system built to get you cited by AI — not just rank you on Google.

Search is being replaced. Your prospects are asking ChatGPT, Claude, and Perplexity for advisor recommendations — and getting answers without ever clicking a website. If those answers don't include you, you're invisible. Not "low-ranked." Invisible.

Cortex is the platform that fixes this. It does four things no other system does together:

1. AI Citation Audit

Tells you exactly which queries cite your competitors but not you — across ChatGPT, Claude, Perplexity, and Google AI. Not guesswork. The actual gap.

2. Voice + Compliance Memory

Trained on your voice — your phrases, your tone. SEC and FINRA awareness baked into the generation layer, not bolted on after.

3. 12-Stage Content Engine

Research, synthesis, writing, fact-check, peer review, asset generation — all running as a pipeline. Article-grade output in 5–15 minutes, structured to be cited.

4. Closed-Loop Measurement

Tracks whether AI systems actually start citing you at 7, 14, 30, 90 days. The system learns what works for your practice and tunes the next piece accordingly.

Why it doesn't exist anywhere else

Generative-AI writing tools are everywhere. Compliance-aware writing tools exist. AI-citation tracking exists in pieces.

Nothing combines voice training, compliance-aware generation, multi-LLM citation measurement, and a learning loop trained on financial-services data — in one system, configured for you. Building it from scratch takes a year and a dataset that doesn't exist publicly.

That's why the workshop is the only door right now. The platform configures best when we set it up with you, against your specific practice. After this cohort is established, we may open other paths. We're not committing to that timeline yet.

You walk out with a working machine, not a bunch of "Someday" notes.

Deliverable 1

A content engine in your voice

Blogs, newsletters, video scripts, ads, social posts, image generation, email sequences. Voice-trained on you. Compliance-aware at the generation layer. Running on your systems for roughly fifty cents a day after you build it.

Deliverable 2

A promotional engine that ships

The infrastructure that takes what your content engine produces and gets it in front of the people you want in front of. Paid, organic, automation, sequencing, attribution. Content without distribution is a journal — this is the second engine.

Deliverable 3

A Knowledge Vault — your AI brain

A single source every AI tool you use can access. Your credentials, your clients, your process, your opinions, your voice. You explain yourself once. Every AI remembers.

Deliverable 4

Your first campaign — shipped live

Day 2 afternoon: launch a real campaign on your new engine, peer-reviewed in the room before you fly home. You don't leave with intentions. You leave with traction.

Why most workshops are theatre.

Slides. Frameworks. A folder you won't open. A promise to "go home and implement."

You've been to that workshop. We all have. Nobody implements.

This one works the opposite way.

You bring a problem in the intake form. We build the solution with you in the room. You leave with the asset running on your systems before you board the flight home.

No folder. No action items. A working engine.

Who's running this.

Mark — Founder, Castor Abbott

Builder of marketing systems for financial advisors

I build marketing systems for financial advisors. The advisors who run my systems produce numbers the rest of the industry doesn't believe until they see them.

$23M

Avg. new assets per Castor Abbott client annually

$5M

Industry average new assets per advisor

$2.36M

Avg. investable assets per appointment

A year ago, a YouTuber with a big audience in this space asked me to come on and talk about AI in wealth management. I passed. The honest answer was I didn't have anything meaningful to share yet — it was too early to know where things were actually shifting, and I wasn't going to make something up for free exposure.

What I've spent the year doing instead: millions of database records, content generation engines, agentic automation, infrastructure most of my team is still trying to keep up with. I have something now.

For the next 9–12 months, the workshop is the only way to get access to Cortex. There's no sign-up button. There's a workshop. Ten seats. Configured directly with me — in the room, in your voice, on your stack. Not a course. Not a coaching call. A working platform, yours to use.

Five days after the workshop, an advisor replaced a $25K/year vendor.

One week before the workshop, an advisor at an independent RIA was editing pages on his firm's website one at a time.

Five days after, he shipped a custom web application that replaced a vendor his firm had been paying $20–30,000 a year for.

He's not a developer. He didn't hire one. He built it himself.

The shift wasn't technical. It was a ceiling shift — he realized the size of the problems he was allowed to point this at was bigger than he thought.

"You can get done 10 times the amount of work and stuff is working on your behalf. A lot of people have an identity crisis with AI — that it's going to replace them. It's actually just going to transform the way you work."
— Workshop attendee, independent RIA

Before

Editing web pages one at a time

After

Shipped custom app in 5 days

Replaced $20–30K/yr vendor

Timeline

5 days post-workshop

We rebuilt her website in 15 minutes. A marketing firm would have quoted $15–25K and six months.

Debbie came to the first workshop because, in her words, "marketing has been one of the biggest struggles we've had."

During the afternoon coffee break, we rebuilt her site. Not a template swap — a new site, built for her market, with an interactive assessment, financial calculators, and credentials her firm had earned but had never put on the homepage.

Cost to a marketing firm: $15–25K and a six-month timeline. Time at the workshop: 15 minutes.

"Having a place to dump all of my knowledge, experience, conversations, thoughts, and ideas and have it come together in one place — that's going to be life-changing for the business."
— Debbie, workshop attendee

New hero section with credentials and stats — Rebuilt hero — credentials row (firm details redacted)

4-question interactive assessment — Built-in-room: 4-question intent assessment

Five financial calculators — Retirement Income, Estate Tax, Roth, Social Security, Gap

Most clients don't know what their advisor does. That's how money walks.

Most advisors do dozens of things for dozens of clients. Tax planning, Roth conversions, beneficiary reviews, college funding, estate triage, insurance audits. Most of it stays invisible.

So when a client needs help with something, they assume their advisor doesn't do that work. They shop. The money walks.

One of the SLC attendees built a quarterly client touchpoint that fixes this — beautiful, on-brand, customized per client. Built it in minutes with the skills he learned at the workshop. He'll use it quarterly for the next ten years to surface every dollar of value he creates.

A note from Mark

He asked to stay anonymous. I'm not sharing the artifact on this page.

If you want to see what it looks like, build your own version with me at the workshop. That one outcome alone covers the ticket.

The room. Dune House Hotel & Spa.

Atlantic Beach is the quieter, more refined cousin of Jax Beach — where you'd live if you grew up here and never wanted to leave. Dune House is the new boutique resort right on the sand. We run the workshop here because the work gets better when the setting does. You're never more than 30 seconds from the ocean.

This is not a conference room at an airport Marriott.

Two days. Two engines. One working system when you leave.

1

Day 1 — The Content Engine

Tuesday, June 9

Morning: Orient. Map your practice. Build your Knowledge Vault — the source every AI you use can access.

Afternoon: Build your content engine end-to-end. Voice training, multi-format generation, compliance at the generation layer, publishing hooks.

Evening: Group dinner. Debrief the ships.

2

Day 2 — The Promotional Engine

Wednesday, June 10

Morning: Build your distribution layer. Paid, organic, automation, sequencing, attribution. The infrastructure that makes the content engine count.

Afternoon: Ship your first campaign live. Peer review. Fix the leaks. Walk out running.

Evening: You're on your own for dinner — Atlantic Beach is loaded with great restaurants. Explore.

Honest filter.

We turn down more applications than we accept. If we read yours and don't think you'll get $6K of value out of these two days, we'll tell you. The wrong room ruins the room — for you and for everyone else.

This is for you if

✓Your marketing has been the bottleneck for too long and you're ready to kill it this quarter
✓You want to own your engine, not rent one from a vendor who'll own your voice
✓You learn by building — not by watching slides and taking notes
✓You're willing to ship something live with nine other operators watching

Don't apply if

✕You want a certification, a framework PDF, or a recording to watch later
✕You want someone else to build the engine for you and hand it over
✕You're looking for a recruiting play — this isn't one
✕You're not ready to have something live by Wednesday evening

Investment.

$6,000

per seat · 10 seats total

Included

•Workshop seat at Dune House Hotel & Spa
•All meals (except dinner on the second night)
•6 months of Cortex Growth tier — the only way to access the platform during the 9–12 month early window
•Unlimited platform usage during the 2-day workshop — no credit limits while you build
•150 credits/month over the 6-month period (≈10 videos/mo plus images and audio)
•The peer cohort — nine other advisors who ship

Not included

•Lodging at Dune House (book your own room)
•Flights to Jacksonville (JAX)
•Dinner on the second night — explore Atlantic Beach

The math

2-day workshop standalone$6,000

6 months of Cortex Growth ($597 × 6)$3,582

900 credits over the 6 months$450

Unlimited workshop usage$500+

Total bundled value$10,500+

Workshop price$6,000

After the 6 months: workshop-graduate rate of $447/mo for 12 months, then standard pricing. You keep your configured account, your Knowledge Vault, your voice clone, and everything you built.

"This is probably one of the most important things you've done in your career."
— 23-year industry veteran, independent RIA

The Guarantee

With what we build together — if you don't think it'll produce at least one more client per year, you don't pay.

Tell Mark at the end of Day 2 it was a waste of time.

No questions asked. No forms. No follow-up.

Your tuition gets refunded.

That's the deal.

Talk to Mark.

Ten seats. The only door to Cortex for the next 12 months. Thirty minutes on the phone — no pitch deck. We figure out together whether the workshop is the right fit for what you're trying to build, and if it isn't, Mark tells you what would be.

Book a 30-min call with Mark

Step 1

Pick a 30-min slot.

Whatever works on your calendar. No qualification call before the call.

Step 2

We talk. Honestly.

If it's a fit, you get the seat and the pre-work packet. If it's not, Mark tells you that too.

Step 3

June 9 — you arrive at Dune House.

Two days. Two engines. One working machine when you fly home.

Quick answers.

Is this recorded? +

No. The work happens in the room. If you can't be there for both days, this isn't the right workshop.

What about my compliance team? Will this work at a B/D, wirehouse, or RIA? +

Honest answer: it depends on your firm's policies, and we should talk about your specific situation on the call. The workshop teaches you to use AI tools to generate content in your voice — what gets actually published always runs through your compliance process. RIAs and hybrid practices typically have the most flexibility. Wirehouse and B/D advisors can still build the underlying systems (Knowledge Vault, voice training, internal-use content, client-touchpoint artifacts), but anything externally published requires your firm's approval workflow. We'll walk through what's realistic for your firm structure on the call so you know what you're committing to before you commit.

Can I just buy Cortex without attending the workshop? +

Not right now. For the next 9–12 months, the workshop is the only way to get Cortex. That's a deliberate choice — the platform configures best when we set it up together with you, in your voice, against your specific practice. After the early cohort is established, we may open other onboarding paths. We're not committing to that timeline yet. If you want access during the early window, the workshop is the only door.

What happens after the 6 months of included Cortex access? +

Workshop graduates lock in a $447/month rate for the 12 months immediately following the bundle period — meaningfully below standard Growth pricing ($597/month). You keep your configured account, your Knowledge Vault, your voice clone, and everything you built. After that 12-month workshop-grad period, standard pricing applies.

Can I send a team member instead of attending myself? +

Yes, with approval. One seat equals one attendee. If you want to apply for multiple seats for the same practice, list the attendees in the application.

What if I'm not technical? +

No code required. If you can use email, you can do this. Past attendees haven't been developers — they didn't write a line of code at the workshop, they built systems.

Is lodging at Dune House included? +

No. You book your own room at Dune House or nearby. We'll send a recommended block and the JAX airport logistics in the acceptance email.

Is there a guarantee? +

Yes. If at the end of Day 2 you don't believe what you built will produce at least one more client per year, tell Mark. No questions asked. No forms. No follow-up. Your tuition gets refunded on the spot.

What happens if I'm not the right fit? +

We're running this again in October 2026. If the timing or fit isn't right for this round, you'll go to the top of the list for the next one.