Most financial advisors are using Claude like a chatbot. This guide shows you how to use it like a coworker. Covering setup and configuration, task design, efficiency, and automation — each practice builds on the last. Learn how to set Global Instructions as a permanent operating system, build context files that eliminate generic AI output, batch client work into single sessions, use subagents for parallel research, and schedule recurring tasks so drafts appear in your folder automatically. 10 actionable practices, ready to implement today.