Here's exactly what
working together looks like.
No surprises. No vague promises. A clear process from your first call to an ongoing partnership that keeps your practice ahead.
We Talk
Book a free 15-minute discovery call. I learn about your practice, your tech stack, and where AI fits. No pitch deck. Just a conversation.
What I'll ask about:
What tools does your team currently use?
Where does your team spend the most time on repetitive tasks?
What have you tried with AI so far?
What are your compliance concerns?
I Audit
I do a comprehensive review of your current AI setup, interview your team, identify gaps, and find the quick wins. You get a detailed AI Audit Report.
What the audit covers:
Current AI tools in use (and whether they're worth keeping)
Workflow analysis: where AI saves immediate time
Tech stack gaps and redundancies
Compliance review aligned with SEC/FINRA expectations
Team readiness assessment
3 specific quick wins identified
We Build
You receive a custom 90-day AI Roadmap built around your workflows, team size, and compliance requirements. We implement the first quick win together.
What the roadmap includes:
Prioritized implementation plan
Tool recommendations specific to your practice
Customized templates for your workflows
Team training schedule
Compliance guardrails built in
You Stay Ahead
Monthly check-ins, updated recommendations, on-demand support, and a monthly AI brief. The landscape changes monthly. I keep you current.
What ongoing support includes:
Monthly strategy calls to review progress
Updated recommendations as new tools launch
On-demand support between calls
Monthly AI brief: what changed, what matters
Quarterly business reviews
The Ongoing Relationship
What a typical month looks like.
This isn't a one-time audit. It's an ongoing partnership.
Strategy Call
30-60 minutes to review progress, address new pain points, demo new tools, and set the month's focus.
Monthly AI Brief
One-page summary of what changed in AI this month, filtered for what matters to financial advisors.
Updated Recommendations
Your AI Roadmap evolves as things change. New tools, new needs — I update the plan to match.
On-Demand Support
Call, email, or text me anytime. When a new AI tool launches, you get an answer from someone who knows your practice.
Concrete Outcomes
What you'll have after 90 days.
A complete picture of your practice's AI landscape — what's working, what's not, what's missing
3-5 AI workflows actively saving your team time every week
Your team trained and confident using AI tools (not just one person)
Custom templates built for your specific client communications
A compliance-reviewed process for AI-generated content
A clear roadmap for the next quarter with measurable goals
Vendor evaluation so you're paying for tools you actually use
A direct line to someone who understands both your practice and the technology
Long-Term Value
Your consulting evolves as AI evolves.
AI changes monthly. Your roadmap should too.
Foundation
AI audit, custom roadmap, first quick wins implemented. Templates customized for your practice. Your team starts using AI with confidence.
Optimization
AI embedded in daily workflows. Bespoke template library growing. Quarterly review documents ROI. I know your practice deeply.
Strategic Partnership
Full strategic AI advisor. Scope expands naturally — tech decisions, vendor evaluation, team training. You stay ahead without thinking about it.
Included
Plus: your AI Toolkit.
Every client gets full access to our AI Toolkit — 68 advisor-specific templates across meeting prep, follow-ups, client emails, prospecting, content creation, and more. Plus 20 document templates, 18 how-to guides, and 20 action plan scenarios.
68
Templates
8
Categories
58
Guides & Docs
Ready to get started?
It starts with a 15-minute conversation. No commitment. Just an honest discussion about whether this makes sense for your practice.
Or call: (619) 851-2215