AI Solutions for Financial Professionals—
From Someone Who's Been in Your Shoes
We help wealth advisors, tax professionals, and financial institutions implement AI strategies that save 10 - 15 hours per week and enhance client service - without compromising compliance or the personal relationships that drive your business.
25+ Years as Financial Advisor | UBS • Aon • Bank of America • LPL | Series 7 & 66
MBA, CRPC® | CPD Certified AI Consultant
AI Solutions for Financial Professionals—From Someone Who's Been in Your Shoes
I help wealth advisors, tax professionals, and financial institutions implement practical AI strategies that enhance client service and operational efficiency—with deep understanding of your compliance requirements and fiduciary obligations.
You Didn't Become a Financial Professional to Spend Your Life on Paperwork
But that's exactly where most of your time goes.
Drowning in Communication 📧
Client emails taking 5 -10 minutes each
Meeting prep consuming 2+ hours per client
Follow-up falling through the cracks
Marketing you never have time for
Compliance documentation eating your evenings
Maxed Out on Capacity⏰
60-hour weeks feeling normal
Turning away good prospects
No capacity for growth
Hiring feels risky and expensive
Personal life suffering
Compliance & Quality Pressure
Every communication scrutinized
Fear of missing something important
Staying current on regulations
Technology decisions feel overwhelming
Worried about falling behind competitors
Meanwhile, AI-equipped advisors are serving 30% more clients in the same hours, and you're wondering if you're falling behind.
AI Can Give You Back 10-15 Hours Per Week
If Implemented the Right Way for Financial Services
Most AI Consultants Don't Understand Financial Services
❌ They've never prepared for a client review
❌ They don't know FINRA from the FDA
❌ They've never dealt with compliance approval
❌ They don't understand fiduciary obligations
❌ They think "move fast and break things" applies to regulated industries
❌ They've never managed client relationships where trust is everything
Their advice sounds great in theory. It fails when you try to implement in your actual practice.
I Speak Your Language Because I've Lived Your Life
✅ 25+ years in the financial services industry (Series 7 & 66)
✅ Worked at major firms: UBS, Aon, Bank of America, LPL
✅ Both front office (advisor) and back office (operations) experience
✅ Discovered AI in 2023 and tested everything for pratical application
✅ Know what compliance actually requires, not what tech people think it requires
✅ Understand the relationship-driven nature of financial services
I implement AI solutions that work WITH your compliance requirements and enhance (not replace) client relationship.
The difference between me and other AI consultants? I know what it's like to prepare for client meetings at 11 PM. And I've felt the pressure of production quotas. I've dealt with compliance reviews. I'm not guessing what financial professionals need, I've lived it.
Then I discovered AI could change everything about how we work.
Who We Work With
Wealth Advisors & RIAs
Managing 50-200+ client relationships
Limited support staff
Want to scale without sacrificing service quality
Tax Professionals & CPAs
Drowning during tax season
Research taking too long
Want to offer more advisory services
Financial Institutions & Enterprises
Teams of 10-100+ advisors
Need training and implementation support
Broker-Dealers & Insurance Agencies
Network of independent/affiliated advisors
Want competitive advantage through technology from someone with financial services experience
Simple, Strategic, Compliant
The Legacy AI Advisors Framework
PATH 1
AI Readiness Assessment | $2,500
Not sure where AI can help YOUR practice specifically? Start here.
What's Included:
90-minute deep dive consultation
Analysis of your current workflows and bottlenecks
Custom 20-30 page AI Readiness Report
Prioritized 90-day implementation roadmap
ROI projections specific to your practice
30-day follow-up call to answer questions
Best For: Financial professionals exploring AI who want a clear plan before committing to implementation
Timeline: 1-2 weeks from consultation to delivery
PATH 2
Option A
AI-Powered Client Retention (Wealth Advisors)
We implement, you benefit. No learning curve required.
Investment: $4,500-$6,500/month + $3,000 setup
What We Do: Build automated client nurturing, content creation, touchpoint systems.
You Get: Improved retention, consistent communication, 10-15 hours back per week
Minimum: 3-month commitment
Option B
Operational Efficiency Implementation ((Tax Pros, Advisors, Agents)
Investment: $10,000 -15,000 (project-based)
What We Do: Audit workflows, eliminate bottlenecks, implement AI automation throughout practice
You Get: Handle 2x capacity, expand services, reclaim time
Timeline: 8-12 weeks
Option C
Lead Nurturing & Pipeline Automation (Insurance Agents)
Investment: $4,500-6,500/month + $3,000 setup
What We Do: Build automated lead qualification, follow-up, and conversion systems
You Get: Never miss a lead, convert more prospects, automated pipeline
Minimum: 3 month commitment
PATH 3
Option A
TRAINING & SUPPORT
We teach you how, you implement with our guidance.
Custom Team Training
Half-Day Workshop: $3,500 - 5,000 (4 hours)
Full-Day Intensive: $5,500 - 8,000 (8 hours)
Virtual Series: $4,500 - 6,500 (3 sessions x 2 hours)
What Is Included: Live training, workbooks, prompts, templates, CE credit support, 30-90 day follow-up
Best For: Firms wanting to train entire teams or solo practitioners who prefer hands-on learning
Option B
Enterprise Strategic Advisory
Investment: $3,500 - 5,000/month
What You Get: 10-15 hours monthly strategic support, quarterly planning, implementation guidance
Best For: Larger firms implementing AI across organization
Most advisors start seeing time savings within the first week. Measurable business impact (more clients, better retention, revenue growth) typically appears within 60-90 days.
What AI Can Do for Your Practice Right Now
Save 5-8 hours/week, respond same-day instead of 48 hours later
Cut prep time from 2 hours to 20 minutes per client
Generate newsletters, social posts, and blog articles in minutes
Get answers in minutes instead of hours of searching
Extract key information automatically from tax returns, statements, and applications
Automate paperwork, welcome sequences, information gathering
Flag clients who need attention before they leave
Generate talking points, identify opportunities, and prepare materials
Draft policies, track requirements, document decisions, Score leads automatically, prioritize follow-up, and personalize outreach
Bringing Financial Empowerment and AI Literacy to Everyone
From community workshops to corporate training, Tenita is on a mission to make innovation accessible, inclusive, and practical. Her approach connects technology to real-world outcomes — helping you not just keep up with change, but lead it.
TESTIMONIALS
What others are saying
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"Loved everything "
I am a part of the stock group Tenita belongs, and she always brings a fresh new perspective to things. Today was no different, with using AI to help invest in the stock market.
⭐⭐⭐⭐
"Life-Changing Info"
This is very relevant, and the speaker made it easy to see how it can make my life and that of others easier. I could see how I can move quickly and free myself to also give attention to other things I need to do.
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"Highly recommend Tenita"
The session was so helpful because we don't always know what questions. Plus, you see how much money you can make in a year and the best places to get the information.
She is smart, worth knowing
Very helpful. Continue on your mission. We need it.
Thank you for a great presentation and I look forward to your upcoming projects and book.
This speaker is amazing with using AI and investing.
Ready to Reclaim 10 - 15 Hours Per Week?
Let’s create a strategy that blends innovation with intention — so your growth aligns with your goals.
Ready to Future-Proof Your Life and Business?
Let’s create a strategy that blends innovation with intention — so your growth aligns with your goals.
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