FAQs

Absolutely. The best AI tools for advisors are designed to be as simple as having a conversation. If you can send an email or search Google, you can use these tools. Plus, training is included in all my programs to ensure you feel confident.

Yes, with proper guardrails. I help you implement AI within your regulatory framework, with clear policies about what's appropriate and what's not. Many major firms are already using AI—they're just doing it thoughtfully.

Most advisors see time savings within the first week of implementation. Measurable business impact (more clients, better retention, revenue growth) typically appears within 60-90 days. The exact timeline depends on which solutions you implement and how quickly you adopt them.

Not necessarily. Many powerful AI tools have free or low-cost tiers that are perfect for individual advisors. I help you choose solutions that fit your budget and needs. Enterprise implementations may require more investment, but we always focus on ROI.

No. AI replaces tasks, not relationships. Clients hire advisors for trust, judgment, empathy, and personalized guidance—things AI cannot provide. AI simply handles the time-consuming tasks that keep you from spending time on what matters most: your clients.

All programs include a satisfaction guarantee. If the AI Readiness Assessment doesn't provide value, I'll refund your investment. For implementation programs, we work in phases so you can evaluate results before proceeding further.

I allocate 10+ hours weekly to testing new tools, monitoring industry developments, and connecting with AI researchers and practitioners. Clients benefit from this ongoing research without having to do it themselves.

Absolutely. I'm happy to collaborate with your compliance team to ensure all solutions meet your firm's standards. In fact, bringing compliance in early usually leads to faster approval and implementation.

Yes. All implementation programs include 30-90 days of post-launch support. After that, clients can continue with hourly support, retainer arrangements, or periodic check-ins depending on needs.

Independent RIAs with 50-200 clients, tax professionals with 100-500 client relationships, and small to mid-sized financial institutions (10-100 advisors). But I work with practices of all sizes—from solo advisors to enterprise organizations.