FAQs

Yes, when implemented properly. The key is understanding what's appropriate and what's not.

Never do this:

1. Input confidential client information (SSN, account numbers) into public AI tools

2. Use AI for specific investment recommendations without human review

3. Rely on AI for regulatory or legal advice

Safe to do:

1. Draft client communications (you review before sending)

2. Research tax strategies or financial concepts

3. Create educational content

4. Analyze documents with sanitized data

5. Prepare meeting agendas

They don't need to and frankly, most don't care about your tools. They care about outcomes:

- Are you responsive when they need you?

- Do you provide proactive, thoughtful advice?

- Do they feel valued and understood?

AI is like Excel, email, or financial planning software, it's a tool that helps you serve clients better. You're still the professional making decisions, building relationships, and providing expertise. AI just handles the time consuming administrative tasks.

You review everything before it goes to clients, just like you'd review work from a junior advisor or team member. AI is a tool that enhances your efficiency and quality; it doesn't replace your professional judgment.

Think of AI like spell-check: incredibly useful, but you still read your email before hitting send. Same principle applies to everything we implement.

If you can use email and Google, you can use AI. Most financial professionals become productive with AI after just 2-4 hours of training.

I specifically work with non-technical professionals. I explain things in plain English, not tech jargon.

And for done-for-you services, you don't need to understand the technical details at all, we handle implementation, you get the results.

No. And here's why:

Clients hire financial professionals for:

Trust - Built through human relationships

Empathy - Understanding their fears and goals

Judgment - Navigating complex situations with experience - Accountability - Someone they know is looking out for them.

These are fundamentally human qualities that AI cannot replicate.

What AI does: Handle repetitive tasks (email drafting, research, data processing) so you have more time for the relationship-building and strategic thinking that only humans can provide. The financial professionals who thrive will be those who use AI to become better at the human parts of their job, not those who try to compete with AI on tasks it does well.

It depends on whether you want to implement yourself or have us do it for you:

Done-For-You Services: $4,500-6,500/month or $10,000 - 15,000 for project-based work

ROI calculation: If AI saves you 10 hours per week, that's 40 hours monthly. At a billing rate of $150/hour, that's $6,000 in reclaimed time, meaning most services pay for themselves immediately.

Training Programs: $3,500 - 8,000 depending on format Assessment: $2,500 (credited toward services if you proceed) Many of the AI tools themselves cost just $20 - 50/month.

Depends on the path you choose:

Assessment: 1-2 weeks from consultation to roadmap delivery

Done-For-You Services: 30-60 days to full implementation, time savings start within 7-14 days

Training Programs: Immediate implementation, with 30-90 day support period

Project-Based Work: 8-12 weeks typically

Most professionals start seeing time savings within the first week, even during the implementation phase.

For monthly services:

1. Regular check-ins (bi-weekly or monthly depending on service level)

2. Unlimited email support

3. System optimization and updates

4. New prompt development as needs evolve

5. Troubleshooting and problem-solving

For project-based work:

1. 30-90 day optimization period included

2. Email support during optimization period

3. Optional ongoing support available after project completion

For training programs:

1. 30-90 day email support depending on program

2. Private alumni community access

3. Lifetime access to recordings and materials

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.

Start with Assessment if:

● You're exploring AI and want clarity first

● You need a business case to present to partners

● You want to see ROI projections before committing

Choose Done-For-You if:

● You're too busy to implement yourself

● You want results without learning curve

● You can invest $4,500-15,000

Choose Training if:

● You prefer hands-on control

● You have time to implement

● You want to build internal capability

Choose Enterprise if:

● You have 10+ team members

● You need ongoing strategic support

● You're implementing firm-wide

Still not sure? Schedule a free 30-minute call and we'll help you decide.

Yes, for projects over $10,000:

● 50/50 split (half upfront, half at completion)

● Monthly installments over 3-4 months

● Custom arrangements for enterprise clients

For done-for-you services, we have a 30 days guarantee. If you're not seeing value, we'll refund the first month (minus setup fee).

For training, we guarantee you'll learn actionable skills, if not, we'll refund your investment.

Yes! If you proceed with done-for-you or training services within 90 days, the full $2,500 assessment fee is credited toward your first invoice.

Yes, for virtual services. On-site training is US-based only.

● Assessment: Usually within 1-2 weeks

● Done-for-you: 2-4 weeks to kickoff

● Training: 4-8 weeks notice preferred

● Enterprise: 2-4 weeks for onboarding

We work with whatever tools fit your practice:

● AI: ChatGPT, Claude, Gemini, others

● CRM: Salesforce, Redtail, Wealthbox, etc.

● Email: Outlook, Gmail, Constant Contact, Mailchimp

● Automation: Zapier, Make, native integrations

We're tool-agnostic and recommend what works best for YOU.