About Tenita Abraham
Why I Built Legacy AI Advisors
After 25 years in financial services—as a licensed advisor with firms like Jefferson Pilot (now Lincoln Financial), UBS, and Aon, plus roles in back-office operations, trading, client service, and Fortune 500 benefits education—I understand the daily realities of advisory work.
I know what it's like to:
Prepare for client meetings at 11 PM after a full day of appointments
Navigate the compliance pressure of every client communication
Lose sleep over client retention numbers
Feel the weight of managing too many relationships with too few hours
Want to provide exceptional service while also having a life
I've been the advisor struggling with time management. I've been the back-office professional watching advisors drown in paperwork. I've been the trainer trying to help teams work smarter, not harder.
When I discovered AI's potential to transform how advisors work, I didn't just see technology—I saw freedom.
About Tenita Abraham
Why I Built Legacy AI Advisors
After 25 years in financial services—as a licensed advisor with firms like Jefferson Pilot (now Lincoln Financial), UBS, and Aon, plus roles in back-office operations, trading, client service, and Fortune 500 benefits education—I understand the daily realities of advisory work.
I know what it's like to:
Prepare for client meetings at 11 PM after a full day of appointments
Navigate the compliance pressure of every client communication
Lose sleep over client retention numbers
Feel the weight of managing too many relationships with too few hours
Want to provide exceptional service while also having a life
I've been the advisor struggling with time management. I've been the back-office professional watching advisors drown in paperwork. I've been the trainer trying to help teams work smarter, not harder.
When I discovered AI's potential to transform how advisors work, I didn't just see technology—I saw freedom.
Freedom to serve clients at a higher level
AI can handle the routine communications, research, and administrative tasks that consume your day, giving you more face-time with clients on the things that matter most.
Freedom to serve clients at a higher level
AI can handle the routine communications, research, and administrative tasks that consume your day, giving you more face-time with clients on the things that matter most.
Freedom to scale your practice without sacrificing the personal touch
Technology should amplify your expertise and relationships, not replace them. The right AI implementation lets you maintain your high-touch service while expanding your capacity.
Freedom to scale your practice without sacrificing the personal touch
Technology should amplify your expertise and relationships, not replace them. The right AI implementation lets you maintain your high-touch service while expanding your capacity.
Freedom to focus on what you do best: building relationships and providing trusted advice
You didn't become an advisor to spend hours on paperwork and data entry. AI returns you to your core value proposition.
Today, I bridge two worlds: deep financial services expertise and cutting-edge AI implementation. I help advisors and firms adopt AI solutions that actually work in our highly regulated, relationship-driven industry.
Freedom to focus on what you do best: building relationships and providing trusted advice
You didn't become an advisor to spend hours on paperwork and data entry. AI returns you to your core value proposition.
Today, I bridge two worlds: deep financial services expertise and cutting-edge AI implementation. I help advisors and firms adopt AI solutions that actually work in our highly regulated, relationship-driven industry.
My Promise
No generic tech consulting. No solutions that ignore compliance. No jargon that doesn't translate to your world. Just practical AI implementation from someone who's sat in your chair.
My Promise
No generic tech consulting. No solutions that ignore compliance. No jargon that doesn't translate to your world. Just practical AI implementation from someone who's sat in your chair.
Professional Background Highlights
Licensed Financial Advisor: Jefferson Pilot (now Lincoln Financial), UBS, Aon
Back-Office Operations: Trading, client service, portfolio administration
Education & Training: Fortune 500 benefits educator, team training specialist
Entrepreneurship: Built and managed independent advisory practice
Credentials: MBA, CRPC®, CPD Certified AI Consultant
Speaking: AI Insights Summit 2024, AI Health Summit, AI Innovision Instructor
THE DIFFERENCE EXPERIENCE MAKES
I've Been There
As a Licensed Advisor:
Managed client relationships from prospecting through ongoing service
Navigated compliance requirements at major firms
Built practice from scratch as an independent RIA
Felt the pressure of production quotas and service standards
Experienced the joy of helping clients achieve their goals
Understood the weight of fiduciary responsibility
In Back-Office Operations:
Processed trades and maintained portfolio records
Managed client service workflows and issue resolution
Supported advisors with administrative and compliance tasks
Trained team members on systems and procedures
Saw firsthand where inefficiencies cost time and money
In Education & Training:
Educated Fortune 500 employees on complex benefit programs
Developed training materials for diverse audiences
Presented to groups from 10 to 1,000+ people
Translated technical concepts into accessible language
Measured learning outcomes and program effectiveness
As an Entrepreneur:
Built and managed my own business
Made technology investment decisions with my own capital
Experienced the stress of client acquisition and retention
Balanced growth ambitions with operational capacity
Wore all the hats: advisor, marketer, compliance officer, operations manager
This Experience Informs Everything I Do
When I recommend an AI solution, I think about:
"Would this pass compliance review at UBS?"
"How would this integrate with the CRM systems I used?"
"Would my clients have felt comfortable with this?"
"Could I have implemented this while managing 100+ relationships?"
"Does this add value or just add complexity?"
This isn't theoretical knowledge. It's earned wisdom from 25+ years in the trenches.
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.
⭐⭐⭐⭐
"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.
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