ENTERPRISE SOLUTIONS FOR PLATFORMS & BROKER-DEALERS

White-Label AI-Powered Client Nurturing + Training for Your Advisor Community

The Gap You're Seeing

You're rolling out AI tools to your advisors. They have capability. What they often lack:

  • Strategic direction on HOW to use AI effectively

  • Time to actually execute consistently

  • Execution support when they get busy

  • Compliance confidence around AI use

Your advisors are ready for AI strategy + execution, not just tools.

What We Provide

Option 1: White-Label AI-Powered Done-For-You Service

  • We manage AI-powered client nurturing campaigns for advisors in your network

  • Advisors offer it as a premium service to their clients

  • You can white-label under your brand or ours

  • Volume pricing for advisors on your platform

  • Integration with your platform's technology stack

  • We handle all compliance review

  • Advisors get: Professional nurturing with zero execution burden

Option 2: Custom AI Training Program for Your Advisor Community

  • Customized AI training curriculum specific to your platform and advisors

  • Available as:

    • Live workshops at your annual conference

    • Quarterly AI webinar series for your community

    • Self-paced learning modules on your platform

    • AI certification program for advisors

    • Ongoing monthly AI coaching for top performers

  • We handle all curriculum development, delivery, and certification

Option 3: Hybrid Partnership

  • We train your advisors on AI + client retention strategy

  • We execute for advisors who don't have capacity

  • Your platform becomes the hub; we're the execution layer

  • Your advisors get: Strategic guidance + execution support + AI training

  • Result: Increases advisor success, increases advisor retention on your platform

Why This Matters

Your competitors are giving tools. You're offering AI-powered strategy + execution + training. That's a competitive moat. Your advisors become more successful using YOUR platform.

What Sets Us Apart

  • 25+ years in financial services (understand your advisors' reality)

  • Deep compliance expertise (FINRA, SEC, DOL)

  • AI expert specifically for financial advisory (not generic tech consultant)

  • Proven track record with independent advisors

  • Platform integration expertise

Investment & Terms

Custom based on scope, volume, and partnership structure. Let's talk about what makes sense for your organization.

Ready to Get Started?

Growth becomes easier when you have clarity, strategy, and the right tools.

Let’s build your next level — with purpose and intention.

Contact:

980.944.4489

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