THE LEGACY AI ADVISORS FRAMEWORK
Phase 1: ASSESS (Where Are You Now?)
Week 1-2: Discovery & Analysis
Comprehensive workflow documentation
Pain point identification
Technology stack review
Compliance requirement mapping
Team capability assessment
Client service gap analysis
Deliverables:
Current state assessment report
Prioritized opportunity matrix
ROI projections for top initiatives
Risk assessment and mitigation strategies
Phase 1: ASSESS (Where Are You Now?)
Week 1-2: Discovery & Analysis
Comprehensive workflow documentation
Pain point identification
Technology stack review
Compliance requirement mapping
Team capability assessment
Client service gap analysis
Deliverables:
Current state assessment report
Prioritized opportunity matrix
ROI projections for top initiatives
Risk assessment and mitigation strategies
Phase 2: IMPLEMENT (Building Your AI Systems)
Week 3-6: Solution Design & Deployment
Custom AI tool selection for your specific needs
Integration with existing systems (CRM, portfolio management, etc.)
Workflow redesign and optimization
Compliance guardrails and documentation
Team training and onboarding
Testing and refinement
Deliverables:
Configured AI tools ready for production use
Standard operating procedures documentation
Training materials and resources
Compliance checklists and approval forms
Phase 2: IMPLEMENT (Building Your AI Systems)
Week 3-6: Solution Design & Deployment
Custom AI tool selection for your specific needs
Integration with existing systems (CRM, portfolio management, etc.)
Workflow redesign and optimization
Compliance guardrails and documentation
Team training and onboarding
Testing and refinement
Deliverables:
Configured AI tools ready for production use
Standard operating procedures documentation
Training materials and resources
Compliance checklists and approval forms
Phase 3: OPTIMIZE (Continuous Improvement)
Week 7-12: Refinement & Scaling
Usage monitoring and analytics
Workflow adjustments based on real-world results
Additional automation opportunities
Team feedback integration
Performance measurement against goals
Scaling successful implementations
Deliverables:
ROI reporting and metrics dashboard
Optimization recommendations
Scaling roadmap for next 6-12 months
Ongoing support plan
Phase 3: OPTIMIZE (Continuous Improvement)
Week 7-12: Refinement & Scaling
Usage monitoring and analytics
Workflow adjustments based on real-world results
Additional automation opportunities
Team feedback integration
Performance measurement against goals
Scaling successful implementations
Deliverables:
ROI reporting and metrics dashboard
Optimization recommendations
Scaling roadmap for next 6-12 months
Ongoing support plan
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.
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.
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