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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