How to Work With Legacy AI Advisors
Clear paths based on your needs, timeline, and budget. No confusion, no pressure, just options that work for wealth advisors and tax professionals.
Whether you want us to implement AI for you, prefer to learn and do it yourself, or need to start with a clear understanding of where AI fits in your practice—we have a path that makes sense for your situation.
OUR PRICING PHILOSOPHY
Some services have transparent pricing. Others require custom quotes. Here's why:
FIXED-PRICE SERVICES: Our assessment and training programs have standardized delivery. Whether you're a solo advisor or part of a 20 person team, the work is the same, so the pricing is transparent and final.
CUSTOM-PRICED SERVICES: Implementation and ongoing management services vary significantly based on your practice size, team structure, and specific needs. A solo advisor with 100 clients has very different requirements than a firm with 10 advisors managing 1,000 clients.
We provide custom proposals within 48 hours of our discovery call to ensure you're paying for exactly what you need, no more, no less.
Bottom line: If you see a price listed, it's final. If you see "custom pricing," schedule a call and we'll provide a detailed proposal tailored to your situation.
AI-POWERED CLIENT RETENTION
We design and manage your complete AI-powered client nurturing calendar—using artificial intelligence to create, personalize, and execute consistent, valuable touchpoints throughout the year without you lifting a finger.
Best For: Established advisors focused on deepening relationships, reducing churn, and increasing referrals.
AI TRAINING FOR CLIENT RETENTION
We teach you the complete client retention strategy and how to execute it using AI tools in an intensive 2-day bootcamp. Then you get 60 days of hands-on support as you implement.
Best for: Advisors who want to master AI for client nurturing and understand the strategy deeply, but want expert guidance to stay on track.
OPERATIONAL EFFICIENCY IMPLEMENTATION
Stop spending 40-50% of your time on non-revenue generating tasks. We automate your research, meeting prep, documentation, and admin using AI. Reclaim 10-15 hours weekly
Best for: Profitable advisors exhausted from admin work who want to scale without hiring
WHY FINANCIAL SERVICES NEEDS SPECIALIZED AI GUIDANCE
What Generic AI Consultants Miss
They Don't Understand:
FINRA, SEC, and DOL regulatory requirements
How AI changes compliance obligations
Why "move fast and break things" doesn't work in financial services
The relationship-based nature of advisory work
Data security and client confidentiality imperatives
Why explainability and auditability matter for AI decisions
How compensation structures affect technology adoption
The emotional weight of managing client assets
Suitability vs. fiduciary standards
The Result: AI solutions that sound great in theory but fail in practice. Recommendations that create compliance risks. AI implementations that don't integrate with financial services systems. Training that doesn't resonate with advisors.
What Legacy AI Advisors Provides
I understand because I've lived it:
Regulatory Reality: Every AI solution is designed with compliance at the forefront. I speak FINRA, SEC, and DOL—not just tech-speak.
Financial Services Expertise: 25+ years as a licensed advisor. I understand your workflows, your constraints, your client relationships, and your regulatory reality.
AI Expert for Advisory: Not a generic AI consultant. Specialized knowledge of how AI works specifically for financial advisors, tax professionals, and wealth managers.
Client Relationships: AI that enhances trust and strengthens client relationships, not replaces the human touch.
Risk Management: Conservative, thoughtful AI implementation appropriate for fiduciaries managing client assets.
Industry Language: I speak your language because I spent 25+ years in your chair—licensed advisor at major firms (UBS, Aon, Jefferson Pilot), managed teams, understood the regulatory landscape from the inside.
Realistic Expectations: Honest about what AI can and can't do in advisory work. No hype. Just practical, implementable, compliant solutions.
The Result: AI solutions that actually work. Implementation that gets adopted. ROI that's measurable. Compliance that's maintained. Advisors who feel confident, not confused—and excited about AI's potential.
PRICING SUMMARY
TRANSPARENT PRICING
AI Readiness Assessment: $2,500
Half-Day Workshop: $3,500-5,000
Full-Day Intensive: $5,500-8,000
Virtual Training Series: $4,500-6,500
CUSTOM PRICING
Client Retention (Advisors): Typical investment $4,500-6,500/month + setup fee
Operational Efficiency (Tax Pros/Advisors): Typical investment $10,000-15,000
Enterprise Advisory: Starting at $3,500/month
Custom pricing based on practice size, team structure, and scope. Schedule a call for your personalized proposal.
Quick Comparison Table
Ready to Get Started?
Not sure which option is right for you?
Let's start with a brief conversation to understand your specific situation, your AI goals, and recommend the best path forward—no pressure, no fluff.
Or if you're ready to solve your client retention challenge right now:
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