ENTERPRISE STRATEGIC ADVISORY
Ongoing AI Strategy & Guidance (Retainer)
Who Is It For?
Larger firms, broker dealers, RIAs, and financial institutions implementing AI across their organization who need ongoing strategic guidance.
The Challenge
You have teams of 10 - 100+ advisors or professionals. Some are tech-savvy, others resistant. You need help with strategy, implementation planning, change management, and ongoing optimization, not just one-time training.
Investment
Custom retainer structure based on:
● Firm size (number of professionals)
● Strategic priorities and goals
● Level of support needed
● Implementation scope
Typical investment: Retainers start at $3,500/month for smaller firms (10-25 professionals), with custom pricing for larger organizations.
Commitment: Minimum 6 months (most clients stay 12-18 months)
What's Included (10-15 hours monthly)
Strategic Planning:
Quarterly roadmap development
Tool evaluation and selection
Compliance and risk assessment
Change management strategy
ROI tracking and reporting
Ongoing Optimization:
Performance analysis
Use case expansion
Process refinement
Industry trend updates
New tool evaluation
Implementation Support:
Workflow design and documentation
Prompt library development
Template creation
Integration planning
Pilot program guidance
Team Support:
Monthly training sessions or office hours
Adoption monitoring and coaching
Best practice sharing
Troubleshooting and problem-solving
TYPICAL ENGAGEMENT TIMELINE:
Months 1-3: Foundation
● Audit current state
● Develop firm-wide strategy
● Pilot with early adopters
● Build core systems and templates
Months 4-6: Expansion
● Roll out to broader team
● Measure results and optimize
● Expand use cases
● Address resistance and barriers
Months 7-12: Optimization & Scale
● Firm-wide deployment
● Advanced applications
● Continuous improvement
● Independence planning
YOU GET:
✓ Expert guidance without hiring full-time AI staff
✓ Customized strategy for your specific firm
✓ Ongoing support through implementation
✓ Change management expertise
✓ Measurable ROI and adoption tracking
✓ Access to latest tools and best practices
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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