Every question principals ask us, in plain English.

We install AI inside your firm and teach your team how to use it. Three days on-site. The workflows we install — tuned to your voice and wired into your existing stack. Ninety days tuning it with you. You own everything.

Advisory firms still running manual processes — meeting prep, follow-ups, content, prospecting — who know AI can help but haven't had someone actually build it inside their practice yet.

An agency bills you forever. We install infrastructure you own — software, prompts, knowledge base — and hand you the keys. One engagement, then it's yours.

No. ChatGPT is a tool with no memory of your practice. We build role-specific AI systems wired into your firm's knowledge base — and teach your whole team how to use them on-site.

No. The three days are the install. Remote doesn't stick because the principal never sits in the room long enough to shape the voice and the rules. Travel and lodging are included.

About 90 minutes a day with the principal, 30 with the ops lead, and a 60-minute all-hands training on Day 3. Everyone else keeps working — we're the ones building.

A CRM export, sample emails in the principal's voice, your current marketing assets, your top 25 households, and a quiet conference room. Pre-flight setup happens the week before.

They haven't. But if we need a fourth day, that's on us. By Day 3 afternoon you have a working install.

Loop them in on the pre-flight call. Every output is cited, every piece of outbound content runs through the Compliance Reviewer with a saved trail. Most CCOs go from skeptical to enthusiastic in one call.

You (or your existing CCO / compliance vendor). The Compliance Reviewer is a drafting and pre-screen tool, not a registered CCO. Every flagged item routes to your human reviewer before it ships.

Every output is timestamped, attributed, and retained in your shared folder. On exam day, any AI-touched content is retrievable in under 60 seconds with the prompt, model version, reviewer, and approval status attached.

Claude Team has an enterprise DPA, SOC 2 Type II, and zero training on your data. The shared folder lives on your firm's existing cloud sync — a tenant you already control.

Yes — and we won't build them. No portfolio recommendations without a human. No replies to regulators. No trading. Everything outbound runs under your rules, in your voice, with a review trail.

Only if you want it. Steward is optional — $800/mo — and covers prompt updates, visibility monitoring, and a direct line when something breaks. Cancel anytime. You own the system either way.

Everything is provisioned in your firm's name from Day 1. If you walk away, you keep it all. We don't hold data, prompts, or your knowledge base hostage.

Your team's time during the on-site and any third-party software you already use. We bring Claude Team and provision it in your firm's name — that's included.

No. We're not a lead-gen vendor. We guarantee the install, the visibility scoreboard, and the Prospect Agent that puts scored prospects on your desk every Monday. The closes are yours.

When someone asks ChatGPT or Perplexity "who's the best advisor in [your city] for [your niche]," the AI answers with a name. We measure where you stand and ship content to move that number.

No, it makes them faster. They get a Content Drafter in your voice and a Compliance Reviewer that catches problems before they ship.

Best model for nuanced financial writing, most conservative data posture of the major labs. The shared folder sits on your existing cloud sync — no extra SaaS, no vendor lock-in.

Yes. Native integration for Salesforce, daily extracts for Wealthbox and Redtail, paste-and-ask for everything else on Day 1. Most firms graduate up during Lights-On.

Keep them. Most are point tools (Jump, Otter, Zocks, etc.). They keep doing what they do — the knowledge base reads from them.