I help wealth-management owner-operators serve more clients without losing the personal touch — using AI to take the busywork off your plate so you can do the human work only you can do. Your client data stays protected and compliant the whole way.
Start a conversation → No pitch. Just an honest look at where your hours are going — and how to get them back.Why you started
You got into this to help people — not to push paper.
And the research backs it: the #1 reason advisors enter the profession is the desire to help and serve others — ahead of income (Kitces). This work was always about people. The admin is what crept in.
The problem you feel every week
You didn't build your practice to spend your evenings on meeting notes, CRM updates, and follow-up emails. But that's where the hours go — and it's not just you. Across the industry, advisors spend the majority of their time on behind-the-scenes work, leaving only a sliver for the relationship and planning work where you actually add the most value.
“Advisers spend nearly 70% of their time on behind-the-scenes work, leaving just 30% for where they add the most value — building client relationships. Artificial intelligence, especially agentic execution, has the potential to flip that equation.”
— Deloitte, 2026And it isn't one report saying so — the most trusted names in the profession agree:
Reducing the busywork is the entry point. The real prize is capacity — the freedom to be fully present with clients, take on the right new families, and grow without hiring or working longer. That's the equation we set out to flip, together.
Specific problems, specific solutions
AI is now good enough to solve very specific problems for very specific people. So I don't sell “AI in the abstract.” I put a named assistant on the exact tasks that eat your week — each one end-to-end, compliance-aware, and always review-and-approve, so you stay in control.
The three pains, solved end-to-endThe client review ends and the second job begins — notes, CRM, follow-up email — usually after hours.
The moment the meeting ends, an assistant turns the recording into clean meeting notes, updates the CRM, and drafts the personalized follow-up with action items — ready for you to approve in minutes.Every interaction needs a clean record and an audit trail — and it's on you to produce it.
An assistant auto-generates the compliance-ready summary and audit trail for each interaction in your firm's format, and flags what needs your attention.Marketing and prospect follow-up slip the moment client work gets busy — which is always.
An assistant drafts a steady drip of on-brand, compliance-aware content and prospect follow-ups — built from your own expertise, not a template.The hours you've been giving up to admin come back to you.
The end-to-end post-meeting workflow gives back 5 to 10 hours a week — time you decide how to spend.Show up fully present, and never let a follow-up slip again.
An assistant preps a personalized brief before each meeting — life events, portfolio changes, last commitments — and enables same-day responsiveness.Serve more of the right clients at the same quality — without hiring.
With admin cleared and outreach consistent, you can take on more clients without diluting the service that got you here.What it looks like
When the admin runs itself, the hours don't vanish — they move to where you add the most value: in front of the people who count on you.
How I help — AI Strategy Advising
Let me be honest about what this is, because that's more useful than a buzzword. This isn't corporate boardroom strategy — I'm not a corporate strategist, and a solo advisor doesn't need one. What you need is strategy-to-execution: clear decisions about AI and your practice, and then the harder part — actually changing how you work. Deciding is easy to buy anywhere. Making the change stick is my sweet spot: 20+ years in IT and organizational change, Prosci and ADKAR (leading change-management frameworks for helping people actually adopt something new), and executive coaching. Plenty of people can hand you a strategy deck. Very few can help you decide and change how you work — and none of them run their own practice on the agents they'd build with you.
In about a month, you build your own AI assistant for your practice — hands-on, with me coaching you the whole way. We don't start with vague “AI services.” We solve the compliance fear first, then ship the workflows that give you the most time back: meeting prep, notes, follow-ups, and client comms.
Start here — the Practice AI Audit. A focused look at your practice to find where AI buys back the most time, and you walk away with a prioritized Leverage-Point Map. $1,500, and it credits toward the Sprint if you continue. See the full path →
Why trust me with your practice
No borrowed slides, no theory — here's the credibility behind the work:
I help shape how agentic AI gets built and adopted, on Infosys Consulting's Workforce Transformation AI Steering Committee.
I run my own practice on an agentic chief of staff and 15 sub-agents I built. I can teach it because I live it.
A Vanderbilt PhD and an ICF Professional Certified Coach — the gold standard in the coaching field.
A quarter-century helping real people change how they work — the part that makes AI actually stick.
Hogan Assessment · Certified
Your clients don't trust who you are.
They trust who they see.
Hogan reveals the gap between the two — before it quietly costs you a referral, a relationship, or a client.
A guarantee I can actually stand behind
You'll finish with a working AI assistant handling at least 3 real workflows in your practice — meeting prep, notes, follow-ups, or client communications — or you don't pay.
I'm not guaranteeing your revenue, or exactly how many hours you'll save — those depend on how you redeploy the time. I'm guaranteeing the thing that's squarely in my control: real, working AI workflows running in your practice. If you don't finish with them, you don't pay.
I guarantee the deliverable because it's in my control. What the freed-up time becomes — more clients served, your evenings back, a growing practice — is the possibility, not the promise.
What becomes possible
Reclaiming time is the entry point. What advisors value most is what the time makes possible: more people served, deeper relationships, and a practice that grows through freed capacity rather than harder hustle. The research below is the industry's — shown as honest possibility, never as a guarantee.
“AI is used to enhance client experience and advisor workflow, effectively doubling advisor capacity without diluting service.” — Oliver Wyman, 10 Wealth Management Trends for 2026
“About half saw improvements in decision-making and customer experience. And 4 in 5 saw increases in efficiency, with most reporting tangible time savings.” — Fidelity Wealth Management Pulse Survey, 2025
“Advisors tell us they're saving 5 to 10 hours a week. Some say it's the single biggest change they've made to their practice in a decade.” — Jump
“Gen AI could be a once-in-a-generation opportunity for wealth managers to increase the productivity of their advisors.” — McKinsey, The looming advisor shortage in US wealth management
These are the industry's proven benchmarks, shown as what becomes possible — advisors who reclaim this time often go on to serve more clients, deepen relationships, and reach families who couldn't previously afford advice. The time saved is what I promise. The capacity and growth are the vision.
You'll see it working
This isn't a static PDF. It's a private, secure dashboard — yours to return to — that makes your reclaimed time and capacity visible, week over week. We set a few goals in your own words, then track them so progress is felt, not just claimed. It's also where the guarantee proves itself on screen: the moment your third workflow goes live, the guarantee tile turns Met.
Illustrative preview. Your dashboard plots your real numbers as the live series; the industry benchmarks appear only as quiet reference markers, never as promises.
Why this work
“I help advisors reach and protect more people by taking the busywork off their plate.”
For me, this isn't a market segment — it's the closing of a circle. My financial advisor, Mark, believed in my financial capability before I believed in it myself — at a crossroads in my personal life when a lot was changing at once. What he gave me wasn't just a portfolio strategy; it was a reframe — that this is about financial health, not just wealth: money as safety, security, and freedom, not greed.
So doing this work is one way I give back — helping the very kind of advisors who once helped me, so they can give more families that same financial freedom and security. There's a second reason, too: solo and small-firm advisors are quietly falling behind the big firms on AI — not because they're any less capable, but because the big firms have whole teams and budgets for it, and an owner-operator has neither. I want to put that same power in your hands.
— Kelly Fidei, PhD · Founder, Agility Transformation, LLC
Straight answers
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A real conversation — no pitch, no pressure. Just an honest look at where your week is going, and whether I can help you get it back.