Now Enrolling — Spring 2026 Cohort

More clients.
Less admin. Finally.

AI efficiency consulting built specifically for independent RIAs — real workflows, real tools, real results for independent advisors.

Join the Waitlist See how it works
The Opportunity
⏱
40–50%
of advisor time spent on non-revenue tasks
🤖
< 15%
of independent RIAs using AI in daily workflows
📈
2–3×
capacity gain reported by advisors who implement AI
Trusted by advisors at
• Independent RIAs
• Solo Practitioners
• Multi-Advisor Firms
• $50M – $500M AUM
• NAPFA Members
The Problem

You didn't become an advisor
to drown in admin work.

1

Hours lost to repetitive tasks

Meeting notes, client emails, CRM updates, follow-ups — the same work, every day, done manually.

2

No clear AI roadmap for advisors

Generic AI tools weren't built with fiduciary duty or compliance in mind. You need a guide who speaks your language.

3

Growth capped by time, not talent

You know you could serve more clients — but there aren't enough hours. Hiring feels premature. You're stuck.

4

Fear of getting compliance wrong

You've heard about AI but worry about what's safe. One wrong move and you've got a regulatory headache.

"The average RIA spends nearly half their week on tasks that don't directly serve clients."
40%
Time on admin & ops
2×
Capacity with AI
$0
Additional headcount needed
Services

Choose your path.

Three ways to work together — from self-paced learning to a fully custom AI transformation of your firm.

Self-Paced
The Course
$697
One-time · Lifetime access

A complete, self-paced curriculum covering every AI tool an independent RIA needs — with compliance guardrails built in.

  • ✦ 6 core modules + bonus prompt library
  • ✦ 50+ advisor-specific AI prompts
  • ✦ Compliance-safe workflow templates
  • ✦ Quarterly curriculum updates
  • ✦ Private community access
Join the Waitlist
Most Popular
Live Cohort
The Cohort Program
$3,500
Per advisor · 6 weeks

A live, cohort-based program with 10–15 advisors. Weekly sessions, peer accountability, and hands-on implementation support.

  • ✦ 6 live weekly sessions (90 min each)
  • ✦ Full course access included
  • ✦ Weekly office hours + Q&A
  • ✦ Peer advisor community
  • ✦ Personalized workflow review
Reserve Your Seat
White-Glove
1-on-1 Consulting
$10,000+
Per engagement · 8–12 weeks

A fully custom AI transformation for your firm. We audit your workflows, build your AI stack, and train your entire team.

  • ✦ Full workflow audit & AI roadmap
  • ✦ Custom tool setup & integration
  • ✦ Team training & SOPs
  • ✦ Firm-specific prompt library
  • ✦ 30-day post-launch support
Schedule a Call
Our Approach

Built by advisors.
Built for advisors.

Go Advisor AI was built because independent advisors deserve AI tools that actually work inside a real practice — not generic productivity hacks from people who've never managed a client relationship or navigated compliance constraints.

Every workflow we teach has been tested inside a live advisory practice. Every tool has been vetted for compliance. Every recommendation comes with a ready-to-use template — not just a concept.

The result is a system that saves 12+ hours per week, doubles client capacity, and lets you grow without adding headcount. Real efficiency. Real results. Built for the way you actually work.

✓
100% RIA-Specific
No generic AI advice. Every workflow is designed around the compliance, client, and operational realities of an independent advisory practice.
✓
Implementation First
We skip the theory. You get step-by-step workflows and tested templates you can deploy in your practice starting this week.
✓
Always Current
AI tools evolve fast. We continuously update our curriculum so you're always working with what's current, compliant, and proven.
The Curriculum

The exact tools we teach.

Every tool is vetted for compliance, tested in a live advisory practice, and taught with a ready-to-use workflow — not just a demo.

✉️
Client Communication
  • Claude & ChatGPT for email drafting
  • Personalized outreach at scale
  • Quarterly letter templates
  • 50+ advisor-specific prompts
🎙️
Meeting Prep & Notes
  • Otter.ai & Fireflies transcription
  • Jump (advisor-specific AI)
  • Auto-generated meeting summaries
  • Pre-meeting client dossiers
🗂️
CRM Automation
  • Zapier & Make integrations
  • Redtail, Wealthbox, Salesforce
  • Auto CRM note drafting
  • Workflow triggers & routing
📣
Content & Marketing
  • Compliance-safe AI content workflow
  • Blog, newsletter & LinkedIn drafting
  • AI review + human approval system
  • Content calendar automation
🔍
Prospect Research
  • Perplexity AI deep research
  • Clay.com enrichment
  • Personalized BD outreach
  • Industry & company intelligence
⚙️
Internal Operations
  • Notion AI for SOPs & onboarding
  • Document & template generation
  • Google Workspace AI integration
  • Knowledge base construction
Free Resource

The RIA AI
Starter Kit

Everything you need to start saving time with AI this week — tools, prompts, and a 30-day action plan built specifically for independent advisors.

  • ✦ Quick-start checklist (4-week setup guide)
  • ✦ Top 5 AI tools vetted for RIA compliance
  • ✦ 10 copy-paste prompts for emails, meetings & CRM
  • ✦ Compliance safety rules for AI usage
  • ✦ 30-day action plan to lock in your system
Free Instant Download

Get the Starter Kit

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Ready to reclaim your time?

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