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We align our fees with the actual net profit gains you achieve each month. If you don’t reach at least a 1-4X return on your monthly retainer, we refund the difference—ensuring you never pay more than the value delivered. Other consultants often charge flat fees or percentage cuts without guaranteeing tangible profit improvements.
We use our proprietary Profit Acceleration Software (PAS) to compare your baseline monthly net profit with post-engagement profits. This data includes operational savings, revenue generated from fee adjustments or new services, and other internal efficiency gains. By focusing on business profit (not investment returns), we ensure a clear, transparent measurement.
No. Our phased AI implementation is designed to enhance your current services, not replace them. We start with basic automation (like scheduling, compliance checks) and then layer in more advanced solutions (like predictive analytics) only after ensuring they complement—rather than undermine—your high-touch client service model.
We know how crucial it is to remain FINRA/SEC-compliant. All AI tools and process optimizations we recommend align with existing regulatory guidelines and best practices, so you can modernize without fear of penalties.
Not necessarily. We tailor our suggestions to your current setup and your long-term goals. Often, we start with cost-effective, cloud-based solutions that require minimal upfront investment. Our goal is to help you adopt only the tech that fits your firm’s needs, so you don’t overspend on unused tools.
You’ll typically see noticeable profit gains within the first 90 days of our Phase 1 engagement. That’s because we focus on zero-marketing-spend strategies, operational efficiencies, and quick wins that don’t require massive overhauls or expensive ad campaigns.
Absolutely. Even profitable firms often have hidden efficiencies or untapped revenue sources. By leveraging AI and process optimization, we can help you increase margins, improve compliance, and free up staff for higher-value tasks. Think of it as moving from “good” to “great”—maximizing the capacity and profitability you already have.
Yes. Each phase includes staff onboarding and training modules to ensure team-wide buy-in. We break down AI-based workflows into simple steps and provide ongoing support until everyone is comfortable with the new processes. This minimizes resistance and ensures smoother transitions.
Our marketing solutions are specific to wealth management and heavily focus on compliance, branding, and ROI. Typical agencies may push one-size-fits-all ad campaigns. We, on the other hand, ensure every strategy—content, social, email, and beyond—meets RIA/FINRA guidelines and aligns with your firm’s reputation for trust and integrity.
We accept a variety of payment methods, including credit and debit cards (Visa, MasterCard, American Express), PayPal, and bank transfers. If you have any specific payment needs or questions, feel free to reach out to us, and we’ll be happy to assist.
It all begins with a 45-minute Profit Audit—which is completely free. We’ll review your current processes, analyze a few key data points in PAS, and outline the quickest path to improved profits. If we see a clear fit, we’ll move forward with a customized engagement that guarantees your ROI.
Ready to learn more? Book your free consultation or call us at (201) 564-0155 to get started.
