The RIA AI Operations Blueprint.

How to build a unified data system, automate your SOPs, and deploy fully compliant AI agents across your firm — in 30 days or less. A step-by-step guide for advisory firms managing $500M–$2B.

What's inside:

• Chapter 1: The $194,000 Problem — why the operational gap gets more expensive every month
• Chapter 2: The Data Foundation — unified data across Redtail, Schwab, eMoney, Orion
• Chapter 3: Your Superagent — the in-house AI assistant that knows your firm
• Chapter 4: SOPs That Run Themselves — the automations that cover 95% of your team's repetitive work
• Chapter 5: Your Firm's Portal — the single interface your team lives in
• Chapter 6: Your 30-Day Implementation Roadmap — week-by-week, what to build and in what order