For owner-led financial planning firms of 10 to 50 people
Your advisors should be with clients, not writing up the last meeting.
I'll show you which prep and follow-up work comes off their plate, with tools you already own and a policy that keeps client data safe.
Not a financial planning firm? Architecture and engineering · Accounting
Ten questions. You get your result straight away.
Sound familiar?
Every meeting creates an hour of admin.
Notes, follow-up emails and CRM updates pile up after each client conversation.
Everyone uses AI differently.
A few people lean on ChatGPT. Others won't touch it. Nobody has written down what is allowed with client data.
You can't judge the pitches.
Every platform you use now has an AI add-on. You have no easy way to tell which are worth paying for.
What you get: the AI Workflow Audit
A two-week review of how work moves through your firm, starting with meeting prep and follow-up. Fixed price, no retainer.
- A map of three workflows, starting with meeting prep, notes and follow-up, showing where the hours go
- Ranked recommendations for where AI saves time, using tools you already pay for wherever possible
- A one-page AI use policy your staff can follow
- A 90-day plan you can run yourselves or hand to me
- A 60-minute readout with you and anyone you choose
See what you get
Read a sample one-page AI use policy
Halden Pryce is a fictional firm. This shows what the policy looks like. It is not a client.
How it works
Kickoff, 45 minutes.
We pick the three workflows and write down how long each takes today.
Two weeks of work, about three hours of yours.
I talk to three of your people for 30 minutes each and review real examples with client details removed.
Readout.
You get the findings, the policy, and the plan, in plain language.
What it will not do
AI will not advise your clients, and I won't tell you it will. The advice stays with your advisors. The goal is to give them their time back for the conversations only they can have.
Price
- $1,500 for the first three firms.
- After that, $2,500.
- Half to reserve your start date, half at the readout.
Founding-rate firms agree to give feedback and, if they are happy, a case study they approve before it is published.
Who you'd be working with
I'm Nate Lubeck. I'm a product owner at a Los Angeles advertising agency, where my work is AI adoption and governance.
I work with one firm at a time, so you deal with me directly.
Questions firm owners ask
- We're only 15 people. Is this for us?
- Yes. Firms your size have enough repeated work for a fix to matter, and you can change how you work in a week, not a quarter.
- We already use ChatGPT.
- Good, that makes this faster. The audit turns what a few people do on their own into how the firm works, with a policy behind it.
- How much of my time does it take?
- About three hours across two weeks: the kickoff, a short interview, and the readout.
- Our IT provider handles technology.
- They keep your systems running. This is about how your people do the work. I'd like to include them; the plan works better when they are part of it.
- What about our clients' data?
- We work from examples with client details removed, under a confidentiality agreement, and nothing of yours goes into an AI tool you haven't approved.
- What happens after the audit?
- You can run the 90-day plan yourselves. If you'd rather have help, I can build the first one or two workflows with your team for a fixed price.