Every plan is priced per advisor. Choose the level of support that fits your firm — from self-guided to fully done for you.
All pricing per advisor · Group discounts availableSelf-guided AI setup with expert frameworks and resources at your own pace.
Hands-on collaboration — we build your AI practice together, your way.
Complete AI transformation — we handle everything end-to-end for your firm.
| Feature | DIY | Done With You | Done For You |
|---|---|---|---|
| AI readiness assessment | ✓ | ✓ | ✓ |
| Prompt library | ✓ | ✓ | ✓ |
| Video training vault | ✓ | ✓ | ✓ |
| Marketing plan | Template | Custom-built | Fully managed |
| AI dashboard | — | Customized | Full build |
| CRM integration | — | ✓ | ✓ |
| 1:1 coaching | — | Bi-weekly | Weekly via Zoom |
| Zoom meetings | Monthly group Q&A | Monthly strategy | Weekly coaching |
| Staff training | — | Monthly Zoom | Bi-weekly + custom curriculum |
| Content production | — | Templates | Done for you |
| Lead gen automation | — | — | ✓ |
| Dedicated strategist | — | — | ✓ |
| Support level | Community | Priority Slack/email | White-glove |
| Group discounts | ✓ | ✓ | ✓ |
★ Signature Service
A comprehensive, advisor-specific marketing strategy built with AI — covering brand positioning, content pillars, lead generation, social media, email campaigns, and a 90-day action calendar.
À la carte
Bolt on exactly what you need — available to any plan or as standalone services.
Strategy Kickoff Call
60-min video call with a business strategist and a marketing expert to map out the right AI path for your firm — before you commit to a plan.
$97 one-time · credited toward any plan
Extra coaching session
One additional 1:1 strategy or coaching session with your advisor.
$297 / session
Website AI chat widget
Custom AI assistant embedded on your advisor website.
$497 setup + $97/mo
Compliance AI review
Quarterly review of your AI content workflows for compliance.
$397 / quarter
Video content package
Monthly short-form video scripts, hooks, and editing guidance.
$597 / month
Staff training session
Standalone Zoom training session for your team on AI tools.
$397 / session
Additional advisor seat
Add another advisor to any existing plan at a reduced rate.
+$197/mo per advisor