Now Enrolling — Spring 2026 Cohort

More clients.
Less admin. Finally.

AI efficiency consulting built specifically for independent RIAs — by Avi Bialo, a practicing advisor who uses these tools in his own practice every day.

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
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
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
About

Advice from someone
who actually does this.

Avi Bialo
Avi Bialo
Founder, AI Powered RIA · Practicing Wealth Advisor
📊 Active RIA Practice
🤖 Daily AI User

I'm Avi Bialo, a practicing wealth advisor and the founder of AI Powered RIA. I spent years watching the same hours disappear to the same administrative work — week after week, month after month.

When AI tools matured enough to actually help, I went all in. I built workflows, tested every tool, hit the compliance walls, found the workarounds, and eventually cut my administrative time nearly in half.

The difference it made wasn't just efficiency. It was energy. I had more to give clients. More capacity to grow. More focus on the work that actually matters.

"I built this consulting practice because I kept getting the same question from other advisors: how do I actually do what you're doing?"

That's the core of what I built AI Powered RIA to deliver — a roadmap built from real experience inside a real advisory practice, with real compliance constraints. Not theory. Not generic AI advice. A tested, advisor-specific system you can implement starting this week.

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

Ready to reclaim your time?

Join the waitlist for the Spring 2026 cohort. Founding members get early-bird pricing and a free 1:1 AI workflow audit.

No spam. Just cohort updates and free AI resources for advisors.