90-Day AI Accelerator · Built for Financial Advisory Firms
Build a practical AI operating system in 90 days.
A fixed, 90-day program that builds your firm's brand voice, a knowledge base that writes in your voice, and the everyday workflows your team runs on — with the whole team trained and clear guardrails for client data. Not another workshop. Implementation you can see and keep.
90
Who this is for
Built for advisory firms ready to move past experimenting.
You run an independent RIA or wealth-management firm. You've seen what AI can do, and you're past the question of whether it matters. What you don't have is the time to turn that interest into something your whole team actually uses — done in a way your compliance obligations can live with.
You control your own tools and decisions.
As the owner, principal, or operations leader, you can say yes — and you can choose the tools your firm is allowed to use.
Your team is carrying repetitive work.
Client review prep, meeting notes and follow-up, client letters, prospecting, and compliance documentation eat hours that should go to clients.
You've tried, and it didn't stick.
Maybe a workshop, maybe a few enthusiasts using AI on their own. Nothing scaled, and nothing changed how the firm works day to day.
Client data keeps you cautious — rightly.
You can't turn your team loose on consumer AI tools. You need AI built with guardrails from the start.
The record
The credentials.
Behind the 90-Day AI Accelerator is a track record built over decades — in advisory firms, on stages, and now inside AI.
30+ years
in business.
Previously held
CFP®, CIMA®, and CRPC® designations.
$150 million
in assets managed at Morgan Stanley and Merrill Lynch.
5 bestselling books
on time management and productivity. The 7 Minute Life.
130,000+ copies
sold.
700+ presentations
to audiences including Walmart, Morgan Stanley, Northern Trust, and the FBI.
Hundreds of thousands
of professionals trained across books, live events, webinars, and YouTube.
Appointed
by Governor Sanders to the Arkansas AI Center of Excellence Task Force.
2,900+ hours
invested in AI research and development.
The work before AI
A career built on systems, discipline, and client-first judgment.
Before AI, Allyson spent 31 years at Morgan Stanley and Merrill Lynch, managing complex portfolios for high-net-worth clients and roughly $150 million in assets before retiring from the industry in 2015. Hired as only the second female advisor at her firm. Ranked in the top 11 percent of advisors at Morgan Stanley. Previously held the CFP®, CIMA®, and CRPC® designations.
ASSETS MANAGED
$150M
Complex portfolios for high-net-worth clients.
FINANCIAL SERVICES
30+ yrs
Discipline, trust, and systems — long before AI.
MORGAN STANLEY RANKING
Top 11%
Performance and professional judgment.
The signature build
Your brand voice, your firm's knowledge base, your LinkedIn presence — built into AI.
Most AI programs hand you tools. This one hands you you — your voice, your ideal client, and your personal brand, built into AI your firm uses every day. It comes in three layers, built in order:
LAYER 01
We write the foundation first — how your firm sounds and exactly who you serve. This is the same brand-voice and ideal-client work we built for 7 Minute AI, built for your firm.
LAYER 02
A custom AI assistant trained on your voice, your process, and your firm's materials — so it drafts client letters, meeting prep, and content that sound like you, not generic AI. You always approve before anything goes out.
LAYER 03
An optimized profile plus a repeatable content system in your voice — so your personal brand and your prospecting finally run on their own.
We don't just describe this. We show you the systems we built for 7 Minute AI — then we build yours.
What this solves
Most firms don't stall on interest. They stall on follow-through.
Every firm we talk to has the same five sticking points. They're not failures of curiosity — they're failures of structure. The Accelerator is built to dissolve each one.
Scattered, unofficial use.
Some advisors use AI quietly; most don't. There's no standard, no oversight, and no shared way of working.
Tools you're paying for that nobody uses.
Licenses sit idle because no one had time to build them into real work.
Training that didn't change anything.
Your team learned about AI but went right back to doing the work the same way.
Hours lost to repetitive work.
The same client communications, reviews, and reports get rebuilt from scratch every week.
Pressure to show it's worth it.
You need to know the investment is producing real time savings — not just activity.
What's included
A complete program, not a stack of sessions.
By the end of 90 days, your firm owns all of it:
Your signature Brand & Knowledge Base build
A brand voice guide, an ideal client profile, a custom knowledge base that writes in your voice, and a LinkedIn profile and content engine.
Three operational workflows
Chosen with you from your highest-value work (client review prep, meeting notes and follow-up, client communication, reporting); built on real work and fully documented.
An AI Opportunity Map
Your highest-value AI opportunities, prioritized together up front.
A trained team — up to 10 people
Advisors and the support staff who carry the day-to-day load.
A firm-branded prompt library
Reusable, consistent, and ready for the whole team.
Practical AI skills for recurring work
Built for the work you do every week — and simple agents where your tools and compliance allow.
A written AI use policy and guardrails
So adoption is safe, not a risk.
Named internal champions
People inside the firm who can keep it going.
A clear measure of time saved
A baseline at the start and real results at the end.
A 90-day continuation playbook
So progress keeps compounding after we step back.
How the 90 days work
A clear, three-phase path.
PHASE 01
We define your brand voice and ideal client, map how your firm actually works, choose the three operational workflows worth the most, set up your secure environment, and put your AI use policy in writing. The discovery work is built in — there's no separate assessment to buy first.
PHASE 02
We build your knowledge base and LinkedIn engine, your team learns on your real work — not hypotheticals — and we build the prompt library together. We name the champions who will carry it forward.
PHASE 03
The workflows go live, we measure the hours saved, and we add the simple automations and agents that fit. You leave with a playbook for what comes next.
Twelve weekly working sessions over 90 days. The weekly rhythm is what keeps momentum — it's the difference between a workshop people forget and a change that sticks.
What changes in 90 days
Real change, on three levels.
LEVEL 01
What your firm gets.
Your brand voice and knowledge base built into daily work, your operational workflows running, up to 10 people trained, a written guardrail policy, named champions, and a clear picture of the hours you've reclaimed.
LEVEL 02
What your people feel.
Hours back every week. Real confidence instead of intimidation. More polished, professional work. More time on the client work only they can do. And a sense of control instead of falling behind.
LEVEL 03
What each person can do.
Use AI confidently on real firm work, inside your approved tools. Write and reuse strong prompts. Run the firm's workflows start to finish. And coach the next person — so the capability stays in the firm.
Why this works
Structure, accountability, and someone who has sat in your chair.
Firms don't fall behind on AI for lack of interest. They fall behind for lack of structure, follow-through, and someone who understands both the work and the rules you operate under.
Allyson spent 31 years as a top advisor at Morgan Stanley and Merrill before she ever wrote an AI prompt. She has been in your chair. The Accelerator brings that experience together with a disciplined 90-day framework — so AI becomes something your firm runs on, not something a few people dabble with.
Built for how your firm operates
Safe enough to move quickly.
Everything we build lives inside your firm's secure, approved environment — most often Microsoft Copilot, which your firm likely already owns and your compliance team already trusts. Where it helps and your firm allows it, we bring in other approved tools for heavier work.
AI policy, privacy and data protection, and review standards are part of the program from day one — not an afterthought. That's what lets your team move with confidence instead of caution.
Frequently asked questions
Questions About the 90-Day Accelerator
Is this only for financial advisors?
No — it's built for financial advisory firms and the program is shaped around their compliance and client-data realities, but the same brand-voice, knowledge-base, and workflow build works for any firm that wants AI in real use across the team.
Do we need to do a separate assessment first?
No. The discovery work is built into Phase 1 — we map your firm, choose your highest-value workflows, and write your AI use policy as part of the 90 days. There's no separate assessment to buy first.
Do you build our brand and knowledge base, or just train us?
Both. We build your brand voice, knowledge base, and LinkedIn engine with you, and we train your team to run them. You leave owning the systems, not just the knowledge.
What tools will we use?
Whatever lives inside your firm's secure, approved environment — most often Microsoft Copilot, which your firm likely already owns. Where it helps and compliance allows, we bring in other approved tools.
What if our team doesn't adopt it?
Adoption is the whole design. Twelve weekly working sessions on real work, named internal champions, and a continuation playbook are what turn a workshop people forget into a change that sticks.
What happens after 90 days?
You own the brand build, workflows, prompt library, policy, and a 90-day continuation playbook so progress keeps compounding. An AI Advisor retainer is available if you want ongoing direction.
Closing
Ready to put AI to work across your whole firm?
The 90-Day AI Accelerator gives your firm the structure, training, and guardrails to turn scattered AI interest into workflows your team uses every day.
$25,000 · A fixed 90-day program for financial advisory firms.