Build Your First AI Workflow Without Breaking Your Advisory Firm
In 45 minutes, learn how top-performing RIAs use AI as a strategic tool to eliminate busywork, stay compliant and unlock advisor capacity.
Designed for owners and principals of financial advisory firms
Live playbook to pick the right first workflow
Includes implementation worksheet + audience Q&A
This session was built for you if...
You'll get the most value if you:
You want fast wins, not multi-year transformations
You need AI to remove administrative drag without risking client experience or compliance.
You lead an advisory team that is already stretched
You want to redeploy staff toward growth instead of adding headcount.
You need a safe way to pilot AI
You're accountable to regulators and want clarity on what is auditable and secure.
The 3-part framework we'll walk through
We break the journey into practical, repeatable steps you can bring back to your leadership team.
Treat AI as a tool, not a silver bullet
We demystify core capabilities, governance considerations and how to evaluate vendors so you can choose the right toolset.
Start with a business-critical process
Identify the workflows that consume advisor hours, create compliance risk and are primed for automation.
Prioritise high-impact, low-friction wins
Score opportunities by impact versus effort and outline what a 30-day pilot looks like inside your firm.
Inside the 45-minute session
A focused program built for decisive leaders.
The state of AI in advisory firms
What peers are experimenting with, where regulators stand and the risks of doing nothing.
Identify the right process candidates
Walk-through of an AI readiness checklist and a sample process map for meeting documentation.
Design a compliant pilot
Define success metrics, guardrails and change management for a 30-day implementation sprint.
Live Q&A + implementation worksheet
Build a first-draft AI action plan together and get answers to audience questions.
You'll walk away with
An AI opportunity scorecard tailored to advisory firms
A templated process map to hand to operations
Recommended tooling stack for secure, compliant automation
Clarity on next steps to brief partners and staff
Bjorn Wamelink
Founder, AI RiskWise
Bjorn helps regulated firms ship AI workflows that respect compliance frameworks while unlocking advisor capacity.
- Former operations leader for an international wealth management firm
- Built AI-enabled documentation workflows across EU and US markets
- Advisor to fintech scale-ups on regulatory-ready automation
Why this matters now
Regulated firms cannot afford experiments that put client trust at risk. This webinar gives you the guardrails and momentum to introduce AI responsibly while keeping your advisors, clients and compliance team aligned.
Frequently asked questions
Will the session be recorded?
Yes. Everyone who registers will receive the recording, slides and worksheet within 24 hours.
Is this relevant outside the United States?
Absolutely. We reference MiFID II, SEC and FCA guidance so you can adapt the framework regardless of jurisdiction.
Can my team join as well?
Please share the registration link with partners or operations leaders who would benefit. One registration covers multiple attendees from the same firm.
Reserve your virtual seat
Share a few details and we'll send your confirmation and workbook.
Reserve your virtual seat
Share a few details and we'll send your confirmation and workbook.
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Want to go deeper one-on-one?
If you're ready to scope a bespoke AI roadmap, let's schedule time with your leadership team.