Your Clients Are Asking AI for Financial Advice

The advisors who understand these tools lead the conversation. The advisors who don't get fact-checked by them.

66%of Americans are using AI for investment advice.
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The Client Behavior Shift

Your clients aren't waiting for you to figure out AI

They're already asking ChatGPT about tax-loss harvesting, Roth conversions, and portfolio allocation. They come to meetings armed with follow-up questions you weren't expecting. Meanwhile, 82% of Gen Z and millennials use AI for financial advice. These are your next-generation clients, and they expect you to keep up.

Clients asking AI first

Your clients are consulting AI models before they consult you for investment advice.

Advisors unprepared

Your team doesn't know how to respond to AI-informed questions or leverage these tools themselves.

Competitors moving fast

Tech-forward RIAs are already integrating AI into client workflows and marketing it as a differentiator.

AUM at risk

Clients perceiving commodity advice will leave for AI-native alternatives or advisors who 'get it.'

The Gap Is Widening

63%
of RIAs now use AI tools

More than doubled since 2023 but only 1 in 10 have fully integrated AI into strategy.

Schwab 2026
66%
of AI users asked financial questions

Your clients are already getting 'second opinions' from ChatGPT.

Credit Karma 2025
82%
of Gen Z/Millennials use AI for advice

These are your next-generation clients and your competitors' prospects.

CNBC 2025
85%
of advisors call AI a 'help'

Up from 64% in 2024. Time savings, workflow improvements, faster meeting prep.

Advisor360°
68%
expect AI transformative in 3 years

Yet most firms have no strategic AI roadmap to embrace the technological benefits.

Schwab 2025
2027
AI becomes primary advice source

80% of retail investors projected to use AI-driven tools by 2028.

Deloitte

Serve more clients.
Without adding headcount.

We help RIAs, wealth managers, and investment teams automate the operational work that eats your week so you can focus on what actually grows AUM: client relationships and investment decisions.

AI Meeting Prep & Follow-Up

Briefs drafted from CRM data, recaps sent same-day

Compliance Documentation

Auto-generated suitability notes from meeting transcripts

Research Intelligence

Daily briefs filtered to your holdings and watchlist

Performance Reporting

Client-specific commentary generated in minutes, not hours

Three ways to get started.

Start Here

Practice Audit

1–2 hours

A focused assessment of your advisory practice. You’ll leave with a prioritized roadmap of AI opportunities ranked by time saved and compliance impact.

  • Workflow & operations assessment
  • Client service capacity analysis
  • Compliance documentation review
  • Quick-win identification
  • Branded AI Readiness Report (PDF)
Full Build

AI Implementation

4–8 weeks

We design and build AI systems for your practice end-to-end. From automated client communications to compliance workflows to performance reporting.

  • Everything in the Practice Audit
  • Meeting prep & follow-up automation
  • Client communication personalization
  • Compliance documentation workflows
  • Performance reporting automation
  • Research digest & market intelligence
  • Team training & documentation
  • 30-day support post-launch
Ongoing Support

AI Operations Partner

Monthly retainer

For firms that want continued optimization, new builds as the practice evolves, and a strategic partner keeping them ahead of the curve.

  • On-demand advisory calls
  • New automation builds monthly
  • System monitoring & optimization
  • AI tool evaluation & upgrades
  • Regulatory compliance updates
Take Our Free Assessment

10+

Hours/week reclaimed from manual operations

Same Day

Meeting recaps & follow-ups — not "next week"

100%

Compliance documentation coverage

$400/hr

Every recovered hour is advisory capacity

Not sure where to start?

Take the free AI Readiness Assessment for Financial Advisors. In 5 minutes, you'll know exactly where AI fits in your practice — and how many hours you could reclaim.

Take the Assessment

Fluent in AI, Focused on Results

Matthew Snider
Warren Buffett in a Web3 World
Experience & Achievements
  • President & Co-Founder, Block 3 Strategy Group
  • Former Chief Investment Officer at SEC-registered RIA with $650M+ in digital AUM
  • Launched four hedge funds raising $300M; generated $5M+ in total annual revenue
  • Managed $65M book of business generating $1M+ annual fees
  • Originated $30M+ in crypto-backed loans; scaled onboarding for 1,100+ HNW clients
  • 10+ years in fintech and crypto; former Big 4 (KPMG) in treasury integrations
  • Strategic consulting clients: Nike, PayPal, HSBC, MUFG
Education & Credentials
  • Loyola Marymount University (MBA; Finance)
  • Boston University (BA; Economics)
  • FINRA Series 65 (Investment Advisor Representative)
Publications

Ready to Transform Your Firm?

Let's connect and explore how AI can launch your firm's next phase of growth.

Schedule a free consultation