AI Growth Roadmap Intensive for SEC-Registered RIAs
Give your advisors more client time without adding headcount
CadencIA.AI helps SEC-registered RIA firms turn scattered AI experiments into one clear, compliant roadmap.
Advisors spend more time with clients and less on admin, reporting, and internal requests.
Most RIA leaders tell us they feel real relief and clarity once they see their AI plan laid out over 90, 180, and 365 days.
Or start with a free AI readiness assessment
Your AI Transformation Timeline
A phased approach that delivers measurable value at every stage
Quick Wins
Launch pilots, establish governance, begin training
Foundation
Scale pilots, complete vendor evaluation, establish protocols
Transformation
Measurable capacity gains, client-facing AI, continuous improvement
Quick Wins
Launch pilots, establish governance, begin training
Foundation
Scale pilots, complete vendor evaluation, establish protocols
Transformation
Measurable capacity gains, client-facing AI, continuous improvement
What You Get
Your team learns AI strategy concepts and applies them immediately to build your firm's roadmap. Training and development happen simultaneously—you learn by doing, with expert guidance every step.
90/180/365-Day AI Roadmap
A phased implementation plan with clear priorities, assigned owners, and measurable milestones tied directly to your firm's strategic goals.
- ✓Quick wins identified for 90-day execution
- ✓Medium-term initiatives with resource requirements
- ✓Long-term vision with scalability planning
AI Governance Framework
Compliance-first governance that gives your compliance team a strong seat at the table while speeding up AI decisions.
- •Vendor vetting criteria and approval process
- •Data handling protocols and security requirements
- •Decision-making authority and escalation paths
Pilot Project Designs
2-3 high-value pilot projects with clear success metrics, implementation plans, and paths to scale what works.
- •Defined scope, timeline, and resource requirements
- •Measurable KPIs and success criteria
- •Change management and adoption strategies
Capacity Unlock Analysis
Workflow mapping showing where AI can free up 5-10 client-facing hours per advisor per week through intelligent automation.
- •Current time allocation analysis by role
- •High-impact automation opportunities prioritized
- •Expected time savings and ROI projections
Learn While You Build: The Applied Learning Process
A 4-6 week intensive where training and roadmap development happen simultaneously. Your team learns concepts and immediately applies them to build your firm's strategy with our guidance.
Discovery & Training
Week 1-2
Learn: AI fundamentals, use cases, and ROI frameworks through Modules 1-3.
Build: Map your workflows and identify highest-impact opportunities while applying concepts immediately.
Training Modules (Applied to Your Firm):
- • AI Demystified: Concepts & Capabilities
- • Strategic Value: Use Cases & ROI Frameworks
- • Roadmap Builder: 30/90/365-Day Planning
Governance & Data
Week 2-3
Learn: Governance best practices, vendor vetting, and data security through Modules 4-6.
Build: Create your firm's governance framework, vendor criteria, and data protocols with our guidance.
Training Modules (Applied to Your Firm):
- • Tools, Vendors & Integration Basics
- • People, Skills & Change Readiness
- • Data, Security & AI Governance
Roadmap & Pilots
Week 3-4
Learn: Roadmap planning and business case development through Modules 7-8.
Build: Design your 30/90/365-day plan, pilot projects, and business cases as you master the concepts.
Training Modules (Applied to Your Firm):
- • Making the Business Case for AI
- • Monitor, Improve & Lead with AI
Delivery & Launch
Week 4-6
Learn: Project lifecycle management through Module 9.
Build: Finalize your complete roadmap, prepare leadership presentation, and plan first 90 days of execution.
Final Training Module (Applied to Your Firm):
- • AI Project Lifecycle: From Ideation to Deployment
Comprehensive Training Included
Your team receives 9 modules of AI strategy training covering the complete adoption lifecycle—from fundamentals through implementation and project management—delivered alongside your custom strategy development.
Foundation (Modules 1-3)
AI fundamentals, use cases, ROI frameworks, and roadmap planning
Implementation (Modules 4-6)
Vendor selection, change management, data security, and governance
Execution (Modules 7-9)
Business cases, performance tracking, and project lifecycle management
Who This Is For
✓ You're a Good Fit If...
- ✓You're an SEC-registered RIA with $300M-$3B AUM
- ✓Your team is experimenting with AI but lacks a coordinated strategy
- ✓Compliance concerns are slowing or blocking AI initiatives
- ✓Advisors are losing hours to prep, reporting, and manual tasks
- ✓You're ready to move from exploration to implementation
✗ This Isn't Right If...
- ✗You're just curious about AI but not ready to commit resources
- ✗You want us to implement technology for you (we design the roadmap, you execute)
- ✗You're looking for a quick fix or magic bullet solution
- ✗Your firm isn't prepared to involve compliance in the process
- ✗You need ongoing managed services (this is a one-time intensive)
Typical Firm Profile
$300M–$3B
Assets Under Management
10–100
Team Members
SEC-Registered
RIA Firms
Investment & Next Steps
4-6 Week Intensive Engagement
Custom Pricing
Investment varies based on firm size, complexity, and scope. Typical range: $25K-$75K.
What's Included
Start with a Free AI Growth Assessment
In 30 minutes, we'll map where AI can unlock capacity in your firm and whether the Intensive is the right fit.
Or start with a free AI readiness assessment
No obligation. No hard pitch. Just a focused conversation about your firm's AI readiness.
Frequently Asked Questions
Common questions about the AI Growth Roadmap Intensive
How much time does my team need to commit?
The Intensive runs 4-6 weeks with approximately 4-6 hours per week of engagement. This includes training sessions, working sessions with our team, and homework assignments where you apply concepts to your firm. Leadership typically needs 2-3 hours weekly, while key stakeholders (compliance, operations, advisors) participate in specific sessions relevant to their areas.
Most firms tell us the time investment feels small compared to the clarity and capacity they gain.
Who from our firm should participate?
We recommend 3-5 key stakeholders: CEO/Managing Partner, COO or Head of Operations, CCO or Compliance Lead, and 1-2 senior advisors. This cross-functional team ensures the roadmap addresses strategic, operational, compliance, and client-facing perspectives. Everyone participates in core training modules, with specialized sessions for specific roles.
What if we've already started using AI tools?
Perfect! The Intensive is designed for firms already experimenting with AI but lacking a coordinated strategy. We'll inventory your current tools, assess what's working (and what isn't), identify gaps, and build a governance framework to accelerate adoption while maintaining compliance. Your existing experiments become valuable data points for the roadmap.
What exactly do we receive at the end?
You'll receive a complete implementation package: (1) 30/90/365-day AI roadmap with prioritized initiatives, owners, and success metrics; (2) AI governance framework with vendor vetting criteria, data protocols, and decision processes; (3) 2-3 pilot project designs ready to launch; (4) Capacity analysis showing where AI can free up advisor time; (5) Business case template for securing investment; (6) Leadership presentation deck. Plus, your team gains the knowledge to execute and adapt the roadmap independently.
How is this different from hiring a consultant?
Traditional consultants deliver a strategy document and leave—you're left figuring out execution. The Intensive combines expert guidance with hands-on training so your team builds the roadmap WITH us, not just receives it FROM us. You learn the frameworks and methodologies while applying them to your firm. This applied learning approach means you can confidently execute, adapt, and evolve your AI strategy long after the engagement ends.
Do you offer ongoing support after the Intensive?
Yes. While the Intensive is designed to make your team self-sufficient, we offer optional implementation support packages for the first 90-180 days. This can include monthly check-ins, vendor evaluation assistance, pilot launch support, and access to our team for questions as you execute the roadmap. Many firms start with the Intensive, execute their 90-day plan independently, then engage us for specific implementation challenges.
What are the prerequisites?
No technical expertise required. We work with firms at all AI maturity levels—from "haven't started" to "using multiple tools but need coordination." The main prerequisites are: (1) Leadership commitment to dedicate time and resources; (2) Willingness to involve compliance early in the process; (3) Openness to changing workflows and processes; (4) Realistic expectations that AI is a strategic initiative, not a quick fix. If you're curious about AI but unsure where to start, you're exactly who we built this for.