AI-Accelerated, Compliance-Safe Growth

Problem Statement

RIAs face a crowded market: >15,000 firms managing $128T+ AUM.

Referrals plateau, marketing drains cash, visibility fades.

Compliance slows execution, making growth even harder.

Build AUM's Agency-as-a-Service (AaaS) — a fully managed, AI-powered marketing engine built specifically for RIAs.

Compliance Baked In → FINRA/SEC lexicon, approval workflows, audit-ready content.

Domain Expertise → Wealth-specific language, investor psychology, and market themes.

AI + Human Hybrid → Speed and scale of AI, polish and discernment of senior strategists.

Outcome-Oriented → Authority, pipeline, and meetings — not just "content volume."

Establish a strong online presence

Increase investor confidence

Shape public perception

Accelerate AUM pipeline with measurable ROI

Structured approach to building authority and pipeline growth

Tier	Deliverables	Positioning
Professional	Weekly Founder Insights + Social Media Packs	"Done-for-you presence"
Enterprise	Professional + Quarterly Industry Brief + Lead Nurture Campaigns	"Authority + Pipeline Growth"
Concierge ABM	Enterprise + Target-100 HNW/Family Office Concierge Outreach	"Direct access to UHNW + Family Offices"

(FO = Family Office; avg. $500M–$1B+ net worth.)

Compliance templates established

Brand voice + style uploaded into AI workspace

First weekly newsletter launched

Social editorial calendar activated

Quarterly industry brief published

Lead nurture drip deployed

AI-driven calendar booking introduced

Concierge ABM pilot (Top 100 HNW/FO targets)

Campaign optimization by engagement data

ROI dashboard delivered — AUM pipeline visibility

Next Step: Let's finalize your service tier and begin setup.

We recommend scheduling a 30-minute kickoff call next week to align on deliverables, compliance, and campaign priorities.