Financial Advisory Firms
Your clients can get portfolio management from an app. Build what the app cannot do.
Robo-advisors and AI planning tools are commoditizing the work that built your AUM. The question is what to sell next. A full day with your senior team and you leave with 2–3 new offerings, specified and priced.
The pressure financial advisory firms are facing right now.
Fee Compression
AUM-based fees are under pressure as robo-advisors and direct indexing platforms deliver portfolio management at a fraction of the cost.
Planning Commoditization
AI planning tools give clients 80% of basic financial planning at no cost, compressing the value of your planning engagement.
Client Consolidation
Clients are consolidating advisors and comparing fees as aggregation platforms make switching easy.
Global robo-advisor AUM reached $1.97 trillion in 2025. Vanguard charges 0.30%, less than one-third of the industry average, and manages $312 billion in advisory assets. 82% of Gen Z and millennial GenAI users have already sought AI financial advice. RIA M&A hit a record 322 deals in 2025, with PE-backed consolidators now 49% of acquirers (up from 39% in 2024). Acquirers are buying for AUM, not advisory relationships.
Assessment
See how your firm compares.
8 minutes. You get an assessment showing where your firm has real commercial gaps, how you compare to peers in your vertical, and a report you can take to your next partner meeting.
See Where You StandWhat firms like yours are designing in the Workshop.
Every engagement is different. Your team’s domain expertise shapes the output. These are the kinds of offerings financial advisory firms leave with, specified and priced. Your team or an implementation partner builds and tests them with named clients.
Business owner liquidity event advisory
Fixed-fee engagement for founders and owners navigating a sale, recapitalization, or succession. Priced on complexity, not assets.
Tax-aware wealth transition service
Multi-generational wealth transfer planning with AI-powered scenario modeling. Retainer-based, recurring revenue.
Executive compensation optimization
Ongoing advisory for executives with complex comp packages: stock options, RSUs, deferred comp. Subscription pricing.
Related reading
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The Music Industry Made This Mistake. Your Firm Is About to Make It Again.
Labels fought streaming. Banks missed the shift to fast, cheap digital payments. Enterprise software vendors treated cloud as cheaper hosting. The same pattern is playing out in professional services right now.
What 'Sellable AI Offerings’ Actually Look Like
Most firms know they need new AI-driven services. Few know what a finished offering looks like — the brief, the pricing, the delivery model, the first client conversation.
$15,000
Fixed fee. A full day with your senior team. 2–3 new offerings your team or an implementation partner builds and tests.
Book a Conversation30 minutes with Shawn Yeager. No pitch.