Advisory Flow AI
Stop Drowning in Admin. Start Focusing on Clients.
I build and manage custom AI workflows for RIAs that automate meeting notes, CRM data entry, and follow-ups, saving you 10+ hours a week.
What Every RIA Deals With
Hours lost manually typing meeting notes and creating tasks.
Clunky CRM workflows that require endless clicks and lead to missed follow-ups.
Inconsistent processes across your team that create compliance headaches.
Your Dedicated AI Operations Specialist
I don't sell you another piece of software you have to learn. I provide a white-glove service, building and managing a custom automation engine that integrates with the tools you already use (like Google Drive, your CRM, and your email). It works silently in the background, so you can focus on what you do best: advising your clients.
Three Step Process
Step 1: Discover. We have a brief call to map out your most time-consuming administrative workflow.Step 2: Build. I design a custom AI agent to handle that exact process from end to end.Step 3: Automate. You get hours back every week as your new system runs on autopilot.
About Me
My name is Michael Cool, a finance major at the University of Tennessee's Haslam College of Business. I combine a deep understanding of the financial advisory world with an expertise in AI and automation to solve the real-world operational challenges that hold firms back.
Ready to Reclaim Your Time?
© Untitled. All rights reserved.