Financial Sidekick helps advisors get 10-20 hours a week back by removing the back-office grunt work that eats your calendar.
Step 1 toward your AI Time Audit.
Not ready to talk? Take the 10-minute "10 Hours Back in 10 Minutes" assessment.We work with independent RIA practices, typically under $500M in AUM. Solo advisors and small teams where advisors are:
Kitces' research shows administrative burden is a top driver of advisor burnout. Many RIAs have added more tech, but very few have turned it into real time back.
In practice, most independent advisors are still losing 10+ hours every week to meeting prep, follow-ups, CRM updates, and client communications that could be systematized.
Find your hidden hours
One-time engagement · Deliverables in 7 business days
What's included
Bonus 1: Done-for-You Follow-Up Workflow
A custom client & prospect follow-up workflow you can drop into your CRM in a week — automates review scheduling, follow-ups, and tasking.
Bonus 2: CRM Time Leak Scorecard
We grade your CRM setup on how much time it's wasting and give you the top fixes to cut admin hours quickly.
Bonus 3: Audit Fee Credit
100% of your audit fee credited toward month 1 of the retainer if you start within 30 days.
Fix the highest-impact workflows
3-month minimum commitment
What's included
This is where the audit recommendations become reality.
We go inside your CRM, build the automations, set up the AI tools, document your processes, and hand you a practice that runs in fewer hours.
Start with a 20-minute Discovery Call to see if the AI Time Audit is a fit.
Book a 20-Minute Discovery Call →Take the free quiz. See where your practice stands.
Financial Sidekick is focused exclusively on independent RIAs. We don't sell marketing, portfolios, or generic "AI."
We help you: