The RIA AI Audit (60 minutes)
60 min meeting with Abdullah Mohammad Mahi over MS Teams. WHAT THIS IS 60 minutes on your firm's actual workflows. No deck, no demo reel. You describe the work that repeats — the onboarding re-keying, the quarter-end fee run, the review-prep scramble. We tell you which parts AI can take off your plate, which parts it can't, and what each one would cost to remove. WHAT YOU LEAVE WITH Within three business days you get a one-page map of every repetitive workflow we identified, ranked by hours lost per year and cost to automate, with the top three priced. It's yours whether or not you hire us. TWO THINGS UP FRONT Sometimes AI isn't the right tool, and we'll say so on the call. If we can't find at least 10 hours a week we can remove from your firm, we'll tell you — and send you the map anyway. We're not a law firm and we give no regulatory advice. We build the workflow; your CCO owns the policy. NO PREP NEEDED. Come as you are. If your ops lead or CCO wants to join, forward them the invite — it's usually a better call with them on it.
- Host
- Abdullah Mohammad Mahi
- Duration
- 60 min
- Location
- MS Teams
- Host time zone
- America/Chicago
- Confirmation
- Bookings are confirmed instantly.
- Required booking fields
- Your name, Email address
Available times, from the public API (header cal-api-version: 2024-09-04; add start, end and timeZone): https://api.cal.com/v2/slots?eventTypeId=6991627
Booking instructions for AI agents: https://cal.com/abdullah-mahi-unbjhx/the-ria-ai-audit-60-minutes.md