00Direction
AI Chief Growth Officer
Researches what drives growth at your AUM size and client profile. Learns from each week's outcomes, suggests changes, and delegates to the other agents.
Own your RIA Growth Stack
A managed growth service for RIAs. Five agents working alongside your team, run inside your firm by a fractional Chief Growth Officer and grounded in your CRM.
OverviewHARBOR POINT WEALTH · ALL AGENTS
WEEK 12 · 09:41Book Monday review
AI MENTIONS · 30D
142
+38% vs prior 30d
VISITORS IDENTIFIED
38
9 new business owners
PAID · COST PER LEAD
$212
−19% · LinkedIn leading
COMPLIANCE QUEUE
2
awaiting a named approver
Identified visitors, 14 daysDAILY · VISITOR ID + AEO
SEP 8SEP 14TODAY
THIS WEEK’S LOOP
DEMO · CYCLING EVERY 4S · CLICK A MODULE TO PAUSE
The problem
Your growth stack is increasingly siloed.
Agentic marketing workflows are the safest way to deploy agents that do real work without touching sensitive client data. This means your website is connected to your AI-search data, visitor tracking, local liquidity events, compliance reviews and your social and ad campaigns. You get real visibility into the metrics that move the business.
Every research figure on this pageThe 2026 Kitces Marketing ReportKitces Research · How Financial Planners Actually Market Their Services · fielded March–April 2026
Why agents
68%
of what a practice spends on marketing is advisor and staff time.
Hard costs are just 2.2% of revenue
01 Visitor Identification
37%
of high-growth practices have a system to track prospects once they arrive.
25% of everyone else
02 AEO Website
9.5%
of practices do answer engine optimization. The ones who do rate it higher than SEO.
5.1 vs 4.4 satisfaction
05 COI Referrals
$0.72
spent per $1 of new revenue through centers of influence, at $7,500 of revenue per new client.
$2.01 across all tactics
The agents
Marketing agents grounded in your firm’s business goals.
01Who is on your site
Visitor Identification Agent
Resolves anonymous site traffic to named households and businesses. Matches every visitor against your book, so you see which prospects are already circling.
02Answer engine optimization
AEO Website Agent
Rebuilds your site so ChatGPT, Claude, Perplexity and Google can actually read it. Checks the answers daily to confirm your firm is still being cited.
03Signal-driven local outbound
Local Business Owner Agent
Watches for money moving in your market: a sale, a new location, a succession. Narrows it to the owner types you already serve, then drafts a warm first note.
04Centers of influence
COI Referrals Agent
Finds the accountants, attorneys and specialists already serving the clients you want. Leans toward the niche specialists that outperform the obvious CPA list.
05SEC Marketing Rule + FINRA 2210
Marketing Compliance Agent
Screens every draft against the SEC Marketing Rule and FINRA 2210 before it leaves. Keeps the review log your CCO needs, without anyone chasing it.
Why own
Growth that rides on a founder gets discounted.
Acquirers pay more for growth that is written down, measured, and not carried by one person. The high-growth firms in the Kitces data got there by taking advisor time out of 14 of their 18 marketing tactics.
2026 Kitces Marketing Report
Five vendors
Five logins, monthly PDFs
Learning stays with each vendor
A change takes a quarter
Switching resets everything
One stack
One control room, one weekly briefing
Agents share what they learn
A change ships in days
The model of your book stays with you
The engagement
A fractional Chief Growth Officer, not a software seat.
Jonathan joins your firm as its growth executive on a fractional basis, installs the stack, and runs it against a number you set together.
Fractional CGO
Monthly retainer
For RIAs from $300M to $3B that want someone accountable for growth before they hire a full-time executive.
01Growth plan and quarterly targets, set with your partners
02Five agents installed, grounded in your CRM, run daily
03Website restructured for AI citation
04Weekly briefing in your leadership meeting
05Every send checked for compliance and approved by a named person
How it tends to go
DAYS 1–30CRM connected, site audited, first agents live, baseline agreed.
DAYS 31–90All five running, site relaunched, briefing in your Monday rhythm.
MONTH 4+Documented and owned by your firm.
Retainer scoped on the call. One or two firms onboarded per quarter.
Jonathan Michael
Jonathan is a MarTech executive with 10+ years of experience building marketing technology applications in the financial services space and most recently in the commercial trades, designing agentic workflows for client acquisition. Jonathan is a Perplexity AI Business Fellow and brings strong sales, product and marketing acumen to the firms he works with.
On the record
PRESS
FEB 2026
Richmond BizSense
Local startup looks to bring roofers into the AI world
PODCAST
DEC 2025
Money Matters, Ep. 339
AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers
PRESS
NOV 2025
Financial Planning
Six missing AI capabilities holding financial advisors back
PODCAST
APR 2024
WealthTech on Deck
The AI-Augmented Advisor, with Jack Sharry
PODCAST
JAN 2024
The Customer Wins
AI for Wealth Management Marketing, with Richard Walker
Questions
They work like a co-worker. The agents take the repetitive work off your advisors and marketing lead, and Jonathan sits in your leadership meetings owning the growth number. Vendors you like stay where they are; the agents pick up what those vendors produce.
Bring growth in-house.
Thirty minutes on your firm, your CRM, and whether a fractional Chief Growth Officer is the right next hire.
Book a call