StrategyDigital & AI

AI Assessment & Strategic Roadmap for an Independent Wealth Network

GreenByrd Advisory · 2025

The situation

Independent networks win wirehouse breakaways on Operational Alpha, but growth creates a Scale Trap: NIGO rates of 40–60% during M&A surges and operating costs that rise in step with revenue.

What I did

Benchmarked tech and AI commitment against Dynasty, Hightower, LPL, and Raymond James, and gathered partner sentiment
Defined a third strategic lane, The Orchestrator: integrate best-in-class AI through open architecture faster than competitors can build it
Mapped AI solutions to three advisor cohorts
Designed a Labs innovation unit and Project Velocity, a 6-month, 50-advisor MVP
Built hard-dollar ROI logic and a three-year crawl-walk-run roadmap

Cover of the AI roadmap report prepared for an independent wealth management network. — Fig. 09.1 — The AI roadmap report for an independent advisor network.

Three parallel lanes of AI adoption across the network: advisor productivity, client experience and operations. — Fig. 09.2 — Three lanes of AI adoption.

Triad of innovation labs for testing, proving and scaling AI use cases across the network. — Fig. 09.3 — The labs triad: test, prove, scale.

Phased cohort rollout plan for AI capabilities across advisor groups. — Fig. 09.4 — Rolling out in cohorts, not all at once.

Waterfall chart showing how the AI roadmap's return on investment accumulates across initiatives. — Fig. 09.5 — Where the return comes from.

Sequenced multi-quarter roadmap for AI adoption across the independent network. — Fig. 09.6 — The sequenced roadmap.

Results

6.1x

projected Year-1 ROI

GreenByrd Advisory

~$5.65M

projected Year-1 impact

GreenByrd Advisory

$925K

MVP investment

GreenByrd Advisory

Client name withheld on this public page; figures are projections based on industry benchmarks.

What this proves

Strategy Digital & AI

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