Everyone is about to be running the same AI marketing stack.

For $1,000 a month, AI tools can get an RIA 70% of the way to good marketing. The firms that pull ahead over the next few years have a plan for the last 30%, and they aren't spending their own evenings un-slopping the output.

Four things define a partner who can actually scale with you.

Speed

Commoditized work compressed with custom agents. What took your old vendor two weeks takes an afternoon. → What is an agent?

Expertise

Human skill placed exactly where AI is known to underperform. Senior marketers review every asset for quality and compliance before it ships.

Familiarity

Your industry, your clients, the technical and compliance details. Every asset works from a living profile of your firm, so nothing generic goes out the door.

Consolidation

One relationship instead of a stack of outside vendors.

Strategy upfront. Systems throughout. Refinement before anything reaches your team.

How we work with forward-thinking RIAs.

Strategy
  • Analyze your digital footprint to surface quick wins
  • Codify your firm identity, client desires, and brand guidelines
  • Build a strategy around your firm's positioning and capabilities
Systems
  • Modernize and connect your systems to one centralized marketing “brain”
  • Build agents for key workflows across every relevant marketing surface (web, content, paid, etc.)
Refinement
  • Monitor, measure, and optimize the system on an ongoing basis
  • Integrate new capabilities as they’re released
  • Review and fine-tune every asset before your team ever sees it

AI is very good at some things and very bad at others.

See how we build the agents, and where we keep experienced marketers in the loop.

We hope to serve clients for a decade or more, so we're selective about who we take on.

Established RIAs with a defined niche and client base, targeting ambitious growth goals.

A great fit
  • Established RIAs, typically $250M+ AUM, with a defined niche and a brand primed for growth
  • Knows AI tools are powerful but isn't sure how to apply them to marketing
  • Understands SEO and content are long-term investments, not short-term tactics
  • Has experimented with buying leads, was disappointed, and wants something more durable
  • Ready for a working partnership with direct access to senior operators
Not a fit
  • Still defining their brand or market position
  • Believes an AI subscription is a substitute for marketing strategy
  • Expecting immediate results from marketing
  • Wants a hands-off vendor relationship
  • Early-stage with a lean marketing budget

Let's get ahead of some questions.

If your question isn't here, bring it to the call.

What if we already have a small marketing team?

Common. Usually one to three people carrying more than they can. We don't replace them; we extend them. Your team keeps the relationship-driven, judgment-heavy work, and we take the production load: SEO, content, distribution, paid, reporting. We plug into your tools and rhythm rather than forcing our own.

Can you help us launch a breakaway firm?

Yes, and it's some of our favorite work. A breakaway starts with a blank page: name, identity, site, tooling, and the agents to fill it. This is design-led: we build the brand and the marketing engine together so the firm launches with a real presence on day one, not a template you'll replace in a year. A launch like this is scoped and priced separately from the ongoing engagement.

Why not just hire someone in-house?

You can. A senior marketer at an RIA runs ~$120–150K base plus benefits, so call it $150–200K loaded. They'll be capped by what one person can do in a day, take 3–6 months to recruit, and another 3–6 to ramp.

And a single hire is one skill set. Silvy brings a full team's range across content, SEO, paid, print, design, copywriting, and production, for ~$130K in year one. When the time comes to bring it in-house, we'll help you write the job description.

Why not just buy ChatGPT Enterprise and do this ourselves?

You can, and we'd rather you do that than hire the wrong agency. But raw access to a model isn't the same as a system. The lift is in the workflows: how the model is prompted, what it has access to, how outputs are reviewed, where compliance fits, what gets measured.

Silvy is the operating layer on top of those tools.

What happens in Foundation, and how do the agents end up sounding like our firm?

Foundation is where we craft your Firm Identity and growth strategy: who you serve, what sets you apart, and the plan to grow. That work happens through deep research, analysis, and interviews with your team. Part of it is profiling your firm's voice through 25 video questions, client call transcripts, and existing content. That profile becomes the source of truth every agent references before it writes a word for you.

A senior editor reviews drafts before they go out. Month one is heavy on calibration; by month two, output approval takes minutes.

How do you handle compliance?

Every workflow includes a compliance review step before anything publishes. We build your firm's compliance posture directly into the agent: disclaimers, prohibited language, citations, performance claim handling. Nothing ships without a human review against those rules.

For SEC-registered firms, we work with your CCO during Foundation to map the review chain. We are not a compliance vendor and don't replace your CCO.

Is design included in the engagement?

On-brand production design is included. Every digital and print asset your marketing needs, produced continuously: landing pages, one-pagers, decks, guides, social, and email. If it carries your brand and your marketing needs it, it's in scope.

What if we need a full rebrand?

A full rework of your visual identity, including name, logo, positioning, and the whole system, is a different sort of project from ongoing production. It has its own scope and price, and we quote it separately. Once a brand exists, whether we built it or you already had one, producing against it is the included part.

How do I know if I need a rebrand or just production design?

If your brand already holds up and you just need more and better assets against it, that's production, and it's included. If the brand itself is the problem, whether dated, generic, or nonexistent, that's a rebrand, quoted separately. We'll tell you honestly which one you're actually looking at on the call.

Can you rebuild our website?

Yes. Many firms are stuck on legacy platforms like WordPress or Webflow that are slow to change and were never built for AI-forward marketing. We move you onto a modern architecture: fast, easy to update, and built so new pages and tools ship in hours, not weeks.

Do you do paid Google Ads, podcasts, video, or events?

We work with a select group of partners to help you bring these strategies to life.

Do we have to commit to the whole engagement up front?

No. It's phased for a reason: Consultation, then Foundation, then Build, then Deploy. Each phase earns the next. You'll know what you're getting and what it costs before you move forward, and Deploy runs month-to-month. If it stops being worth it, you can end it with 30 days' notice, and we'll help you offboard cleanly.