For RIAs, wealth managers & family offices · 206(4)-1 aware
Discretion is your brand. Invisibility is not.
Wealthy prospects now check advisors through ChatGPT and Perplexity before any introduction, and the engines answer with names. We make your firm one of those names for the searches that matter. Every public word stays inside the SEC Marketing Rule.
Aday Interactive, Inc. is a Coral Gables AI systems firm. We help RIAs, wealth managers, and family offices get described accurately by AI engines and handle inquiries with discretion, with every public claim built against SEC Rule 206(4)-1.
No credit card, and no obligation.
The new first impression
Families ask AI before they call.
ChatGPT, Perplexity and Google’s AI answers now hand families a short list of names, and they cite the sources they trust. We build so your firm is one they can find, trust, and cite by name.
Why this matters right now
Even a warm referral now gets checked by AI before the first meeting. Three things decide whether that check helps you: what AI says about your firm, Marketing Rule problems hiding on older pages, and whether your ADV and your website tell the same story.
- 01The quiet referral now gets checked by AI
- 02Marketing Rule problems hide in old pages
- 03Your ADV and your website may tell different stories
The quiet referral now gets checked by AI
Before a referred prospect calls, they ask an AI engine about you. If the engine cannot describe your firm, or describes it wrong, the warmest referral arrives cold, or not at all.
Marketing Rule problems hide in old pages
A testimonial from 2019. A performance figure without the required disclosures. A "Top Advisor" badge with no disclosure of what was paid for it. The Marketing Rule made all of it examinable, and examiners use the same automated scans we do.
Your ADV and your website may tell different stories
Entity names, AUM claims, and service descriptions that drift between Form ADV, the site, and LinkedIn are exactly what an examiner flags. AI engines trip on the same inconsistency.
This cost is invisible by design: a prospect who checks you through AI and moves on never tells you. So ask ChatGPT about your firm by name, and read the summary your next referral reads.
Free estimate · your numbers only
What are the prospects who do not engage worth to your firm?
For fee value, use the first-year advisory fee on a typical new household. For example, $1M under management at 1% is $10,000. Pick your main service, then move the sliders to your own numbers.
Your main service
Each choice loads starting values for that kind of work. They are rough examples, not industry data.
Today
- Engaging today
- 1.8 a month · 21.6 a year
- Not engaging
- 4.2 a month · 50.4 a year
Estimate · if your rate rose
from 30% to 35%
+$10,800 a year
about +$900 a month in estimated new first-year fees
- Estimated value of all prospects that did not convert, 12 months
- $151,200
4.2 a month × 12 months × $3,000
This is an estimate, not a prediction. Not every one of these is winnable, and we will not tell you what your rate will become. Nobody honestly can. Based only on the numbers you enter. Not a projection, benchmark, or guarantee of results. Nothing you enter is sent to us.
How to read this estimate. It multiplies the numbers you enter, nothing more. It does not count costs, refunds or unpaid bills, seasonal swings, or how much new work your team can take on. The starting values are rough examples, not industry data or results from any firm. This is not legal, financial, or tax advice, and Aday Interactive, Inc. does not promise any result.
The pipeline we ship for this vertical
Start with the free Wealth & Family Offices guide
A complete, plain-language guide to discreet, auditable client systems and a private copilot inside your compliance guardrails. Yours to keep, instantly.
- The full guide, emailed right away and yours to keep
- Then run your free scan to see how AI reads your firm today
- No cost and no obligation
How Aday Interactive, Inc. helps
Four disciplines, matched to what your firm needs first.
- 01Named for the right prospects. Silent everywhere else. Start here
- 02White-glove response, without a bigger back office
- 03AI adoption your CCO can examine with confidence
- 04A web presence as considered as your client experience
Named for the right prospects. Silent everywhere else.
We structure the details AI reads about your firm so engines describe you accurately for high-net-worth searches: fiduciary, fee-only, multi-family office. Every claim lines up with your ADV and Rule 206(4)-1. No mass-marketing noise.
Learn moreWhite-glove response, without a bigger back office
Discreet, GLBA-conscious inquiry handling. Qualified prospects reach a principal fast. Everyone else is politely triaged. Follow-up sequences are written to compliance, not around it.
Learn moreAI adoption your CCO can examine with confidence
A firm-wide AI use policy, vendor due diligence, and the books-and-records side of AI-generated content. Fractional AI leadership fluent in the RIA compliance stack.
Learn moreA web presence as considered as your client experience
Understated, fast sites for firms that compete on trust: advisor profiles, philosophy pages, ADV and CRS surfaced properly, and structured data throughout.
Learn moreMarketing Rule aware by design
We build public copy against SEC Rule 206(4)-1 from the first draft: testimonials, performance, and third-party ratings handled with the disclosures the rule requires.
Discretion first
Precision over volume. Your firm is named for the searches you choose and stays quiet everywhere else. No mass-marketing noise around a private brand.
Honest measurement
We architect for accurate AI description and measure it on a set schedule: Day 30, 60 and 90 on the 90-Day Plan, then monthly if you keep us on hours. We never guarantee a specific AI output, because no honest firm can.
Related reading
Who you work with
“I help regulated practices get found, trusted, and cited by AI, before it hands their best clients to lesser competitors.”
Brandon Aday, Founder, Aday Interactive, Inc.
Founded the firm in 2002. Seven years at Microsoft Latin America, then digital growth at Univision, Catalina Mobile Payments, and Cascade Financial Technology, and AI work at Southern Glazer’s Wine & Spirits. He leads every engagement personally.
Meet Brandon →Compliance posture
Aday Interactive, Inc. builds marketing systems with reference to SEC Rule 206(4)-1 (the Marketing Rule), FINRA Rule 2210 where applicable, and GLBA privacy obligations. We are not a law firm, a compliance consultant of record, or a registered adviser. Your CCO retains final review.
Last reviewed 2026-07.
See what an examiner and an AI engine see
The scan takes about a minute, touches no private data, and shows your top exposures before you talk to anyone.
Run the free Marketing Rule Exposure ScanNot ready to talk? Download the free Wealth & Family Offices guide.