Which AI tool fits my practice?
Compare products without sitting through another sales pitch. Bring the options and we will sort through the tradeoffs together.
→AI Office Hours for RIAs and Financial Advisors
Talk through AI tools and workflow decisions.
Direct access to Christopher Baker for one named RIA owner, financial advisor, or financial planner. Bring the options, task, and constraints; decide what to test, buy, postpone, or scope separately.
Work directly with Christopher. SDSU finance student and founder of Advisor Intelligence.
2 hoursDirect consultation each month
1 personThe membership follows you
Next business dayReturn-call target
Month to monthNo long-term contract
Questions you can bring
Bring the tool, task, or decision.
Compare options, work through a prompt or workflow, plan training, or decide what an AI development means for your practice.
Where could AI save me time?
Walk through a task, client-service process, or Salesforce-connected workflow and find the practical next move.
→How do I get better answers?
Improve prompts, research methods, and everyday ways of working with the AI tools you already have.
→How should I train my team?
Plan a focused session, create useful examples, and decide what your staff should understand first.
→Can AI help with a personal project?
The membership follows you, not your company. Personal experiments and side projects are fair game too.
→Where is the industry going?
Talk through new models, vendor announcements, and what current AI shifts may mean for an advisory practice.
→The membership
One direct line for the AI decisions on your desk.
Come with a half-formed idea, a tool you are considering, or a question you have not had time to research. We will work through it together.
Talk it through
Scheduled calls or spontaneous questions when you need another brain on the problem.
Make a decision
Leave with a recommendation, a simple framework, or a concrete next step.
Stay current
Ask what a new AI release or industry change may mean for the way you work.
Keep it personal
Your membership can cover practice questions, team training, or your own projects.
AI Office Hours
$299/ month
For one named RIA owner, financial advisor, or financial planner
- ✓Two consultation hoursCalls count toward the monthly time.
- ✓Brief questions includedQuick, focused questions by text or email.
- ✓Direct access to ChristopherNo account manager or ticket queue.
- ✓Month-to-month membershipCancel before your next renewal.
Unused time does not roll over. Implementation is quoted separately.
How it works
How the membership works
One named member gets direct access to Christopher.
- 01
Bring the question
Call, schedule time, or send a brief text or email when an AI question comes up.
- 02
Talk with Christopher
Christopher researches the question, compares the options, and helps you identify the next decision. Implementation remains separate.
- 03
Leave with a next move
Make the decision yourself with a clearer recommendation, useful context, and a practical next step.
About Christopher
About Christopher Baker
I'm Christopher Baker, a finance student at San Diego State University and the founder of Advisor Intelligence.
I test AI tools and build scoped workflow prototypes for professional-services firms. Office Hours does not include implementation, and members should not send sensitive client data through ordinary contact channels.
If I do not know an answer, I will say so, research the question, and return with the sources and tradeoffs I found.
Independent service from Advisor Intelligence. Not affiliated with or endorsed by SDSU.A clear fit
Who it is for and what it excludes
+ This is a fit if
- You are an independent financial advisor, RIA owner, or financial planner.
- You want a person to call before choosing a tool or changing a workflow.
- You value practical answers and are comfortable making the final decision.
- You want broad AI help without hiring a full-time technology leader.
− This is outside the membership
- Insurance agencies and insurance-led organizations.
- Legal, compliance, investment, tax, accounting, or cybersecurity advice.
- Implementation, integrations, audits, or custom builds without a separate quote.
- Sensitive client data, credentials, or regulated records sent through normal contact channels.
Questions, answered
The details before you join.
Still unsure? Call or text Christopher directly.
619‑851‑2215What counts toward the two hours?
Scheduled conversations and live phone calls count toward your monthly two hours. Brief text and email questions are included for quick, focused answers.
What happens when I call?
If Christopher cannot answer, he returns the call no later than the next business day.
Do unused hours roll over?
No. The membership is ongoing access and reserves capacity each month, so unused consultation time does not roll over.
Can someone else at my firm use my hours?
The membership belongs to one named individual. A teammate may join a conversation when it helps answer your question, but the membership cannot be shared across a company.
Can Christopher build something for me?
Yes, when the project is a fit. Implementation, integrations, audits, and custom training are scoped and quoted separately.
Can I cancel anytime?
Yes. The membership is month to month. Contact Christopher to cancel before the next renewal and your access will continue through the paid billing period.
What should I avoid sending?
Do not send sensitive client data, account credentials, private keys, or regulated records through ordinary phone, text, or email channels.
AI Office Hours
Two hours a month for one named member.
$299 per month. Brief text and email questions are included. Implementation is separate.