Applied AI for RIA Organic Growth

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Jonathan Michael

About

Jonathan Michael

WealthTech/GTM Executive

Perplexity AI Business FellowPerplexity AI Business Fellow

Jonathan works at the intersection of AI, data infrastructure and wealth management—helping RIAs, wealth platforms and PE-backed firms design agentic workflows that actually move business metrics.

Jonathan also writes a weekly newsletter, Wealth Management Prompts, sharing practical prompts, patterns and implementation notes for advisors and wealth platforms.

Case Studies

RIA case study interviews around compliant content marketing & organic growth

Case Study 1

Buff Dormeier, Chief Technical Analyst at a $4B AUM RIA on How AdvisorX Augments his Productivity

Learn how a Forbes-recognized wealth advisor uses AI to save time and improve client communication

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Case Study 2

Case Study: Why Wealth Advisors from this Modern RIA Use AdvisorX

See how a fast-growing wealth management firm produces quality content faster with AI

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Case Study 3

Michael Reynolds, CFP® on how AdvisorX helps with 95% Automation of Weekly Client Communications

Discover how one advisor achieves 95% automation in client communications while maintaining quality

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Case Study 4

Jacob Rieger, CFP® CIO of Vaultis Private Wealth on Breaking into the RIA Channel with AdvisorX

Watch how a new RIA uses AI to create targeted content for niche audiences and scale efficiently

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Firms I've worked with

Selected RIAs, RIAs-in-transition, and wealth platforms I've partnered with.

Video Archive

Deep dives, tutorials, and conversations focused on AI agents, workflows, and data infrastructure for wealth management.

AI for Wealth Advisors: 10 Prompts to Stop Hallucinations
Prompt Engineering

AI for Wealth Advisors: 10 Prompts to Stop Hallucinations

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Advisor Onboarding Packages in Minutes (Not Hours) with Claude Skills
Claude Skills & Automation

Advisor Onboarding Packages in Minutes (Not Hours) with Claude Skills

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The AI Agent Tsunami: How Financial Advisors Must Niche to Survive
Agents & Positioning

The AI Agent Tsunami: How Financial Advisors Must Niche to Survive

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Will AI Replace Financial Advisors? Adam Dell on the Future of Wealth
Future of Advice

Will AI Replace Financial Advisors? Adam Dell on the Future of Wealth

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Is Your AI Agent Just a Workflow? The Truth About 'Autonomy' in Financial Services
Agent Design

Is Your AI Agent Just a Workflow? The Truth About 'Autonomy' in Financial Services

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See how agents can work for your firm

Move from experimentation to production agent workflows that actually augment your team's capacity.