Quarterly re-audit plus implementation of the prioritised roadmap.
Most AI Discovery work compounds over 6-12 months. Foundation is the engagement that ships the fixes the Audit identifies.
For financial advisors specifically, the gap that this engagement closes is the Authority & Authorship signal — typically the lowest-scored of the eight signals across the Financial Advisors cohort. The trust signals that Financial Advisors need to demonstrate inside AI answers — AFSL number, FAAA membership, ASIC Relevant Provider registration, transparent fee structure, and published commentary — are exactly the surface this engagement builds.
The deliverable is quarterly re-audits, a named senior practitioner, monthly executive summary, and shipped remediation.
Everything is delivered against The Standard™, our published methodology, and executed by named credentialled practitioners — Practitioners, Specialists, and Fellows — registered through Certified™.
The Foundation Programme is designed to integrate with the operational rhythm of a financial advice practice. We schedule deep-work sessions around your busy periods, not in spite of them. The named senior practitioner is your single point of contact — there is no account-management overhead.
Most financial advisors retain Foundation Programme after running the AI Discovery Audit™ first. The Audit identifies whether this engagement is the right yield priority for your specific scorecard, and quantifies the expected lift.
This is not link-building, not generic SEO retainer work, and not a software subscription. Foundation Programme is a structured, methodology-driven institutional process. The deliverable is documented, the practitioner is named, the standard is published — and you receive a re-auditable score against the benchmark.
"AI Discovery work is methodical. The firms that compound on it are the ones that retain foundation programme-grade engagements, not the ones chasing tactics."
from $1,500/month. Pricing is set against scope, not seat-count or hours. You can see the published pricing on our Pricing page, and the Score Engine institutional licence is detailed there as a separate institutional tier ($250K–$700K for whole-firm licensing).
from $1,500/month. Scope is set after a 30-minute intake call. Pricing varies with practice scale and the number of financial advice practice entities to be audited or remediated.
12 months. For financial advisors, the calendar timeline is typically driven by your ability to provide named-principal interviews and supply existing brand assets; we move at the pace you can resource.
You receive quarterly re-audits, a named senior practitioner, monthly executive summary, and shipped remediation. For financial advisors specifically, the deliverable also includes a vertical-comparable benchmark sourced from The Index™.
Most AI Discovery work compounds over 6-12 months. Foundation is the engagement that ships the fixes the Audit identifies. For financial advisors, the signal disproportionately under-built across the cohort is Authority & Authorship — and Foundation Programme is the engagement that addresses it most directly.
The AI Discovery Audit™ delivers a 0–1000 score, an eight-signal breakdown, and a 90-day roadmap. From $800.
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