Client Results
Multi-Advisor RIA · Atlanta, GA
Multi-Advisor Wealth Practice, Atlanta GA
20%+ reduction in operational hours within 90 days
- Automated client meeting notes and follow-up emails, eliminating 6+ hours of manual documentation per week
- Rebuilt the CRM workflow so advisors spend time on clients, not on data entry
- Deployed AI-assisted client reporting that cut preparation time from half a day to under an hour
- Trained the full advisory team on daily AI tool usage with zero disruption to existing client relationships
Independent RIA · Southeast
Independent Advisory Firm
100+ AI tools evaluated, 12 implemented
- Conducted a full workflow audit to identify the highest impact areas before recommending any tools
- Selected and deployed 12 tools across financial research, client communication, and back-office operations
- Reduced time spent on investment research summaries by integrating AI into the existing portfolio review process
- Built an internal knowledge base so the team can find answers without interrupting advisors
Multi-Firm Network · LPL Financial
Multi-Firm Network Engagement
30 researchers across 3 universities
Brown University, UC Irvine, and University of Georgia
- Scaled AI implementation across four firms simultaneously through LPL Financial's broker-dealer network
- Standardized onboarding, CRM, and reporting workflows across all four practices for consistency and efficiency
- Built a nationally distributed research team of 30 to support ongoing tool evaluation and implementation
- Created firm-specific AI adoption roadmaps so each practice could move at their own pace without falling behind
Don't take our word for it.
Firms managing over a billion dollars in assets trust Core Consulting.
“Honestly I was skeptical at first. We had tried a few AI tools before and they never really stuck. Vishwa came in, actually learned how we operated, and built something that fit. Our team uses it every day now without thinking about it.”
CEO, Wealth Management Firm
“What stood out was that he wasn't just handing us a list of tools. He understood what was slowing us down and fixed it. Client reporting used to eat up half our week. It doesn't anymore.”
Senior Advisor, Independent RIA
“We're a small team so every hour matters. The systems he put in place gave us capacity we didn't have before. It genuinely felt like adding a staff member without the overhead.”
Principal, Independent Advisory
“Young, sharp, and surprisingly easy to work with. He didn't overcomplicate anything. Came in with a clear plan, executed it, and checked in regularly. Would bring him back without hesitation.”
Director of Operations, Advisory Firm
“We were hesitant about AI. We had seen other firms implement tools that nobody actually used. Core Consulting took a completely different approach. They spent time understanding how we work before suggesting anything.”
Managing Partner, Regional RIA
“The reporting time savings alone paid for the engagement in the first month. Everything after that has been pure operational upside.”
COO, Independent RIA
“Honestly I was skeptical at first. We had tried a few AI tools before and they never really stuck. Vishwa came in, actually learned how we operated, and built something that fit. Our team uses it every day now without thinking about it.”
CEO, Wealth Management Firm
“What stood out was that he wasn't just handing us a list of tools. He understood what was slowing us down and fixed it. Client reporting used to eat up half our week. It doesn't anymore.”
Senior Advisor, Independent RIA
“We're a small team so every hour matters. The systems he put in place gave us capacity we didn't have before. It genuinely felt like adding a staff member without the overhead.”
Principal, Independent Advisory
“Young, sharp, and surprisingly easy to work with. He didn't overcomplicate anything. Came in with a clear plan, executed it, and checked in regularly. Would bring him back without hesitation.”
Director of Operations, Advisory Firm
“We were hesitant about AI. We had seen other firms implement tools that nobody actually used. Core Consulting took a completely different approach. They spent time understanding how we work before suggesting anything.”
Managing Partner, Regional RIA
“The reporting time savings alone paid for the engagement in the first month. Everything after that has been pure operational upside.”
COO, Independent RIA
This is the kind of work we do.
We work with a limited number of firms each quarter.