Fractional AI Partnership for Loftin Wealth Partners

A phased engagement to move your team from AI-curious to AI-native: building fluency first, then proving value with targeted automation, then scaling across the practice.

The Three Phases

1 / Guide

$2,000/mo

April - June 2026

Live training sessions with the LWP team
Custom prompt library built for LWP workflows (commentary, compliance, client prep)
Workflow mapping: sit with each team member, document where AI saves time
Lightweight tooling: connections between your existing systems and AI workflows
Strategic oversight of all AI adoption efforts, including collaboration with Jarrod Shirley
Prioritized agent roadmap delivered by end of phase

2 / Prove

$4,500/mo

July - September 2026

Build and deploy 2-3 high-ROI AI agents identified in Phase 1
Priority targets: compliance monitoring, rebalancing documentation, client communication drafting
Agents run on real workflows with measurable time and cost savings
Ongoing training and prompt refinement as the team's AI fluency deepens
Monthly ROI reporting: hours saved, error reduction, capacity gained

3 / Build

Scoped in Phase 2

October 2026+

Full AI operations build-out across the practice
Agent suite covering: meeting lifecycle, investment commentary, client onboarding, planning prep, trading documentation
Integration across your tech stack (Wealthbox, Black Diamond, E-Money, Y-Charts)
Kairos manages your AI operations layer as an ongoing platform
Scope and investment shaped by Phase 2 results and your priorities

Return on Investment

The Goal: Double Your AUM Without a Single Full-Time Hire

The biggest constraint on growth isn't deal flow or reputation. It's capacity. Every new client adds meetings, follow-ups, compliance work, and documentation. At some point, you either hire or stop growing.

Our goal is to build an operations layer that lets your current team manage twice the AUM you have today without adding full-time headcount. That's a structural change to the economics of your practice.

Phases 1 & 2 Investment

$19,500

Target: Team Hours Recovered

15-25 hrs/week

by year end, across advisory and ops staff

Next Full-Time Hire Avoided

$80K-$150K/yr

How We Work Together

Jarrod Shirley Teaches the team to use AI tools. Builds habits, refines prompts, conducts training sessions and interviews. Gets everyone comfortable and productive with off-the-shelf AI. This is education.

Kairos Garage (Jonathan Sloan) Maps workflows, builds custom agents, integrates your tech stack, and manages the platform that runs it all. Turns AI fluency into operational infrastructure that works on its own. This is engineering.

Both matter. Only one ships product. Kairos coordinates with Jarrod to avoid duplication and ensure every dollar moves the practice forward.

Outrider: Your AI Operations Platform

In Phases 2 and 3, Kairos deploys agents on Outrider, our proprietary platform for running AI workflows across your practice. Here's what that means for LWP.

What Outrider Does

Outrider is Kairos's agent orchestration platform, currently in production managing autonomous AI workflows across multiple businesses. It runs agents on your behalf, on configurable schedules, across your operations. Instead of your team remembering to use AI tools, Outrider runs agents that do the work automatically and surface results for review.

Scheduled Agents

Agents run on the schedules that make sense for each task. Compliance checks run daily. Market commentary drafts before your Friday send. Client prep before Monday meetings. Nothing falls through the cracks.

Full Visibility

Every agent run is logged and auditable. A morning briefing summarizes what ran overnight and what needs your attention. You see exactly what AI did, reviewed before anything is sent or filed.

Human in the Loop

Agents draft, organize, and flag. Humans review, approve, and decide. Nothing goes to a client, into a compliance record, or onto your website without a team member signing off.

Connected to Your Tools

Agents work with the systems you already use. Wealthbox, Black Diamond, E-Money, Y-Charts. No rip-and-replace. AI meets your team where they already work.

Example Agents for LWP

Specific agents will be scoped during Phase 1 based on workflow mapping. These are representative examples based on what we know about LWP today.

Compliance Monitor

Daily

Reviews client communications and meeting notes for compliance gaps. Flags items that need documentation before LPL audit.

Investment Commentary

Weekly

Pulls Dorsey Wright signals, drafts market commentary in LWP's voice. James edits, Cindy reviews. Same draft feeds newsletter, LinkedIn, quarterly reports. Saves ~2 hrs/week (currently 2-3 hrs manual).

Meeting Prep

Daily

Assembles pre-meeting briefs from Wealthbox data: last notes, open tasks, account changes, talking points. Ready before the first meeting of the day.

Rebalancing Review

Weekly

Scans portfolios against LWP's allocation framework and RS signals. Generates rebalancing memos with trade rationale for Connor's review.

Client Onboarding

On Trigger

When a new client enters Wealthbox, assembles welcome packets, triggers workflow checklists, and drafts introductory communications for Grant.

Post-Meeting Follow-Up

On Trigger

After a meeting is transcribed, drafts follow-up email, creates action items in Wealthbox, and logs notes to the client record. Grant reviews and sends. Saves ~30 min per meeting.

Why This Matters

Off-the-shelf AI tools require your team to remember to use them. Outrider flips that model: agents do the work on schedule, and your team reviews the output. The difference is between "we have AI tools" and "AI runs part of our operations." That's the gap between Phase 1 and Phase 3, and it's what Kairos builds for you.