Welcome. We built something for you.
Okay fine, let's be honest… it would be silly to waste this uptick in website traffic (kinda like after someone is on Shark Tank!)
So here's a free AI resource, an open invitation to talk shop about building an independent practice, and some fun shit we made.
Welcome. We built something for you.
Okay fine, let's be honest… it would be silly to waste this uptick in website traffic (kinda like after someone is on Shark Tank!)
So here's a free AI resource, an open invitation to talk shop about building an independent practice, and some fun shit we made.
Welcome. We built something for you.
Okay fine, let's be honest… it would be silly to waste this uptick in website traffic (kinda like after someone is on Shark Tank!)
So here's a free AI resource, an open invitation to talk shop about building an independent practice, and some fun shit we made.
FREE DOWNLOAD
The Advisor's AI Playbook
01
How a 5-person RIA uses AI to operate like a firm twice its size. Real tools, real costs ($11,144/year for our entire stack), and real prompts.
14 tools we actually use, ranked honestly
Core workflows with copy-paste prompts
Full cost breakdown by tool and seat count
What most advisors get wrong with AI
SCHEDULE A CALL WITH CHRIS
Thinking About Going Independent?
02
I left a traditional firm to build Iconoclastic from scratch. If you're considering the same leap, I'll tell you everything — the good, the ugly, and what I'd do differently.
30-minute breakaway consultation, no strings
Compliance, custody, tech stack decisions
Real numbers: startup costs, timeline, first-year economics
The stuff your BD will never tell you
PREVIEW ONLY
The AI Lab: See What We've Built
03
A fun retro 2D style video game where “the hero” aka the prospect/client navigates behavioral finance uncertainties like “The Opinion Forest” until ultimately they meet a sage wizard, “The Iconoclastic Guide”.
Learn how to create beautiful client presentations and proposals to show you take pride in your work like we do.
Fully built and tested “mortgage lab” to help your clients decide on things like cash-out refinancing
FREE DOWNLOAD
The Advisor's AI Playbook
01
How a 5-person RIA uses AI to operate like a firm twice its size. Real tools, real costs ($11,144/year for our entire stack), and real prompts.
14 tools we actually use, ranked honestly
Core workflows with copy-paste prompts
Full cost breakdown by tool and seat count
What most advisors get wrong with AI
SCHEDULE A CALL WITH CHRIS
Thinking About Going Independent?
02
I left a traditional firm to build Iconoclastic from scratch. If you're considering the same leap, I'll tell you everything — the good, the ugly, and what I'd do differently.
30-minute breakaway consultation, no strings
Compliance, custody, tech stack decisions
Real numbers: startup costs, timeline, first-year economics
The stuff your BD will never tell you
PREVIEW ONLY
The AI Lab: See What We've Built
03
A fun retro 2D style video game where “the hero” aka the prospect/client navigates behavioral finance uncertainties like “The Opinion Forest” until ultimately they meet a sage wizard, “The Iconoclastic Guide”.
Learn how to create beautiful client presentations and proposals to show you take pride in your work like we do.
Fully built and tested “mortgage lab” to help your clients decide on things like cash-out refinancing
FREE DOWNLOAD
The Advisor's AI Playbook
01
How a 5-person RIA uses AI to operate like a firm twice its size. Real tools, real costs ($11,144/year for our entire stack), and real prompts.
14 tools we actually use, ranked honestly
Core workflows with copy-paste prompts
Full cost breakdown by tool and seat count
What most advisors get wrong with AI
SCHEDULE A CALL WITH CHRIS
Thinking About Going Independent?
02
I left a traditional firm to build Iconoclastic from scratch. If you're considering the same leap, I'll tell you everything — the good, the ugly, and what I'd do differently.
30-minute breakaway consultation, no strings
Compliance, custody, tech stack decisions
Real numbers: startup costs, timeline, first-year economics
The stuff your BD will never tell you
PREVIEW ONLY
The AI Lab: See What We've Built
03
A fun retro 2D style video game where “the hero” aka the prospect/client navigates behavioral finance uncertainties like “The Opinion Forest” until ultimately they meet a sage wizard, “The Iconoclastic Guide”.
Learn how to create beautiful client presentations and proposals to show you take pride in your work like we do.
Fully built and tested “mortgage lab” to help your clients decide on things like cash-out refinancing
Let's talk shop.
Whether you're thinking about going independent or just want to compare notes on running a modern RIA, the door's open.
Let's talk shop.
Whether you're thinking about going independent or just want to compare notes on running a modern RIA, the door's open.
Let's talk shop.
Whether you're thinking about going independent or just want to compare notes on running a modern RIA, the door's open.