Question 1

What is VastAdvisor?

Accepted Answer

VastAdvisor is an AI-Governed Organic Growth Platform built for RIAs and wealth management enterprises that want to replace rented demand with owned growth.
It unifies audience intelligence, content, campaigns, and compliance into a governed, self-learning system that compounds over time—so growth becomes predictable, auditable, and defensible.
VastAdvisor doesn’t chase leads or automate noise.

It applies AI governance to how growth happens—ensuring every message, campaign, and decision is policy-aware, compliance-aligned, explainable, and continuously optimized based on real performance data.
This is not “AI content.”

It’s AI-governed infrastructure for sustainable, organic growth.

Question 2

Who are the primary users of VastAdvisor?

Accepted Answer

VastAdvisor is built for independent RIAs ($50M–$5B+ AUM), multi-advisor firms and boutiques, RIA aggregators, and enterprise wealth platforms. It is ideal for firms aiming to own their growth rather than relying on external lead sources like SmartAsset or unauditable agencies.

Question 3

How is VastAdvisor different from lead brokers like SmartAsset?

Accepted Answer

Lead brokers sell shared, opaque leads at escalating prices.
VastAdvisor builds a proprietary growth engine:
 • You own the audience
 • You control attribution
 • You see every signal
 • Costs compound downward over time
Most firms reduce CPL by 10–30× once the system is live—because the intelligence compounds instead of resetting every month.

Question 4

Does VastAdvisor replace my marketing agency?

Accepted Answer

Yes—by design.
Agencies:
 • Don’t learn your data
 • Don’t retain institutional knowledge
 • Don’t compound intelligence
 • Charge forever
VastAdvisor becomes your internal growth infrastructure, with AI that learns your firm’s tone, ICPs, compliance rules, and performance history over time.

Question 5

Is VastAdvisor compliant with SEC and FINRA rules?

Accepted Answer

Compliance is embedded at the architecture level, not bolted on.
VastAdvisor includes:
 • Preemptive compliance screening
 • Firm-specific guardrails
 • Audit trails for all AI outputs
 • Explainability and confidence scoring
 • Alignment with SEC Marketing Rule, FINRA 2210, and NIST AI frameworks
Every action is logged. Every output is auditable.

Question 6

Is VastAdvisor just for client acquisition?

Accepted Answer

No.
Firms also use VastAdvisor to:
 • Recruit advisors
 • Support enterprise marketing teams
 • Centralize compliance workflows
 • Improve firm valuation through repeatable growth systems
Growth intelligence applies everywhere.

Question 7

What does VastAdvisor replace?

Accepted Answer

Typically:
 • Lead brokers
 • Marketing agencies
 • Disconnected ad tools
 • Manual compliance review processes
 • Guesswork attribution
What it replaces is inefficiency.

Question 8

What happens if we already have a CRM?

Accepted Answer

That’s ideal.
VastAdvisor activates your CRM data instead of letting it sit idle.

Clean data compounds faster. Dirty data just costs more.

Question 9

How is pricing structured?

Accepted Answer

VastAdvisor is a subscription platform, not a rev-share, not a per-lead tax.
You’re investing in infrastructure, not renting outcomes.
Pricing scales by firm size, complexity, and intelligence depth.

Question 10

Is this overkill for smaller RIAs?

Accepted Answer

Overkill is paying $300–$500 per lead forever.
The firms that win the next decade will be the ones that learn faster, not the ones with the biggest budgets.

Question 11

What’s the real advantage here?

Accepted Answer

Learning speed.
In the AI era, growth advantage comes from how quickly your system:
 • Interprets data
 • Adjusts messaging
 • Improves targeting
 • Reduces waste
VastAdvisor turns growth into a self-improving system.

Question 12

What’s the next step?

Accepted Answer

If you want to:
 • Replace lead brokers
 • Lower CAC permanently
 • Build a defensible growth moat
 • Own your data and intelligence
Then the next step is simple: see the system in action.

FAQs

Built for How Modern RIAs Actually Grow

Platform, intelligence, compliance, and ownership—explained.