# Wealth Advisor AI Cold Outreach Drip

## Email 1: Hook

**Subject:** Managing client portfolios just got easier

**Body:**
Most wealth advisors spend 3+ hours weekly on portfolio reviews and rebalancing decisions. We built Wealth Advisor AI to reclaim that time.

It automates client risk analysis, identifies rebalancing opportunities across accounts, and flags life-event triggers before your clients think about them.

Think of it as a second set of eyes on every portfolio, 24/7. The time savings alone makes it worth a conversation.

Worth a quick call this week?

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## Email 2: Authority

**Subject:** How top RIAs are using AI in 2026

**Body:**
The wealthiest advisors aren't writing more analyses. They're using AI to spot patterns human eyes miss.

Wealth Advisor AI reviews client situations against your benchmark clients, spots concentration risks, and suggests tax-loss harvesting opportunities automatically.

Our clients report: 2.5 hours saved per advisor weekly, 15% increase in proactive client touchpoints, and zero retraining needed.

We've worked with firms from $100M to $5B AUM. If that's in your ballpark, let's talk.

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## Email 3: Proof

**Subject:** It caught a $40K tax optimization we missed

**Body:**
Sarah at Cornerstone Wealth: "Our team reviewed a client with $2M in taxable accounts. Wealth Advisor AI caught a wash-sale risk and three tax-loss harvesting opportunities we'd normally catch in Q4 planning. It was worth $40K in tax savings."

That's one client. One review.

Most advisors run scenarios like this monthly or quarterly. Wealth Advisor AI runs them continuously on every account, every day.

Small changes add up to meaningful client value.

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## Email 4: Integration Support

**Subject:** Does it work with Schwab, Fidelity, Addepar?

**Body:**
Great question. We get this first.

Wealth Advisor AI integrates with Schwab, Fidelity, Addepar, and Morningstar directly. No data entry. No manual syncs. It pulls holdings, benchmarks, and risk exposure in real time.

If you use a different custodian or platform, we work with it via API or CSV import. Setup takes a few hours, not weeks.

Security is institutional-grade: AES-256 encryption, SOC 2 Type II, full data residency control.

Let's discuss your specific setup.

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## Email 5: Close

**Subject:** Your next step

**Body:**
This week I'm scheduling 20-minute demos for advisors who manage $50M+ AUM.

It's zero-pressure. We show you three real client scenarios and how Wealth Advisor AI would handle them. You'll know in 20 minutes if it fits your workflow.

Open Tuesday 10am PT, Wednesday 2pm PT, or Thursday 9am PT?

Looking forward to showing you this.