Modern American Advisor × AIdentified | 2027 Annual Partnership
Reach the RIA Leaders Who Can Buy Across Their Teams.
A coordinated growth partnership designed to identify scaling RIA firms with multi-license potential, reach the executives responsible for growth investment, and move qualified buyers toward substantive conversations with AIdentified.
Advisors use the platform. Firm leaders determine whether it gets deployed across the organization.
- Who
- Scaling RIA firms with multi-license potential.
- Buyer
- Executives capable of approving firm-level adoption.
- Outcome
- Qualified commercial conversations for AIdentified.
The Commercial Opportunity
Advisors Use It. Firm Leaders Fund Its Adoption.
AIdentified already has the technology. MAA's role is to identify RIA firms with multi-license potential, reach the executives who can authorize adoption, educate those buyers on the use case, and create qualified opportunities for AIdentified's sales team.
AIdentified does not simply need access to individual advisors. Its larger opportunity is reaching the executives inside scaling RIA firms who can deploy it across multiple advisors and approve a larger investment.
The economic thesis
The economics change when the conversation moves from one advisor evaluating one license to a firm evaluating adoption across a team.
1
advisor, one license
Firm
adoption across a team
Who We Need to Reach
The Executives Who Approve Firm-Wide Adoption.
Priority buyers
- Chief Marketing Officers and Heads of Marketing
- Heads of Growth and Heads of Business Development
- Owners and Managing Partners
- Other executives responsible for growth investment and technology adoption
Target firms
Scaling RIAs with a relevant client intelligence or prospecting need and the potential to purchase multiple AIdentified licenses.
The use case we will teach
Client intelligence
Surface relevant life events and changes that give advisors a reason to reach out with timely attention.
Prospect intelligence
Help advisors identify potential clients and prioritize business development.
The firm-level question: how can our team recognize opportunities sooner and act on them more consistently?
Why Modern American Advisor
One Audience. Multiple Touchpoints. One Coordinated Path Toward Commercial Conversation.
MAA is not an email list or a traditional publisher. It is the coordination layer across the capabilities below, working together against the same commercial objective.
- Audience intelligence
- Financial media
- Editorial authority
- Educational programming
- Executive access
- Targeted distribution
- Direct qualification
- Relationship development
- 30,000+
- RIA and dual-registered advisory firms
- 90,000+
- RIA professionals
- 340,000+
- Combined investment professionals
These figures describe MAA's mapped and targetable market universe. They are not subscriber counts, an opted-in list, or guaranteed campaign delivery. The AIdentified program will focus on a validated subset of relevant RIA firms and purchasing decision-makers.
Founder Alex Sullivan brings more than two decades of financial publishing experience, including IFA Magazine and Wealth DFM. MAA's editorial platform includes WealthTech & AI, Data & Market Intelligence, and Growth & Performance. Derrick Kinney serves as Podcast Host & Growth Performance Editor.
How MAA Creates Commercial Opportunity
From the Right Firm to a Qualified Conversation.
01
Identify
Validate the audience and agree the firms and decision-makers worth pursuing.
02
Reach
Targeted Audience Activation, curated email, and website advertising put AIdentified in front of the right executives.
03
Educate
Editorial, webinars, interviews, and podcasts explain the practical use case.
04
Qualify
Trained callers confirm buying responsibility, need, and multi-license potential.
05
Hand off
Qualified conversations pass to AIdentified's sales team, tracked in HubSpot.
Gold Standard | Priority RIA Account Program
Every Channel Pointed at the Firms AIdentified Wants to Win.
At launch, MAA and AIdentified define a priority universe of scaling RIA firms with meaningful multi-license potential.
MAA maps and validates the marketing, growth, business development, ownership, and executive decision-makers within those firms.
Engagement, editorial exposure, webinar participation, calling, qualification, and selected introductions are then coordinated around those accounts all year.
01
Define
- Priority firm identification
- Decision-maker mapping
- Contact validation and enrichment
02
Engage
- Targeted Audience Activation
- Coordinated email and digital exposure
- Webinar and demo engagement
03
Qualify
- Direct calling and qualification
- Selected introductions where appropriate
- Firm-level engagement tracking
04
Convert
- Sales handoff to AIdentified
- Tracking from engagement to qualified opportunity
The priority firm list and its size are agreed at launch. Meeting volume is not guaranteed.
Recommended | Create Enterprise Opportunities
Gold Standard
Built to Create Multi-License Opportunities Inside Scaling RIA Firms
Gold Standard coordinates MAA's audience intelligence, executive access, education, editorial, targeted distribution, and direct follow-up around one commercial objective: identifying RIA firms with enterprise potential and moving the right decision-makers toward qualified sales conversations with AIdentified.
$80,000
Total annual investment
The strategy is designed around firm-level adoption, not individual license acquisition, so the commercial opportunity compounds when a qualified RIA deploys AIdentified across multiple advisors.
Impressions, content, podcast appearances, and email sends are the mechanisms.
The objective is qualified pipeline with firms capable of multi-license adoption.
01 Priority account intelligence
- Database audit and decision-maker segmentation
- Contact enrichment for the jointly agreed priority firm list
- Firm-level engagement tracking across every channel
02 Buyer education and demand
- Monthly Targeted Audience Activation, segmented by firm profile, role, and buying criteria
- Nine highly curated, targeted email deployments to CMOs, owners, and founders
- Coordinated website run-of-site (ROS) advertising
- Three co-hosted webinars with practical platform demonstrations, tracked in HubSpot
03 Direct qualification and sales handoff
- 40 call center hours for buyer identification, qualification, and follow-up
- Interest-based follow-up sequences
- Selected introductions where fit and mutual interest are confirmed
- Qualified handoffs to AIdentified's sales team
04 Executive visibility and access
- Three in-person interviews at Future Proof Citywide, each with edited video and three highlights
- Three Derrick Kinney podcast episodes with three clips each, subject to availability and agreement
- Potential CMO luncheon invitation for one representative, subject to host approval and availability
05 Content and market authority
- Dedicated AIdentified-sponsored editorial section and campaign landing page
- Four featured articles, each also delivered as a designed PDF for AIdentified's social sharing
- A compiled annual editorial edition and reusable finished assets
06 Measurement and optimization
- Monthly optimization and reporting
- Named-firm reporting by campaign and sales stage
Additional strategic benefit: AI search visibility
An AEO audit of AIdentified's visibility in answer-engine responses, a focused strategy around the questions RIA buyers ask, and editorial and landing page recommendations. MAA provides the audit, strategy, and recommendations; AIdentified's team implements them. No AI search position is guaranteed.
Package Comparison
Three Levels, Three Commercial Objectives.
Foundation
$30,000
Validate the Market
Establish AIdentified's position with relevant RIA buyers and learn which firms, roles, messages, and use cases generate meaningful interest.
Growth
$50,000
Build Demand
Sustained visibility and education among RIA growth leaders, with direct follow-up and qualification. Ongoing market engagement without the full priority-account strategy.
Gold Standard | Recommended
$80,000
Create Enterprise Opportunities
The full MAA ecosystem coordinated around priority RIA firms with multi-license potential, from named-account targeting through sales handoff.
Priority RIA Account Program
- Foundation
- Not included
- Growth
- Not included
- Gold Standard
- Included
Audience audit and decision-maker segmentation
- Foundation
- Included
- Growth
- Included
- Gold Standard
- Included
Contact enrichment within the agreed target audience
- Foundation
- Included
- Growth
- Included
- Gold Standard
- Priority firm list
Dedicated sponsored editorial section and campaign landing page
- Foundation
- Included
- Growth
- Included
- Gold Standard
- Included
Featured articles, each with a designed PDF for social sharing
- Foundation
- 2
- Growth
- 3
- Gold Standard
- 4
Highly curated targeted email distribution to CMOs, owners, and founders
- Foundation
- 3
- Growth
- 6
- Gold Standard
- 9
Website run-of-site (ROS) ad campaign
- Foundation
- Included
- Growth
- Included
- Gold Standard
- Included
Co-hosted webinars or demonstrations
- Foundation
- 1
- Growth
- 2
- Gold Standard
- 3
Future Proof Citywide in-person interviews
- Foundation
- 1
- Growth
- 2
- Gold Standard
- 3
Edited recording and three highlights per interview
- Foundation
- Included
- Growth
- Included
- Gold Standard
- Included
Derrick Kinney podcast episodes
- Foundation
- Not included
- Growth
- Subject to confirmation
- Gold Standard
- 3
Podcast promotional clips
- Foundation
- Not included
- Growth
- 3
- Gold Standard
- 3 per episode
Call center hours
- Foundation
- 10
- Growth
- 20
- Gold Standard
- 40
Interest-based follow-up sequences
- Foundation
- Not included
- Growth
- Included
- Gold Standard
- Included
Selected relationship introductions
- Foundation
- Not included
- Growth
- Subject to fit and interest
- Gold Standard
- Subject to fit and interest
AEO audit and AI search visibility strategy
- Foundation
- Not included
- Growth
- Not included
- Gold Standard
- Included
Reporting cadence
- Foundation
- Monthly
- Growth
- Monthly
- Gold Standard
- Monthly
Total annual investment
- Foundation
- $30,000
- Growth
- $50,000
- Gold Standard
- $80,000
Quantities are annual totals, scheduled with AIdentified's marketing calendar. Interview recap articles count toward the article allocation, and the compiled annual edition is delivered at the close of the campaign. Audience and enrichment quantities are agreed before contracting.
Executive Access at Future Proof
Executive Proximity, Not Just Event Attendance.
Future Proof Citywide brings AIdentified's message into higher-value executive conversations. Gold Standard uses it to build relationships with the leaders who shape growth investment.
Gold Standard components
- Three in-person interviews, captured, edited, and distributed through MAA channels
- Finished recordings and highlights for AIdentified's own use
- Relevant executive introductions where fit and mutual interest exist
- Potential invitation for one AIdentified representative to the CMO luncheon, subject to host approval and availability
Foundation includes one interview and Growth includes two. Participants, format, scheduling, and event access are agreed before activation.
Measurement and Sales Handoff
Measure Commercial Progress, Not Vanity Metrics.
- Priority RIA
- Decision-maker identified
- Engagement
- Need confirmed
- Multi-license potential
- Qualified demonstration
- AIdentified sales handoff
- Opportunity
- Revenue
MAA helps create and qualify the opportunity.
AIdentified owns demonstration, pricing, closing, implementation, and sales follow-through.
A qualified meeting
The firm matches the agreed profile; the attendee owns or influences the purchasing decision; a relevant need is confirmed; there is plausible capacity for multiple licenses; and the attendee agrees to a substantive sales conversation or demonstration.
Commercial scorecard
- 01Relevant firms identified
- 02Verified decision-makers
- 03Engaged priority firms
- 04Qualified demonstrations booked
- 05Qualified demonstrations held
- 06Opportunities accepted by AIdentified
- 07Cost per held qualified meeting
- 08Pipeline created, where AIdentified supplies sales outcomes
- 09Revenue influenced, where AIdentified supplies sales outcomes
Supporting measures: Targeted Audience Activation performance, email delivery and clicks, website ad engagement, editorial engagement, webinar registrations and attendance, podcast and video engagement, and calling outcomes.
Email engagement is campaign interest, not verified buying intent. Booked and held meetings are reported separately; targets are set after audience validation and initial calling. Meeting volume and revenue are not guaranteed.
Annual Rollout
Twelve Months. One Coordinated Plan.
Months 1–3
Define and Launch
Agree the ideal RIA profile and priority accounts, map the program to AIdentified's marketing calendar, validate and enrich the audience, and begin outreach. For Gold Standard, complete the AEO audit.
Months 4–6
Educate and Qualify
Publish articles, deliver webinars, and follow up with engaged decision-makers. Schedule the podcast with Derrick Kinney's team.
Months 7–9
Deepen and Activate
Continue editorial, interviews, and webinars, extend follow-up to newly engaged firms, and prioritize qualified demonstrations.
Months 10–12
Convert and Review
Advance qualified conversations, complete remaining activity, and review engaged firms, held meetings, and accepted opportunities.
Commercial Terms
Clear Terms Before Launch.
- All prices are total investments for a twelve-month campaign.
- Deliverable quantities are annual totals, scheduled in coordination with AIdentified's marketing calendar.
- Final audience scope, enrichment quantities, and delivery costs will be agreed before contracting.
- AIdentified software licenses are separate from MAA's campaign investment.
- Additional paid advertising or in-person events require separate scope.
- Future Proof scheduling, access, admission, and incremental travel or production costs will be addressed in the final agreement.
- Derrick Kinney's participation is subject to availability and agreement. CMO luncheon access is subject to host approval and availability.
- AEO deliverables are an audit, a written strategy, and recommendations. AIdentified's team implements any resulting changes. No position in AI search results is guaranteed.
- Designed PDFs carry MAA sponsorship labeling and AIdentified's approved branding; formats and usage rights are agreed before the first article publishes.
- AIdentified supplies product expertise, demonstration availability, approved product claims, and timely sales follow-up.
Next Step
Build the Program Around the Firms AIdentified Wants to Win.
The first step is to agree on AIdentified's ideal RIA profile, multi-license criteria, and priority buyer roles. MAA will then validate the addressable audience and build the annual activation plan around the firms with the strongest commercial potential.