Building the AI-native RIA.
Tactive is where many of the ideas I discuss about AI-enabled advisor infrastructure, connected workflows, compliance-aware intelligence and the future operating model of financial advice are being tested.
Founder · Operator · Financial Services
AI Is Rewriting the Financial Industry.
I'm Joseph Gissy. I'm building, testing and documenting what happens when artificial intelligence stops being another tool and starts changing how financial companies actually operate.
What I'm focused on now
The AI-native financial company: what changes when AI becomes part of the operating architecture instead of another application in the stack.
01 / THE THESIS
This is bigger than another piece of software. It's a new operating model.
For years, financial firms have added technology one application at a time. A CRM. Planning software. Marketing tools. Portfolio technology. Compliance systems. Automation. Another dashboard.
AI changes that model.
The opportunity isn't simply to make today's financial company faster. It's to rethink how the company finds clients, sells, communicates, operates, supervises people and processes, uses data and ultimately delivers advice.
The companies that win won't simply use AI. They'll be built differently because AI exists.
Featured Idea
The AI-Native Financial Company
Everyone is talking about adding AI to financial services. I think that's the wrong way to look at it.
If you could build a financial company today knowing what AI can do, would you build it anything like the financial companies we already have?
Explore the Idea →
AI
Marketing
Operations
Sales
Compliance
What I'm Exploring
Six conversations worth owning.
AI is the center of gravity, but the real story is what it changes: companies, advisors, marketing, sales, technology, consumer behavior and the economics of financial advice.
01
AI + Future of Finance
Financial advice, institutions and consumer behavior in an AI-first world.
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02
The AI-Native Financial Company
AI agents, workflows, data, institutional knowledge and human judgment.
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03
Advisor Growth
Authority, acquisition, sales, systems and operating leverage.
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04
Modern Advisor Marketing
Search, content, media, funnels, CRM, acquisition and nurture.
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05
Advisor Sales + Conversion
Discovery, qualification, presentations, follow-up and conversion.
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06
Building Financial Companies
Products, people, technology, execution, mistakes and leadership.
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Behind the Build
Everyone is talking about the future. We're trying to build it.
Building the AI-Native RIA.
At Tactive Advisors, we're working on a larger experiment: what happens when you build an AI company inside an RIA?
Not another chatbot. Not another disconnected advisor tool. We're exploring how AI can connect marketing, sales, advisor workflows, operations, data, compliance and the client experience.
Some things will work. Some won't. Some of our assumptions will be wrong. That's exactly what makes the build worth documenting.
AI systems active
AI Command Center
Marketing
Sales
Advisor
Operations
Compliance
Intelligence
Connected intelligence
One financial company. Multiple AI systems.
Marketing Intelligence
Content, authority, acquisition, campaigns and consumer signals.
Sales Intelligence
Prospect context, qualification, objections and next-best actions.
Operating Intelligence
Workflow coordination, institutional knowledge and execution.
Compliance Intelligence
Policy context, review support and supervised workflows.
Watch
Ideas are better when you can see how they work.
One long-form teaching video every week covering AI, advisor growth, technology, marketing and the companies being built around the next generation of financial advice.
The Show
Bring me your biggest problem.
I don't want another podcast where two people spend an hour agreeing with each other.
Bring me a real advisory business and a real problem. Marketing. Sales. AI. Technology. Positioning. Operations. Growth.
I'll challenge the assumptions, tear apart what's not working and tell you what I would actually do next.
“Growth has stalled. What would you fix first?”
Ideas
What I'm thinking about right now.
No generic AI filler. No content just to hit a publishing calendar. The goal is to make something useful enough that you can take the idea and actually do something with it.
Deep Dive
How AI Is Actually Changing the Financial Advisor Business
Beyond meeting notes and ChatGPT prompts: what changes when artificial intelligence begins altering the operating model itself.
Read the idea →
How I Would Build It
How I Would Build a $100M Advisory Practice Today
What I would prioritize—and what I would refuse to waste money on.
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Point of View
The Advisor Tech Stack Is Not the Strategy
Owning software doesn't mean you've built an operating system.
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Joseph Gissy Research
2027
State of AI in Financial Advice
Original Industry Research
JG
Research
Opinions are useful. Evidence is better.
JosephGissy.com will publish original research, surveys, benchmarks and field observations examining how AI, technology, marketing and consumer behavior are reshaping financial advice.
Explore Research →
The Operator
I'm an operator before I'm a commentator.
I have opinions about building companies because I'm building them. I have opinions about advisor marketing because we're running campaigns. I have opinions about AI because we're building with it.
And I have opinions about mistakes because I've made plenty of them.
Founder + Operator
Products, companies, technology and execution.
4 AM Training
Fitness, competition, discipline and doing hard things on purpose.
Leadership
Teams, decisions, failures and lessons.
Real Life
Family, ambition, setbacks and the person behind the companies.
What I'm Building
Ideas need somewhere to collide with reality.
The businesses I operate aren't here as endorsements. They're where many of the ideas I discuss are being tested in the real world.
Building modern advisor growth systems.
Skyline builds and implements acquisition, funnels, CRM, automation, nurture and AI-enabled marketing infrastructure for financial advisors.
The Future of AI in Financial Services
Speaking + Media
Let's talk about what's coming next.
I speak with financial advisors, executives, founders, podcasts and industry audiences about the shifts that will define the next era of financial services.
The Future of AI in Financial Services
Building the AI-Native Financial Company
The Financial Advisor of the Future
AI + Modern Advisor Growth
Building Modern Financial Companies
Where Next?
What are you trying to solve?
01
I'm an independent advisor or RIA looking for better infrastructure.
Explore Tactive → 02I need help generating and converting more business.
Explore Skyline → 03I have a business problem worth solving on the show.
Submit Your Business → 04I'm looking for a speaker, podcast guest or industry perspective.
Speaking + Media → 05I have a strategic business or partnership opportunity.
Strategic Inquiry →
The Future Is Already Being Built
The financial industry is going to look very different.
AI will change the technology. But that's only the beginning. It will change companies, jobs, economics, distribution, consumer expectations, competitive advantages and ultimately what it means to be a financial advisor.
Nobody knows exactly where this ends. That's what makes it worth building.
Follow What I'm Building →