We work directly with leadership to guide business decisions and install a cybersecurity oversight system built around how your firm actually runs — not generic playbooks.
“It was a very efficient use of my time.”
— Managing Partner, $110M AUM RIA
We’ll help you clarify your top cybersecurity priorities, what firms like yours are doing, and whether we’re the right fit.
“We need to learn about the ‘unknown unknowns.’ … The more you cover, the better we feel.”Book a call to see how we can help
— Stephen Stanton, Founder, SOT Advisory
Understand enough to ask smart questions and make decisions without becoming a technician.
Spot what’s missing, understand what matters, and know what to do next.
Decide what gaps are worth fixing, and how to approach it in a way that fits your firm.
Take action and keep clear records so you can prove it to regulators or clients.
“All of it was needed to make me feel more aware and more capable—either coming up with solutions or hiring someone to deploy them.”
— Managing Partner, $110M AUM RIA
This is a live, expert-guided program built for RIA executives. All sessions are one-on-one video calls: no travel, no prep, just focused working time.
We show you what a strong cybersecurity program looks like, compare it to your firm, and work together to fix what’s missing. This is a two way discussion, not a lecture, designed to help you make smart, practical decisions that fit your firm’s size, staff, and setup.
We guide you through three focus areas:
The business perspective: oversight, growth, trust, and risk.
The essential areas of coverage: devices, data, vendors, accounts, communications
Core cybersecurity concepts: just enough to understand, decide, and explain
We also provide:
A customizable cybersecurity policy pack
Supporting documents and plans for compliance and risk oversight
A final working session to design your firm’s personalized action plan
You’ll leave with strategic insight to make smart decisions, operational understanding to guide your firm, and practical coverage that regulators and clients actually care about.
Building a cybersecurity program is brutal.
No business leaders should have to do it alone.
I built this to give RIA leaders clarity and tools that actually work.
After advising 500+ businesses on cybersecurity, I saw the same pattern: smart people forced to make cybersecurity decisions without the right context, tools, or language. This program solves that by guiding the right work at the right depth.
This is the guidance I wish I’d had.
As COO of a small tech company, I built a cybersecurity program from scratch with budget constraints. Managing vendors, internal policies, and going through the audit process was a huge time sink. I designed this program to save business leaders as much time, money, and mental bandwidth as possible.
Not sure what you need? Let's figure it out together.
Most MSPs and consultants focus on execution—but you’re still expected to lead.This program gives you the strategic clarity to set direction, oversee vendors, and make confident decisions. It makes your external partners more effective—because you’ll finally know what to ask for, what matters, and what to prioritize.
No. We built this for firm owners and senior leaders—not IT pros. Everything is taught in business language, tied to real-world decisions like budgeting, offboarding, insurance, and compliance. You’ll be able to take action immediately—or delegate with confidence.
No. It’s executive-level strategy training. We cover GLBA, Reg S-P, and cyber insurance—but not just to tick boxes. We show you how to lead and make decisions that reduce risk and move your firm forward.
The sessions are built around your schedule. Sessions are 60-90 minutes depending on your engagement, and typically spaced out every 1–2 weeks. We will match your pace if you want to cover more ground each session (longer sessions) or finish the program sooner (more frequent sessions).
That’s what the strategy call is for.We’ll ask a few questions about your size, goals, and systems—and guide you through 1–2 real decisions during the call. Even if you don’t move forward, you’ll walk away with sharper insight.