AI Knows Where Your Next $100M Is at Risk
Built for wealth and asset management firms where retention and growth are measured in AUM, not activity.
the Real Risk
Assets Are Lost Before Anyone Notices
Assets don’t leave when paperwork is signed.
They leave earlier — at the moment something goes unheard.
- An heir feels misunderstood
- A hesitation goes unaddressed
- A product explanation doesn’t resonate
- A subtle shift in tone signals disengagement
By the time assets move, the decision was made months ago.
Most firms never see that moment.
Why This Is Urgent Now
Wealth Transfer Has Changed the Rules
The largest transfer of wealth in history isn’t coming — it’s already happening.
Nearly 70% of assets are lost by the second generation — not because of performance, but because trust, relevance, and connection quietly break down.
First-generation relationships do not automatically survive second-generation expectations.
Heirs don’t leave because of performance.
They leave because they don’t feel understood, prioritized, or relevant.
By the time heirs are “in the room,” the real decision has often already been made — without you.
Why Existing Systems Fail
Why Firms Are Blind to Asset Risk
Most firms don’t realize assets were at risk until they’re explaining the loss internally. They believe they have visibility.
They don’t.
- CRMs track what already happened
- Performance reports show settled outcomes
- Surveys capture what people are willing to say
None capture:
- What clients mean but don’t explicitly say
- Where trust is weakening in real time
- Which conversations precede asset movement
If it isn’t spoken — and interpreted — it isn’t visible.
And if it isn’t visible, it can’t be managed.
The Business Impact of Seeing Signals Early
When firms gain visibility into real conversation signals, three things happen — consistently.
Asset Retention Improves
- Silent attrition is identified months earlier
- Advisors intervene before trust erodes
- Fewer “surprise” asset transfers
Early visibility turns retention from reactive to proactive.
Asset Growth Accelerates
- Expansion intent is captured when it’s first expressed
- Cross-sell and upsell conversations happen sooner
- Product fit improves through signal-based coaching
Growth shifts from anecdotal to systematic.
Advisor Effectiveness Increases
- Coaching is based on real behaviors, not assumptions
- Top-performing patterns are identified and replicated
- Execution gaps are corrected before they compound
Better conversations drive better outcomes.
Why This Matters Financially
Industry data consistently shows that:
- The majority of asset losses occur before firms realize risk exists
- Nearly 70% of assets fail to transition to the second generation
- Growth opportunities are most often missed at the conversation level
Seeing the signals earlier doesn’t just reduce risk —
it changes how firms allocate time, attention, and capital.
Early intelligence doesn’t just protect assets.
It compounds performance.
intelligence from Real conversations
We Listen where others measure.
We don’t theorize about asset risk.
We hear it forming — every week.
Through our work with firms and through candid, unscripted conversations on our podcast, the same patterns emerge long before they show up in data.
That’s why Tina’s Take on AI exists.
🎙️ Tina’s Take on AI
A Growth Stack Intelligence Series
This isn’t a show about tools.
It’s a conversation series with:
- Wealth and asset management leaders
- Founders navigating scale, succession, and transition
- Operators dealing with silent risk and missed opportunity
We listen for:
- Where trust begins to fracture
- How decisions quietly form
- Why assets disengage before they move
- What growth signals sound like in real life
The patterns discussed on the podcast directly inform the signals our system is built to detect.
Why This Matters
Most firms rely on:
- Lagging reports
- Filtered feedback
- Sanitized data
We rely on unfiltered conversation.
The podcast allows us to:
- Hear emerging risk before it’s widely acknowledged
- Validate patterns across roles and firms
- Continuously refine which signals matter — and which don’t
The intelligence doesn’t stay on the mic.
It feeds the system.
“The moment an heir asks ‘why are we doing it this way,’ the asset decision process has already started.”
— Tina’s Take on AI
➡️ Listen on Spotify -https://open.spotify.com/show/2STFrIPdsCtA1QVTAwFWoD?si=8aa5658ed3684cce
➡️ Watch on YouTube -http://www.youtube.com/@TinasTakeonAI
Listen to The Podcast on YouTube
what We Deliver
asset risk identification
Asset Risk Identification
- Early disengagement signals
- Trust erosion indicators
- Product misalignment patterns
- Missed expectation flags
Intervene before assets leave — not after.
asset growth intelligence
Asset Growth Intelligence
- Expansion opportunities hidden in conversations
- Upsell and cross-sell readiness signals
- Execution gaps that stall growth
Growth becomes systematic, not anecdotal.
advisor sales intelligence
advisor sales intelligence
Advisor Sales Intelligence
- What top advisors do differently
- Where conversations consistently break down
- Which behaviors correlate to asset growth
- Coaching triggers backed by evidence
Why this works (when others Don't)
Why Us
The hardest part isn’t capturing conversations.
It’s knowing which signals matter.
AI without context creates noise.
Signal interpretation requires experience.
I’ve spent decades inside asset management and distribution, watching assets quietly disengage long before firms realize it.
The Growth Stack exists to make those moments visible.
— Tina Singh, Founder
About Tina Singh
Founder Perspective
Why These Signals Matter
The hardest part of asset risk isn’t capturing conversations.
It’s knowing which signals actually precede asset movement.
I built The Growth Stack after decades inside asset management — watching firms lose assets not from lack of effort, but from lack of visibility.
I’ve seen asset loss happen long before firms realized they were at risk — because I was in the conversations where decisions were forming.
My experience spans both sides of the table:
Industry Experience
- 20+ years working with wealth and asset managers
- Built and supported distribution strategies across ETFs, alternatives, and public markets
- Deep experience with advisor behavior, sales dynamics, and client trust
- Worked directly with firms navigating asset retention, growth, and wealth transfer
Operating Experience
- Built and scaled multiple businesses across financial services and technology
- Led sales, distribution, and operational teams — not just strategy
- Experienced firsthand how growth breaks down in real conversations and handoffs
- Rebuilt systems after seeing where reporting, CRM, and dashboards consistently fail
Why This Matters
- Asset risk shows up in conversation long before it shows up in reports
- Growth opportunities are often spoken — but never captured
- AI without context creates noise; interpretation requires experience
The Growth Stack exists to turn those invisible moments into actionable intelligence — before assets move.
— Tina Singh, Founder
What You'll See in A Live demo
A Clear View of Risk and Opportunity — Before Assets Move
During a live demo, you’ll see:
- Conversation Signals Flagged
- Language shifts tied to disengagement
- Early trust erosion indicators
- Growth intent cues hidden in everyday dialogue
- Language shifts tied to disengagement
- Asset Risk & Growth Mapping
- Where assets are quietly at risk
- Which relationships are primed for expansion
- How signals cluster by advisor and client segment
- Where assets are quietly at risk
- Advisor-Level Intelligence
- Execution gaps that stall growth
- Behaviors that correlate with asset retention
- Coaching opportunities grounded in evidence
- Execution gaps that stall growth
- Early-Warning Views for Leadership
- Signals before they appear in reports
- Leading indicators instead of lagging metrics
- Clear visibility without added workflow
- Signals before they appear in reports
What You Won’t See
- No Vanity Metrics
- No new burden on advisors
Just the signals that matter — when they still matter.
The goal isn’t more data. It’s earlier clarity.
This isn’t a dashboard. It’s an early-warning view of asset behavior forming in real time.
See which Assets are at risk
This isn’t AI for efficiency.
It’s intelligence for asset preservation and growth.
You can’t manage what you can’t see.
And by the time assets move, it’s already too late.
Listen to the Podcast http://www.youtube.com/@TinasTakeonAI