Most consultancies observe financial services from the outside. We built careers inside it.

The RBI Group was founded on a straightforward premise: the firms best equipped to guide wealth management through transformation are not agencies learning your business as they go, or vendors positioning tools as strategy. They are practitioners who have operated at scale, navigated the realities of compliance and adoption, and built marketing organizations that performed when it mattered.

Our founder led marketing for more than 8,000 advisors at Raymond James Investment Management. That experience shapes how we evaluate every strategy and anticipate every obstacle. We know what actually gets used, not just what gets approved.

Today, we work at the intersection of strategic marketing and applied AI. Not as parallel services, but as integrated architecture designed to help you rise above the sea of sameness while building systems that sustain you, not just your clients.

We think with you, not for you. Strategic partners, not outside experts.