We automate prospecting, client onboarding, and the marketing engine that feeds them.
House of Work is an AI partner for RIAs and independent financial advisors. We've helped advisory firms grow with marketing and automation since 2020, and rebuilt that work around AI in 2023.
Our Partners
Jack Buttjer
I'm an entrepreneur, marketing technologist, and the founder of House of Work, an AI partner helping RIAs and independent financial advisors grow and scale.
Today I help advisory firms by deploying custom AI agents and automation. I've been fortunate to help dozens of firms worldwide grow their AUM, some by upwards of 400%.
My background spans business automation, website development, CRM development, search engine optimization, conversion rate optimization, video production and digital advertising. I enjoy the creative side of business, and using data to make decisions.
I live in the Des Moines metro with my wife Courtney and our two cats.
Built by a founder with the same problem.
Jack started House of Work in 2020 to give independent advisors the digital marketing and automation that bigger firms take for granted. Since 2021 he's helped run a niche advisor coaching program and served hundreds more advisors through the Global Financial Planning Institute. In 2023 he started rebuilding the agency around AI.
As a founder, he ran into the same problem as the advisors he works with: marketing, sales, onboarding and meetings were each a full-time job. Generic software didn't fit, so he built his own systems. That's where Content OS and Service OS came from: the systems he needed first, now run for other firms.
2020
House of Work opens, bringing digital marketing and automation to independent advisors.
2021
Helps run a niche advisor coaching program and serves hundreds more advisors through the Global Financial Planning Institute.
2023
The agency is rebuilt around AI. Content OS and Service OS follow.
SaaS 2.0. The software, and the team that runs it.
Software gives you tools and leaves the work to you. An agency does the work and bills you for hours. Service as a Software is the third option: we build the system around your firm, run it for you, and improve it every month, at a software price.
How it compares
Three ways to get the work done.
You buy the tool. You do the work.
Another login, another learning curve, and the hours still come out of your week.
They do the work. You pay for hours.
Results depend on who is assigned to your account, and costs grow with every request.
We run the system. You approve.
Content OS and Service OS do the work, our team keeps them tuned, and you pay a flat monthly price.
To empower advisory firm owners with AI that results in sustainable growth.
We take a digital-first approach to helping independent RIAs and advisors grow and scale. Every system we build is backed by years of working inside wealth management, and we measure success in hours saved and clients won.
Family first
We do this for the people we love. If we don't make time for them, why do it at all?
High standards
You deliver exceptional, personal service. We make sure your ideal clients feel that from the first click.
Problem oriented
The best service businesses stand out by solving one specific problem well.
Lifelong learners
AI changes every month. A growth mindset is how we stay ahead for you.
Long-term mindset
Anything worthwhile takes time, so we're selective about who we work with.
Open communication
Honesty is the gateway to progress.
