Financial advisors and RIAs lose client engagement and referrals every month to inconsistent communication and manual meeting prep. We automate the touchpoints, the prep, and the follow-up. Once. Flat fee.
Heard before?
You know you should meet every client once a year. Some haven't heard from you in 14 months. A competing advisor is one cold call away.
Before each meeting, someone pulls account values, rebalancing needs, and recent activity by hand. Two to three hours per client meeting, every time.
Your clients would refer people if asked. Most advisors don't have a system, so it happens by accident: or not at all.
What we build
Review date approaching → scheduling email with Calendly link → reminders at 30/14/7 days → advisor notified if client still hasn't booked. Every client gets their annual review.
Meeting booked → account summary, performance, rebalancing flags, and life events pulled from Redtail or Wealthbox → report lands in your inbox 24 hours before. Walk in prepared.
After a positive interaction or client anniversary → automated touchpoint with a referral ask → warm referrals flagged to the advisor. Satisfied clients become a real pipeline source.
Birthdays, anniversaries, logged life events → personal note sent automatically. You stay present between annual reviews without adding anything to your calendar.
The process
30 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable: on the call, no fluff.
We configure a managed product or scope a custom system in writing. You know what is included, what it costs, and who supports it.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
48%
Of RIA clients would refer if asked systematically
most advisors never have a system to ask
2–3 hrs
Saved per client meeting
automated prep report pulls it all together
2 paths
Managed or custom
Right-sized for the problem
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
Time to run a tighter practice?
Book a free 30-minute audit. We map exactly what's automatable in your advisory practice and what it costs. No commitment needed.
Book Your Free Audit Call