AI Automation for Financial Advisors

Where the money goes

Three leaks, every practice like yours.

14 monthsSince that household came in

Morning ofWhen review prep gets built

Last quarterCommitments still open

The axiom

Clients do not leave over performance. They leave over nine months of silence.

Review meetings that quietly stop happening

Looks identical to one who came last week.

Meeting prep rebuilt from scratch every time

Assembled by hand, sometimes in the parking lot.

Commitments made in the room and lost outside it

The client remembers all of them.

Households past their review interval households

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Illustrative shape · the amber bar is where you are now

How the system works

Your data in. A drafted message out.

Input CRM + portfolio data Households, review intervals, last contact, open items

AI reasoning Compares every household against its stated cadence Assembles the prep brief and open commitments

Output Drafted outreach + brief Written before you walk into the room

The hard gate

Nothing reaches a client without you clicking send. That is not a setting you can turn off.

What you actually see

One screen. The work already done.

Morning brief4 households overdue

Whitfield household Last review 14 months ago

overdue

Ann Petrakis Beneficiary form still open from Q1

commitment

Dolan family trust 529 review promised in March

commitment

SAGE · review cadence and meeting prep Watching

6:01 AMchecking 118 households vs review interval

6:03 AM4 past stated cadence

6:05 AM3 open commitments from last quarter

Draft to Tom Whitfield

Hi Tom, it's been a while since we sat down together and I don't want another quarter to go by. Nothing is wrong. I'd just rather walk you through where things stand than have you read it off a statement.

Held for your approval · nothing sends until you click

What your software does not do

You already pay for Redtail. This is the gap.

	Redtail alone	With SAGE
Stores the household	Yes	Yes
Flags who is past cadence	No	Yes
Writes the prep brief	No	Yes
Tracks commitments to close	No	Yes
Ranks by relationship value	No	Yes

The change

Same practice. Different Monday.

Right now

Top twenty get seen, the rest drift
Prep assembled the morning of
Commitments live in a notepad
A client asks about moving their account

VS

After the first build

Every household tracked against its cadence
The prep brief is written before you sit down
Open commitments listed until closed
You reach out before they wonder

The first build

We start with review cadence and meeting prep.

Review cadenceEvery household tracked against its stated interval.

Meeting prepThe brief written before you sit down, not in the car.

Open commitmentsWhat you promised, listed until it is closed.

Inside Redtail, Wealthbox, Salesforce Financial Services Cloud, Orion, Outlook or Gmail · no migration

How it works

Four steps. Then it runs without you.

01

A 30-minute fit call

Free. I tell you which leak is costing you most, and talk you out of it if the math is not there.

02

We scope what it can see

In writing, before anything connects.

03

First system live in 7 business days

Running on your real data. Not live in 7 days means I keep working free.

04

A 90-day roadmap for the rest of it

Sprint within 30 days credits the $4,500.

Before you book

Questions financial advisors ask.

How does this handle compliance and recordkeeping?

An advisor approves every message, so there is a human decision on the record for each one.

Will it give clients advice?

No. It assembles what you already have and drafts what you approve.

We use Redtail and it has workflows.

Redtail reminds you a review is due. It does not write the prep brief or track open commitments.

Other practices

The leak is different in every kind of practice.

Dental PracticesFirst build: recall and unscheduled treatment Chiropractic PracticesFirst build: care plan drop-off recovery Med SpasFirst build: retreatment timing All industriesSee the full list

Start with the thing that slips the most.

Book a fit call

Your clients measure you by how often they hear from you.

Three leaks, every practice like yours.

Review meetings that quietly stop happening

Meeting prep rebuilt from scratch every time

Commitments made in the room and lost outside it

Your data in. A drafted message out.

One screen. The work already done.

You already pay for Redtail. This is the gap.

Same practice. Different Monday.

We start with review cadence and meeting prep.

Four steps. Then it runs without you.

Questions financial advisors ask.

The leak is different in every kind of practice.

Start with the thing that slips the most.