Your prospects should arrive already knowing what to ask you.
We build diagnostic systems that qualify your prospects, collect the fact-find, and hand you a brief before the first meeting ever happens.
- Fee-only RIAs
- Compliant by construction
- You own the asset
Prepared for
Margaret Chen
You already know what your discovery meetings cost you.
Two or three discovery calls
Booked into your highest-value hours.
An hour of prep, each
Before you know if they're a fit.
A follow-up that takes too long
Written from scratch, every time.
One good fit. One wanted free validation. One never replied.
Three meetings. One outcome.
The meetings that lead somewhere feel like conversations. The ones that don’t feel like auditions.
Referrals stay flat. A client who would happily recommend you almost never arranges the introduction. They don’t know how to explain what you do, and won’t put a friend in an awkward spot. So the referral doesn’t happen.
A diagnostic your prospects complete before they ever speak to you.
They answer, on their own
A branded, self-serve assessment on your site. Found through a referral link, a seminar follow-up, a CPA intro, or your own content.
It assembles a document
The diagnostic reads what they said and builds a personal report: what's true, what deadlines are approaching, and what to ask a professional.
It offers a meeting with you
The fact-find is done. The qualification already happened. They chose to be there because a document made them realize something.
They get a reason to book.
You get a brief: who they are, whether they’re worth meeting, and what to open with.
Every diagnostic is built around a deadline the prospect doesn't know exists.
A survivor benefit election made once, on paper, that can never be changed. Decline it and a spouse loses health coverage for life.
Nobody at the agency will mention it.
A retirement account with a date it must be empty by. Miss a required distribution inside the window and there's a penalty.
Most inheritors find out in year nine.
A post-termination exercise window. Usually ninety days to act on stock options before they vanish.
Most people learn this during a layoff.
When your client forwards this, they aren’t making an introduction. They’re sharing something useful.
The meeting follows naturally, because the document raised a question only a professional can answer. That’s what makes it worth completing, and worth forwarding.
You already know what you're currently paying.
$0
Median cost to acquire one client
And climbing
0%
Of that figure is your own time
Hours, not money
$0
Per year for a rented lead network
Whether anyone converts or not
$0
Per year from one $1.5M household
After year one, at 95%+ retention
Rented
- SmartAsset: ~$25,000 a year, recurring
- Schwab network: ~25 bps in perpetuity. A $2M household is about $5,000 every year, forever
- Zoe / Wealthramp: ~25% of the client's revenue, for as long as they stay
- Stop paying and it stops producing
Owned: a diagnostic
- No cost per lead
- No revenue share
- No queue where three other advisors get the same name
- Near-zero marginal cost that keeps working after it's paid for
One new $1.5M household at 1% repays the entire build in the first year, and produces roughly $15,000 every year after.
Every report is assembled from pre-approved language. That is the feature.
No number in the report is invented by the model.
There are no projections to disclose and no path by which the model can produce a wrong figure, which handles the two things a compliance officer worries about most.
No invented numbers
Every figure is something they typed, a published statutory number, or visible arithmetic on the two. Nothing else.
Questions, never advice
The output stays observational and interrogative. The moment it says “you should,” it becomes advice.
Approved once, not per report
The language library is written once and reviewed once by your CCO. Every report after is compliant by construction.
Immutable archive
Every diagnostic is timestamped and every library version preserved. The record exists before compliance asks.
This works for advisors who already have people paying attention.
A diagnostic converts attention. It does not create it. If people already reach you, this turns more of them into booked meetings with qualified prospects.
A fit
- Referral relationships or a CPA who sends introductions
- A seminar, webinar, or list already bringing the right people in
- Content that draws qualified prospects to your site
- Fee-only RIAs, one to five advisors, serving a defined niche
Not yet
- No traffic and no audience at all
- Expecting the tool to create attention rather than convert it
- Looking for guaranteed lead volume
One asset you own outright, in eight parts.
The intake
One question per screen. Adaptive, mobile-first.
The language library
Every block a report can contain, approved by your CCO once.
The artifact
A branded, saveable document in your colours the prospect keeps.
The advisor brief
The internal document the prospect never sees: qualification signals, complexity flags, the three things to open with, and the fact-find already populated.
The record layer
Every diagnostic written to your CRM or Notion, with an immutable archive.
The follow-up sequence
Pre-written emails, approved once, personalised on every send by selecting the right message for each situation.
Install, train & tune
Deploy, connect, and thirty days of tuning after launch.
Discovery
Free call
Build
6 to 8 weeks
Install & train
Handover
Tuning
30 days
Then
Quarterly maintenance
See what a finished diagnostic looks and feels like.
Walk through the tool as if you were a federal employee three years from retirement. Then imagine it carrying your brand, built around your niche, sitting on your site.