For established advisory practices
Your clients went digital.
Did your service?
Their accounts, policies and passwords live behind logins their families can’t open. Give every client a secure vault for all of it — with your name on every screen.
No software for you. Nothing to disclose. Clients pay nothing.
Book my consultation30–45 minutes · You leave with your vault live
Try this
Think of your three oldest clients.
- 1Do you know their children’s names?
- 2Would those children call you — or search for someone new?
- 3If something happened this week, could the family open a single account?
If you hesitated on any of those, you already know why you’re here.
Let’s fix that — book a callWhy now
Two things are closing in on your practice
at the same time.
The AI problem
The work your fees were built on is being automated.
Research, rebalancing, reporting — software does it now, cheaper every quarter.
The heir problem
The next generation doesn’t know you.
Most heirs leave their parents’ advisor. Not over returns — because they never met you.
Both leave you one thing
Your place inside the family. Software can’t take it. Heirs stay for it.
Right now, it ends at the statement.
The advisors who move first will own that relationship. The rest will explain their fees.
What changes when you do
Five things no portfolio report will ever do for you.
1
Keep the household when the money moves
Heirs stay with advisors they know. Now they know you.
2
Meet the next generation now
Adult children get added to the vault. Your next client, introduced by your current one.
3
A real reason to call every client
A specific gap, flagged every Monday. Not a check-in — a conversation they’re glad you started.
4
Become the advisor AI can’t replace
Software can match your returns. It can’t be the name on the family’s vault.
5
Look modern without becoming a tech firm
Your brand on a secure platform. None of the software lands on you.
See it with your own book.
Book my consultationWhat your client sees
Everything outside the portfolio, organized.
With you in the corner of every screen.
Nine categories — assets, legal, digital, health and more. The shape of a whole financial life.
A protection score — clients see what’s missing and get nudged to finish it. Without you chasing.
Your card, always there — on every screen, for everyone in the family.
Three things happen. Two of them without you.
First
You sponsor it, and it carries your name
Your firm gifts each client a secure vault. Your name, photo and phone number sit on every screen, with a “Contact My Advisor” button their whole family can use. The client pays nothing.
Then
They fill it in — guided, without you
The vault walks them through accounts, documents, insurance, digital life and final wishes. No calls from you. No paperwork to chase. Built-in will and funeral planners they complete themselves and take to their own attorney.
Every week
You get one email that tells you who to call
Named clients. What’s missing. What to say. Not a dashboard you have to check — an email that arrives Monday morning with three conversations worth having.
Every Monday morning
One email. Who to call, and what to say.
Not a dashboard you have to remember to check. A short email with the clients who need you this week — and a sentence you can use to open each conversation.
The consultation
30–45 minutes. You leave with three things.
01
Your vault, live
Co-branded with your name and photo. See exactly what your clients will see.
02
Your first three clients
We pick them together — the households most at risk of drifting — and what to say to each.
03
Straight answers for compliance
How zero-knowledge works, what you disclose (nothing), and what your CCO will ask.
Not a fit? You still leave knowing which three families to call first.
Book my consultationAnd what it asks of you: almost nothing.
No software to learn
Your clients use it. You read one email on Monday.
No new advice
Nothing that needs a license you don’t already hold.
No liability
No products, no commissions, nothing to disclose.
No change to how you work
No system to adopt. No staff to train.
Start here
Start with your three oldest clients.
Every month without this is another month their children don’t know your name. Thirty minutes changes that.
Book my consultationYou leave with your vault live and your first three clients picked — whether you sign up or not.