Calculate Your New Revenue Streams: Unlock $6,500-$15,000+ in additional revenue per client by seeing their complete financial picture. IronClad Family's platform reveals gaps in insurance, estate planning, and asset protection across ALL client holdings—transforming organization into revenue opportunities while strengthening relationships. Enter your metrics below. Fields marked with * are required.
Your Information
Your advisory firm or practice name
Practice Metrics
Total number of households or clients currently under your management
Your typical annual advisory fee per client (e.g., 1% of $500k AUM = $5,000)
What percentage of clients stay with you annually? Industry average is ~95%
Average number of new clients each client refers per year (0.2 = 1 referral per 5 clients)
Percentage of qualified prospects you convert to clients (industry average: 20-30%)
Typical first-year revenue from a new client relationship
Percentage of clients you expect would use an enhanced client experience platform
Your Revenue Impact
Real-time calculations
TOTAL FIRST YEAR REVENUE IMPACT
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$0
Annual Recurring Fees
$0
Opportunity Revenue
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Retention Value
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Referral Revenue
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Monthly Recurring Revenue
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Clients Adopting Platform
How IronClad Family Generates This Revenue
Recurring Fees: Charge $200/month per client to protect their money, accounts, passwords, and important documents - a service only you offer
Opportunity Revenue: Discover $6,500-$15,000 in gaps per client (life insurance, estate planning, digital assets, business succession)
Retention Value: Clients who protect their whole family stay longer - achieve 85% retention vs. portfolio-only advisors
Referral Revenue: Comprehensive family protection generates 40% more referrals as family members see your holistic approach
Real Results: Advisors using IronClad Family achieve 85% retention rates and 40% more referrals by helping families protect everything they own - money, accounts, passwords, and documents clients can't organize anywhere else.