---
title: ROI Calculator for Financial Advisors
description: Calculate your revenue potential with our ROI calculator. Discover monthly recurring revenue and first-year revenue increases to optimize your business growth strategy.
---

## ROI Calculator

Calculate your revenue potential

**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

First Name \*

Last Name \*

Company Name \* Your advisory firm or practice name

Email \*

Phone

### Practice Metrics

Number of Active Clients \* Total number of households or clients currently under your management

Average Annual Fee per Client \* Your typical annual advisory fee per client (e.g., 1% of $500k AUM = $5,000)

Current Client Retention Rate (%) What percentage of clients stay with you annually? Industry average is ~95%

Annual Referrals per Client Average number of new clients each client refers per year (0.2 = 1 referral per 5 clients)

Opportunity Close Rate (%) Percentage of qualified prospects you convert to clients (industry average: 20-30%)

Average New Client Value Typical first-year revenue from a new client relationship

Expected Client Adoption Rate (%) Percentage of clients you expect would use an enhanced client experience platform

## Your Revenue Impact

Real-time calculations

TOTAL FIRST YEAR REVENUE IMPACT

$0

$0

Annual Recurring Fees

$0

Opportunity Revenue

$0

Retention Value

$0

Referral Revenue

$0

Monthly Recurring Revenue

0

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.

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```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "US",
    "addressLocality" : "Miami",
    "addressRegion" : "FL",
    "postalCode" : "33130",
    "streetAddress" : "66 W. Flagler St #900"
  },
  "areaServed" : {
    "@type" : "Country",
    "name" : "United States"
  },
  "description" : "Veteran-owned family protection and digital legacy company offering zero-knowledge encrypted digital vaults.",
  "email" : "admin@ironcladfamily.com",
  "foundingLocation" : {
    "@type" : "Place",
    "address" : {
      "@type" : "PostalAddress",
      "addressCountry" : "US",
      "addressLocality" : "Miami",
      "addressRegion" : "FL"
    }
  },
  "logo" : "https://8926831.fs1.hubspotusercontent-na1.net/hubfs/8926831/Optimization-2022/Logo%20PNG-1.webp",
  "name" : "IronClad Family LLC",
  "sameAs" : [ "https://www.facebook.com/ironcladfamily", "https://www.linkedin.com/company/ironcladfamily" ],
  "telephone" : "+17863601352",
  "url" : "https://www.ironcladfamily.com"
}
```