Precision Tools for RIA Growth
75+ tools designed for revenue optimization, client acquisition, practice succession, and scaling — from free to enterprise.
Revenue & Forecasting
Diagnose and optimize every income stream
Model any revenue scenario in seconds
Probabilistic 3-year revenue projection
Compare multiple growth paths side-by-side
From a fast estimate to a full segment analysis — one tool
50 contrarian plays for top advisors
Pricing & Fees
Optimize fees, benchmark pricing, and quantify your advisory value
AI-recommended fees by prospect profile
Benchmark your fees against market rates
Understand your clients' price sensitivity
Find out which services actually make you money
Build the mindset to charge premium fees
Percentile advisory fees vs comparable peers — coverage-aware
Sales & Pipeline
Convert prospects and maximize fee confidence
Model your pipeline probability to close
Know how many clients you can realistically close
Calculate deal close likelihood from 12 signals
Measure the speed of revenue through your pipeline
Practice objection handling before the meeting
Measure the efficiency of your client acquisition
Score prospects before the discovery meeting
Anticipate objections before they happen
Rank every lead by conversion probability
Track emotional vs. technical balance in meetings
67 pre-written questions by emotional category
Demonstrate tangible ROI of your advisory relationship
Research competitors and market positioning
Analyze wins and losses to improve close rates
4-step framework: Understand, Empathize, Reframe, Advance
Interactive decision tree for objection handling
Pre-built nurture sequences by prospect type
Drag-and-drop nurture sequence builder
Measure which approach actually converts better
Prospect Generation
Score leads, optimize CAC, and automate nurture sequences
Focus on conversion metrics that matter
Optimize marketing budget for maximum ROI
Analyze and reduce CAC across all channels
Probabilistic lead volume forecasting
Real-time health monitoring of marketing channels
Compare scenarios across marketing channels
Practice Acquisition
Find, evaluate, and close practice acquisitions
Partnerships & COI
Build and manage high-value COI relationships
1,000-run simulation of your COI pipeline
Model different partnership structures before committing
Design fair partnership economics
Quantify the total value of each partner relationship
Optimize time allocation across partnerships
Discover potential partners in your area
Manage partner relationship development stages
Build automated referral process workflows
Generate compelling value propositions for partners
Generate partnership agreement templates
Schedule and automate partner communications
Succession & Exit
Plan your exit or acquire a retiring book
Value any advisory practice — to sell yours or acquire another
Model your ownership transition path
Model earnout and financing structures
AI-match to the right succession candidate
Assess client fit and retention risk in a transition
Identify which clients are at risk of leaving
AI-powered valuation projections with sensitivity analysis
Evaluate team readiness and develop talent strategies
Build competencies for your successor
Compare succession ownership structures
Design ownership transition and equity arrangements
Analyze tax implications of your succession structure
Plan client communications for a seamless transition
Systematically transfer client relationships
Ensure uninterrupted service during transition
Collect client feedback throughout transition
Automate task management and document generation
Create custom 90-day transition plans
Assess buyer readiness for practice acquisition
Marketplace for succession buyer/seller matching
Discover potential succession candidates
Track succession deal flow and opportunities
Evaluate synergies between practices
Systematic knowledge transfer to your successor
Find succession-exposed RIA practices, with source citations
Operations & Team
Build capacity, pricing, and team efficiency
Find your team's growth ceiling before you hit it
Measure the revenue impact of client experience
Find where your team spends time it shouldn't
Justify (or cut) every tool in your tech stack
Model the revenue impact of your next hire
Walk into every client meeting knowing exactly what to say
Track satisfaction and identify experience gaps
Growth & Scaling
Engineer enterprise value and $1M+ growth
Model your path from $500K to $3M in revenue
Know exactly when growth investments pay off
Prioritize your 100-day sprint by ROI
Find the most profitable niche to own
Identify the moves that maximize enterprise value
Design your optimal path to $1M+ revenue
Track progress toward your key growth milestones
Value your practice, see the 5-year trajectory, and rank the highest-impact improvements
The 30-Day Test: Could your practice run without you?
Track progress toward 70%+ recurring revenue
Evaluate your readiness for succession or exit
Evaluate and compare exit and succession strategies
Marketing & Content
Grow visibility and attract ideal clients
100+ unconventional marketing plays for advisors
AI-powered niche opportunity scanner
100+ unconventional tactics for 3-5x better ROI
High-impact podcast, publication & speaking opportunities
Track content performance, optimize for revenue
Generate high-quality advisor content in seconds
From topic ideas to a scheduled quarter of content
Predict engagement and optimize before you post
Track content from idea to publication
Create your unique methodology and thought leadership framework
Craft compelling positioning statements for your niche
Build a roadmap to validate your market positioning
Sprint & Execution
Execute your 100-day revenue acceleration
Ready to grow your practice?
Start with a free tool, then unlock the full suite with a 14-day free trial. Access all 75+ tools across 10 modules.