Clients AI The Participant-Level Retirement Advice Platform for Financial Advisors
We've always wanted to create a large-scale retirement plan advice business, but we've never had a system to manage it. For the first time we can do this for a lot of people, and keep it cost effective for all.
I can now walk into a company and ask if they'd like to help their employees get more out of their 401(k). It's easier than convincing them to change 401(k) platforms, and when I help people use their retirement funds properly, I have a real impact.
Grow your client base faster.
Request your step-by-step guide to retirement plan prospecting
Adding clients one at a time is a long slow process. What if there was a simple way to do it much faster?
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An easier way to prospect
Once you research the mutual funds in a company’s retirement plan, every employee of that company can be a prospect. As an investment niche with great demand and low competition, it's one of the simplest ways to build an investment advice business. Clients AI simplifies the process.
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Build company-specific landing pages
- Within Client’s AI, you’ll be able to direct interested employees to sign up for free or paid retirement fund recommendations and news.
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Automate client onboarding
- The signup flow automatically adds clients to the Client’s AI CRM and collects subscription fees for you without account custody.
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Send example research emails
- You can create email templates directed at prospects with examples of the research and mutual fund recommendations for their default company retirement plan.
Manage client communication
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Send personalized mutual fund recommendations
- It's easy to send weekly, monthly, or quarterly mutual fund recommendations to your clients. Clients AI integrates with The Sherman Sheet to provide up-to-date personalized mutual fund recommendations based on the client's risk tolerance and current market conditions.
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Send company-specific newsletters
- You can attach and send pages from the Sherman Sheet Custom Portfolio Report or other market research to all of your clients that work at a company.
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Send bulk emails
- When market conditions change you can quickly send bulk emails to large groups of clients.
Automate Billing
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Collect advisory fees automatically
- Collect advisory fees automatically without account custody. Clients AI ensures that all subscription changes are confirmed by the client and maintains a paper trail for audits.
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See payment status of subscribers
- You'll be able to see at a glance which subscriptions are paid and which are not.
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Filter by payment status
- You can filter clients by payment status, allowing you to send advice emails only to those clients who have up-to-date subscriptions.
Since 1999, my investment advice niche has been individual retirement plan participants. I began asking my best clients for their retirement fund menu. Since then, my business has grown by treating every employee at the same company as a prospect.
Clients AI simplifies every aspect of the client support and prospect campaign process.
A full-featured platform
Everything you need to manage your retirement advice business
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Prospecting
- Retirement advice is a proven way to find new clients. Clients AI makes the whole process managable.
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Communication
- Create and send personalized emails to prospects and clients. Clients AI even automates mutual fund recommendations with research from The Sherman Sheet.
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Billing
- A hassle-free way to collect advisory fees without account custody.
Price
$117/month month by month plus 2.9% of subscription fees
or
$93/month annual prepaid plus 2.9% of subscription fees
- 1 advisor license
- 30 day free trial
- unlimited contacts
- send unlimited emails