For Megan Bennett
An advisor's day is built around two things: meeting with clients, and the prep and follow-up around those meetings. The prep and follow-up is where the time goes. Automating the routine parts (scheduling, document delivery, review prep) gives Megan more time face-to-face with the clients who matter.
A few automations you could put in place this quarter. Each one streamlines a workflow that probably runs through someone on your team today.
Annual reviews are the cornerstone of a wealth-management relationship. Automating the outreach, scheduling, and pre-meeting agenda delivery means every client gets their review on time without anyone manually hunting for slots.
Clients shouldn't have to ask for their statements. A secure portal with automated delivery (and confirmation that they actually opened it) keeps clients informed and creates a digital paper trail.
Births, marriages, retirements, business sales: these are the moments that change a financial plan. Automated prompts based on client age, life stage, or event triggers ensure the advisor reaches out at the right moment.
Business-owner clients are the best source of new business-owner referrals. An automated, lightweight ask after a positive review meeting, with a one-click way to forward an intro, consistently produces warm referrals without it feeling pushy.
Automations only stick if someone owns them. Here's how we'd run it together.
Salty Air builds these systems for owner-operators in Salt Lake. We start with a 30-minute call. No pitch deck. We pick the highest-leverage automation and prove it out.
