Advisor AI Automated Participant-Level Retirement Advice Powered by The Sherman Sheet for Financial Advisors
Are you leaving money on the table?
Do you provide advice on your clients' held-away accounts?
If so, are you charging an appropriate fee for your advice?
Would you like to capture more advice fees from held-away accounts like 401(k)s, VULs, or VAs? If so, then you might want to try Advisor AI.
Advisor AI is a web-based application that automates the management of held-away accounts. With it, you can provide advice, collect fees, and grow your business.
The Opportunity
Why Individual Retirement Advice?
Adding participant-level retirement advice to your offerings gives you an advantage as an investment advisor.
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Demand
- Any individual retirement plan participant is a potential prospect. This large pool gives you an easy way to grow your client base.
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Limited Competition
- Few investment advisors offer retirement plan advice. So even individuals working with an advisor can benefit from advice on their company 401(k) plan.
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Easy to get started
- No need to prospect. Start by offering fund recommendations to your existing clients for their retirement accounts, annuities, or VULs.
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Annuitize your revenue
- Individual contributions and company matching provide predictable, consistent retirement plan account growth.
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.
Take the free course
The Quick Start Guide to
Retirement Advice
Learn how to set up a participant-level retirement advice business. Learn the process and tools to handle advice for a large client base.
What's included
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Lessons
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Tool recommendations
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How to videos
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A proven system
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. Advisor 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.
Automate client advice
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Send personalized mutual fund recommendations
- It's easy to send weekly, monthly, or quarterly mutual fund recommendations to your clients. Advisor 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.
Collect advisory fees
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Collect advisory fees automatically
- Collect advisory fees automatically without account custody. Advisor 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.
Advisor 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. Advisor AI makes the whole process managable.
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Communication
- Create and send personalized emails to prospects and clients. Advisor AI even automates mutual fund recommendations with research from The Sherman Sheet.
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Payments
- A hassle-free way to collect advisory fees without account custody.
- 1 advisor license
- 30 day free trial
- unlimited contacts
- send unlimited emails