Your most expensive people do the same work over and over.
In fiduciary and financial advice, expertise is the value. A large part of the time goes into collecting, reconciling and chasing.
Six places where we almost always find something in fiduciary and financial advice.
No survey, no study. These are the workflows we ask about in the first conversation, because they are usually there in this kind of business.
Chasing documents, every year
The same clients, the same paperwork, the same chain of reminders.
Client knowledge held by one person
Whoever looks after the client knows the history. Nobody else does.
Repetitive work ties up senior capacity
Reconciling, coding, checking. Specialists doing things you do not need them for.
Deadlines tracked by hand
Every firm has its list. And every firm has come close to missing one.
The same question answered again
The same information for the fifth time, because the answer is filed nowhere.
Reports built on request
The client asks, somebody builds the report. Every time from scratch.
Four workflows that carry fastest in this setting.
We do not build all four at once. We start with one, make it measurably better, and only then comes the next.
Document request with a status
Who delivered what, what is missing, who was reminded when. Visible instead of in someone's head.
Client dossier
Before every meeting: history, open items, last decisions. Readable for the stand-in too.
Deadline overview
Daily, from your systems, not from a calendar in someone's head.
Draft answers for standard questions
Built from your earlier answers and your own documents. You review and send.
How you notice that it works.
- Chasing documents is a list with a status, not a chain of reminders.
- A mandate can be handed over without the client noticing.
- Deadlines are monitored, not remembered.
Start with the document request. The effect is measurable in the next closing season, and you have the baseline from last year.
Client data and professional confidentiality set the frame. We settle before the start which data which model may see, and we put it in writing.
Four ways in, translated to fiduciary work.
You can start at any of the four. Including straight at the retainer, if you already know what you want.
The Toolbox
Prompts for client correspondence, document checklists and commentary on reports.
What is in the ToolboxValue for two hours of your time
We take the document request for a real mandate and turn it into a workflow with a status, in two hours.
How the two hours workOne less process
Usually the document chase before the closing. Your baseline sits in last year, which makes the comparison clean.
How the price comes aboutThe AI Builder, the monthly retainer
Closing season, changes in law, new mandates. We adjust the workflows instead of handing you a tool.
What the retainer covers