Net Worth Advisory Group

Overview

STAGE
Tools

System Audit

5 Days

Service Integrations

14 Days

Training & Handoff

2 Days

Post-launch results

Hours saved per conversion

The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.

Tasks automated

The number of tasks that are now done automatically through integrations and automations.

Without Automation
With Automation
A mess of notifications from different apps and softwares.
Your Technology...
All apps and softwares connecting to one central database.
Working Together.
CRM
Salesforce / XLR8
Redtail
Wealthbox
Plus more
Custodian
Schwab
Altruist
Fidelity
Plus more
Portfolio & Planning
Right Capital
eMoney
MoneyGuide
Plus more
Productivity
Zoom & Calendly
Microsoft OneDrive
Google Workspace
Plus more
Marketing
ActiveCampaign
Mailchimp
Webflow
Plus more
All apps and softwares connecting to one central database.
Working Together.

our work

AI Automations Resulting in Sustainable Growth
Explore All Automations
Real Time

Lead Qualification Form

Qualify leads before they hit your calendar. AUM, expectations, you name it. Who do you want to work with?

Stage
Prospecting
Tools
CRM, Marketing
Scheduled

Prospecting Automation

Confirmations and reminders to sending prep materials and syncing data with your CRM.

Stage
Prospecting
Tools
CRM, Marketing, Productivity
Scheduled

Digital Fact Finders

Create a frictionless, self-serve data gathering experience so you have everything you need to close.

Stage
Prospecting
Tools
CRM, Portfolio & Planning
Real Time

Client Onboarding

Automatically create and send documents that require signature so you can get started on the complex.

Stage
Onboarding
Tools
Productivity
Scheduled

Client Meeting Booking

Send client meeting booking reminders to who you want, when you want.

Stage
Servicing
Tools
CRM, Productivity
Proactive

Client Meeting Prep

Your system knows when a client books a meeting and what you need to prepare for the meeting.

Stage
Servicing
Tools
CRM, Custodian, Portfolio & Planning
Real Time

Post Meeting Notes & Tasks

Send a relevant follow up and ensure your team completes any to do's in a timely manner.

Stage
Servicing
Tools
CRM, Productivity

ready to Grow and Scale With AI?

Book a call with us and see how we use AI to help RIAs grow and scale lean.

Get Started
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