Eight things every firm owner already knows are broken
Eight things every firm owner already knows are broken
Pulling the page
What we fix
Eight things every firm owner already knows are broken.
We hear these on every audit. Each one has a fix. The audit ranks them for your firm. We add two more you haven't seen yet.
Leak 01
“My CRM says one thing, my planning tool says another, my notes app holds the conversation. None of them match.”
What we implement
One place to ask. Reads your client list, your planner, your notes. Your tools stay put. Your compliance person still signs off.
What changes
The 20 minutes before every review go away. One place to ask. One answer. Nothing routes around compliance.
Leak 02
“We tier our book A through D. The A and B clients get a real review. Everyone else gets a town hall twice a year and we hope it's enough.”
What we implement
A short review packet for every family, built from your notes. The owner reviews and signs.
What changes
Every client gets a real review. The team builds 200 reviews in the time 40 used to take. Lower-tier clients stop quietly leaving.
Leak 03
“Which mailer issued business this quarter? I have to ask three people and wait a week.”
What we implement
We read your tools. Your client list, your planner, your event list, carrier statements, your books. You ask. The answer comes back in one line.
What changes
Reports show you a chart. We answer the question and act on it. The morning page reorders today's calls. The follow-up draft is already queued.
Leak 04
“Mailers, seminars, TV, radio, referrals, web. I'm guessing which to scale and which to cut.”
What we implement
We track which event, mailer, or referral made you money. Cost per closed case by channel, on demand.
What changes
You stop running mailers because last quarter felt strong. You scale what actually wins clients. Your marketing budget gets defended on numbers.
Leak 05
“Yesterday's follow-ups never get done. I rediscover them on Friday.”
What we implement
A morning page. Late stuff. This-week stuff. The one thing to do today. Pulled from across your tools.
What changes
Friday surprises stop. The morning has one sheet you actually read.
Leak 06
“Compliance takes two weeks to approve a LinkedIn post. By the time it's cleared, the moment is gone.”
What we implement
We clean the post first. Drafts arrive at your CCO already cleaned of the obvious flags.
What changes
Pre-screen takes a minute. Your CCO sees fewer drafts and clears them faster.
Leak 07
“I have the idea for a Wealth Wednesday. I don't have the Saturday.”
What we implement
A draft in your voice. A compliance pre-screen. A queue for your CCO. End-of-day cycle.
What changes
A post a week without losing a Saturday. Your voice stays yours because the draft reads everything you've already written.
Leak 08
“When prospects search ChatGPT for a planner in my city, my firm doesn't come up. Savant does.”
What we implement
Answer pages and city pages with the right schema, real bylines, and source-level structure.
What changes
Your firm starts showing up in ChatGPT, Claude, Perplexity, and Google's AI answers. On the queries that matter where you live.
What we build