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Advisor AI Automated Participant-Level Retirement Advice Powered by The Sherman Sheet for Financial Advisors

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(970) 818-0187
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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.

Demand

Any individual retirement plan participant is a potential prospect. This large pool gives you an easy way to grow your client base.

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.

Easy to get started

No need to prospect. Start by offering fund recommendations to your existing clients for their retirement accounts, annuities, or VULs.

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.

Ted Rich
Rivertree Advisers, LLC

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.

Andy Barkate
California Retirement Plans

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

  • Lessons

  • Tool recommendations

  • How to videos

  • A proven system

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Click the link below to get started. Sign in using your email.

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.

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.

Automate client onboarding

The signup flow automatically adds clients to the Client’s AI CRM and collects subscription fees for you without account custody.

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

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.

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.

Send bulk emails

When market conditions change you can quickly send bulk emails to large groups of clients.

Collect advisory fees

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.

See payment status of subscribers

You'll be able to see at a glance which subscriptions are paid and which are not.

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.

Ric Lager
Lager & Company, Inc.

A full-featured platform

Everything you need to manage your retirement advice business

Prospecting

Retirement advice is a proven way to find new clients. Advisor AI makes the whole process managable.

Communication

Create and send personalized emails to prospects and clients. Advisor AI even automates mutual fund recommendations with research from The Sherman Sheet.

Payments

A hassle-free way to collect advisory fees without account custody.
  • 1 advisor license
  • 30 day free trial
  • unlimited contacts
  • send unlimited emails
Call to get started
(970) 818-0187
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