I build the system that turns those notes into prepped review meetings, CRM tasks, compliant follow up, and quarterly letters. Your advisors keep the tools they have. Live in 14 days.
You tell me how meeting prep and quarterly letters work at your firm today. Who does what, and how long it takes.
I show you the system running live on a realistic advisor book. Real generation, not slides. You pick the client, you paste the notes.
We do the math for your headcount. If the numbers don't clearly work, we shake hands and you keep them.
No deck. No drip campaign afterward. You get one email with what we discussed, and then it's your move.
Three minutes before each review meeting, the advisor reads one page: what changed, what was promised, what to bring up. No more hour of digging through the CRM.
After the meeting, every commitment becomes a task with an owner and a due date. The client gets a recap email the same day.
Letter drafts for every household, written from their actual data. Advisors edit instead of writing from scratch.
Every brief, email, and letter filed the way the SEC expects. Nobody has to remember to do it.
I map how prep, follow up, and letters actually happen at your firm and count the hours they eat. You get a written build plan with the ROI math. If you go ahead, the full $2,500 counts toward the build. If you don't, the plan is yours to keep.
I wire the system into your note taker, your CRM, and your letter templates, then train your team on it. Nothing gets replaced. Your advisors keep working the way they work.
Models change and CRM fields drift. I watch the system, fix what breaks, and keep improving it. Cancel any time after 60 days.
Notes from Jump or Zocks. CRM in Wealthbox or Redtail. Custody at Schwab, Fidelity, or Pershing. If your advisors record meetings, the raw material already exists. It just isn't doing anything for you yet.
If your advisors aren't each getting back five or more hours a week within 30 days of go live, I refund the build. We check the math together before you spend a dollar past the audit.
Gregersen Consulting is me, Arthur Gregersen. I do one thing: the meeting to letter workflow for independent RIAs. US citizen, US working hours, invoices in USD. I build every system personally and take on one firm at a time.
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