Your practice spends $250K annually on presentation work. Nobody budgeted for it. Nobody approved it. But it's real—and it's eating your margins.
The hidden cost center nobody talks about
Hidden in "overhead" and "administrative time"
Redirect these resources to growth, not slides
Each advisor reclaims 8 hours weekly. That's capacity for 50+ new client relationships without hiring.
50 new clients at $50K average = $2.5M in new AUM. At 1% fee = $25K annual revenue.
No more weekend slide work. Advisors leave at 5pm. Paraplanners focus on planning, not formatting.
Every client gets the same professional presentation. No more rushed, error-prone last-minute decks.
Stop spending $250K on slides. Start growing your practice.
Calculate Your Savings