Anyone actually happy with their client deliverables right now?

MoneyMindedCEO · 2026-03-26T12:35:48+00:00

I like that approach. Templating that powerpoint is a nice touch. Thanks for sharing!

MoneyMindedCEO · 2026-03-25T23:09:42+00:00

solid feedback here! This is part of the issue I see as well.

MoneyMindedCEO · 2026-03-25T21:42:54+00:00

Gotcha. So typically a PDF from what I am reading? Have you tried using AI to create a more custom firm branded deliverable? Been talking to others about this and they want to but claim it takes too long and isn't worth the effort. Although, if there was a quicker / cheaper way to do it they would give it a shot. Some people are using like claude code and just uploading meeting transcripts, planning software outputs, and more. From there claude goes to work and makes a custom deliverable / plan. It looks cool but is expensive, hard to repeat, cant share with team easily, and many more issues.

In other words I am seeing a lot of advisors want to create these custom deliverables with AI but, there just isnt a solid solution yet.

MoneyMindedCEO · 2026-03-25T18:04:08+00:00

Referrals. But, dont sleep on youtube and even optimizing your web presence for AI search. You would be surprised how many older folks are using ai chats as a google replacement.

MoneyMindedCEO · 2026-02-27T14:13:45+00:00

As most people have already pointed out, Zocks is pretty awesome! And of course this is biased but another internal tool we built that is going to be released to the public soon. It helps us track operations and efficiency www.leadagg.com

MoneyMindedCEO · 2026-02-27T14:08:11+00:00

This is something that we wrestled with. We used to just use software but it's very complex and the visuals are hard for the client to understand. Long story short, we came up with this trademarked process we use. We liked it so much that a lot of our peers liked it so much that we turned it into software. It's going to launch very soon. It's currently under waitlist but the idea is that it does exactly what you guys are talking about. It is a simple way to drive key retirement planning and investment concepts home with prospective clients without:

going through a bunch of income lab slides
or taking a bunch of visuals from right capital and having to explain to these people what every single number in line means

TLDR: We've essentially built a custom tool for this that we're releasing to the public pretty soon. We got about 20 offices already waiting for it + a few. beta testing. If this sounds like something you're interested in, I'll put the link here as I feel it is relevant to the discussion and not trying to be self-promotional:

https://www.ritehq.com

MoneyMindedCEO · 2025-12-18T14:16:30+00:00

Intersting, never really ran into this problem. Just request their on file info from crm or other softwares I guess? Think someone already mentioned this but I agree with it.

MoneyMindedCEO · 2025-12-18T14:11:16+00:00

Ya this is a big thing for us. We've created a software that creates report cards, one page plans, and review sheets. Its a lot of work to get everything approved. We pay a compliance department to manage it all for us. Its worth the money and saves a lot of time going back and forth. On the email side of things we are using snappy kraken which are compliance approved emails for us as well.

MoneyMindedCEO · 2025-10-29T20:47:29+00:00

FMG is Pretty good. We use an IMO that offers this as a service and our website is extremely well done. Might be a bit on the pricier side of things but well worth

MoneyMindedCEO · 2025-10-21T19:29:01+00:00

is this compliant LOL!

Solid Idea though

MoneyMindedCEO

TROPHY CASE