Replicate Your Best Advisors.
Translate meeting transcripts into firm-wide organic growth.
The Read
Every meeting,
every advisor
The Data
High-resolution relationship and behavioral
The Micro‑Shifts
The next most important change for each advisor
The Results
Shift the performance curve to the right
A performance gap.
Not all advisors perform the same. We know why.
And we move advisors to the right.
J.D. Power identified the specific advisor attributes that drive the highest-value client relationships. Only 14% of advisors deliver on all of them, producing an NPS of 89. This is highly correlated with McKinsey data on organic growth.
Source: J.D. Power research, as published in Barron's, 2022.
There is an advisor performance gap.
Bridging the performance gap.
Improved advisor performance. Accelerated growth. One micro-shift at a time.
A proprietary behavioral intelligence engine analyzing every meeting transcript.
The engine surfaces the next most important shift each advisor is ready to make. Then tracks it across every conversation that follows.
One number. Performance defined.
Every shift tracked. Every relationship scored. As advice improves, relationships improve, and the number moves.
The Relationship Quality Index®
Trust, loyalty, value for fees, overall experience, advocacy. Five attributes. One composite score. It predicts organic growth, cash flow quality, and enterprise value.
RQI connects the entire value chain: how advisors engage clients to the multiples firms command.
Every advisor. All at once.
All the time.
From 10 to 10,000.
Better client relationships. Accelerated organic growth.