For independent advisory firms
Every inquiry answered in 60 seconds. Every new client onboarded without the chase.
Advisor Ready builds the automation layer between your CRM, your calendar and your paperwork. Live in 14 days, fixed price, and your team approves every message before it goes out.
You own every workflow. No client data is stored by us.
- Wealthbox
- Calendly
- Your e-signature tool
- Your AI notetaker
- Outlook and Gmail
The typical advisory firm spends about $3,800 in marketing to win a single client.1 Then the next inquiry arrives at nine on a Saturday night, and waits until Monday.
1. Median client acquisition cost in Kitces Research's advisor marketing study, as reported by Financial Advisor magazine, October 2024.
Three systems that close the gap.
Speed to lead
Part of the Lead-to-Onboarded System
A prospect fills in your form at 9pm. By 9:01 they have a personal reply and a link to book. No inquiry waits until Monday.
How speed to lead worksOnboarding without the chase
Part of the Lead-to-Onboarded System
The moment an agreement is signed, the checklist starts. Clients get clear requests and polite reminders until every document is in.
How onboarding worksReview prep on autopilot
Add-on system, $2,500
Seven days before each review, the agenda and questionnaire go out. You walk in with open items and last notes in one brief.
How review prep works
Live in 14 days, or you pay nothing further until it is.
The clock starts when you give us access.
- Day 0
Audit
A 45-minute call. You get a map of your lead and onboarding steps and three automations ranked by hours saved.
- Days 1 to 10
Build
Built inside accounts your firm owns, tested with sample data, and reviewed with your compliance officer.
- Days 11 to 14
Go live
Your team is trained in one session. We watch the first live runs together, then the care plan keeps it running.
Built for a regulated firm from the first line.
Your compliance officer gets a one-page description of exactly what the system does, what it touches and what it never will.
Read the full security page- A human approves every message
- AI drafts. Your team sends. Nothing client-facing leaves unsupervised.
- Your data stays in your accounts
- Workflows run in accounts your firm owns. We store no client data.
- Records land in your CRM
- Every draft, approval and send is written back for your books and records.
- What we never touch
- No investment advice. No custodian logins. No trading or money movement.
Fixed prices. No hourly billing. No surprises.
Start with the audit. Its cost comes off your build.
Practice Automation Audit
Credited in full toward your build.
Book the audit- 45-minute working call
- Map of your current steps
- Three automations ranked by hours saved
Lead-to-Onboarded System
FlagshipOne-time. Live in 14 days.
Start with the audit- Speed to lead and onboarding systems
- Built in accounts you own
- Team training and compliance one-pager
Care Plan
Cancel any time.
Ask about the care plan- Monitoring of every run
- Fixes when your tools change
- Two small changes each month
One engineer, accountable for the whole build
I'm Daniel Lubin, an automation engineer in Dallas. I am not a financial advisor and I never act like one.
I build the systems behind the advice, and I take two new builds a month so each one gets my full attention.
Daniel Lubin, Dallas, Texas. More of my work is at daniellubin.com.
Straight answers
Does the AI talk to our clients on its own?
No. It drafts. Someone on your team approves every client-facing message before it is sent.
Where does our client data live?
In your CRM and in automation accounts your firm owns. Advisor Ready keeps no copy.
Who owns the workflows?
You do. If we part ways, everything keeps running and stays yours.
Which CRMs do you work with?
Wealthbox today. Ask about Redtail and Salesforce during your audit.
What happens when one of our tools changes?
The care plan covers monitoring and fixes, so a vendor update never silently breaks a workflow.
Find the three automations worth building in your firm.
The audit is 45 minutes and $750, credited toward your build. You keep the map either way.
Book the practice audit