Client nurturing systems for advisors
Raze Drops builds client nurturing systems for financial advisors, so every client hears from you on a sensible rhythm and no review date or policy anniversary quietly passes unnoticed. You spend your own time in the conversations that actually need your judgement, with the client history already in front of you.
On this page
An advisory book is built on being remembered. The clients who refer you are the ones who heard from you in a quiet year, and those are exactly the ones a busy diary drops. This page describes the nurturing system we build around a book of clients, and what it costs.
What does an advisor lose in a quiet year?
Clients who hear nothing assume nothing is happening, and when they finally act they act with whoever contacted them last.
The referrals go the same way. A client who has not heard from you in eight months does not think of you when a friend asks who they should speak to, and that is the cheapest business you will ever lose.
What does the client nurturing system actually do?
It keeps a contact rhythm per client segment, triggers on review dates and anniversaries, and sends material that is relevant to that client rather than a newsletter to everybody.
Replies and anything that looks like a life event come to you with the client history attached, so you walk into the conversation prepared. It is a CRM and sales automation build with marketing automation sitting on top of the client list you already keep.
What does a nurturing build cost and how long is it?
It is priced per project, from $300 to $9,000 depending on the segments, the channels and the systems your client data lives in, plus a monthly maintenance retainer.
You see the proposal and the fixed price before any deal is signed, and nothing goes out in your name that you have not approved as a template. Advisors often read deliverability tooling for email marketers and compliance systems for chatbot developers as related builds.
| Over one client year | Managed from a diary | With the nurturing system |
|---|---|---|
| Regular contact | Whoever came to mind this month | A rhythm per client segment |
| Review dates | Remembered, or not | Triggered ahead of time, every client |
| Policy anniversaries | Spotted by chance | Flagged with the client history |
| Relevant material | One newsletter to everybody | Matched to the client’s situation |
| Client replies | Buried in an inbox | Brought to you with the file attached |
Tell us how many clients are in your book and we will send a proposal with a fixed price. Start on the contact page.