Meeting Prep & Follow-Up
Builds a one-page prep sheet before a client meeting and drafts the follow-up email and task list after it
Stays out: Account numbers, Social Security numbers, full statements
FINANCIAL PLANNING & ADVICE FIRMS
Get Your Financial Planning & Advice Firms Data AI‑Ready
The Professional Services Pack is how Small Biz Data works with firms that sell expertise and time rather than products, starting with financial planning offices.
Who It's For
Fee-only and fee-based planning firms and small registered investment advisers. Client data sits across a CRM, planning software, a custodian and the books, and every AI tool has to fit the firm's compliance process.
What We Measure
Revenue per Professional
Revenue divided by the number of client-facing professionals
Where It Comes From: Books plus staff list
Client Time Share
Share of professionals' working hours spent with or for clients, from time entries or calendars
Where It Comes From: Time tracking or calendar
Realization
Amount billed or collected as a % of the standard value of the time worked
Where It Comes From: Time and billing system
Days Sales Outstanding
How many days of revenue sit unpaid in receivables
Where It Comes From: Books (AR aging)
Client Retention Rate
Share of clients at the start of the year still active at the end
Where It Comes From: CRM
Revenue Concentration
Share of revenue from the ten largest clients
Where It Comes From: Books, by customer
Admin Hours per Professional
Weekly hours each professional spends on notes, data entry and scheduling
Where It Comes From: Time log or a two-week sample
Households per Advisor
Active client households divided by lead advisors
Where It Comes From: CRM
New Client Onboarding Days
Days from signed agreement to the first planning meeting with accounts open
Where It Comes From: CRM and custodian dates
Fee Billing Exceptions
Quarterly fee bills that needed a manual fix before going out
Where It Comes From: Billing run log
Household Record Match Rate
Share of households whose names, accounts and contacts agree across the CRM, planning software and custodian
Where It Comes From: Exports from each system
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Client Letters
Drafts annual review letters, onboarding welcomes and routine notices in the firm's voice for an advisor to review
Stays out: Personal recommendations not yet reviewed by an advisor
Firm Knowledge Base
Answers staff questions about how the firm does things
Stays out: Client files
Prospect & Proposal (optional)
Drafts proposals and engagement letters from approved templates and the fee schedule
Stays out: Prospect financial details beyond what the template needs
What Stays With You
Small Biz Data organizes and connects the firm's data. It does not give legal, compliance or investment advice, and every AI tool and note-taker is set up only where the firm's own compliance process allows it.
How Ready Is Your Business?
Twenty yes-or-no statements written for Financial Planning & Advice Firms. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Insurance Agencies
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes