Built for Wealth Firm Sales Leaders

The CRM the managing director runs the AUM number from.

A managing director at a 30 to 150 advisor wealth firm has to forecast AUM growth against a board target, see every advisor book clearly, enforce prospecting discipline across a team that resists it, and plan succession for the retiring senior advisors. Strkr collapses that into one workspace with a native AUM forecast, advisor-wide pipeline visibility, cadence enforcement, and a succession planning surface.

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Why buyers are here

Financial advisors Sales Leaders: the daily pains.

A managing director at a wealth management firm runs a motion that no CRM was built for. The target is AUM growth across a 30 to 150 advisor team, with each advisor running a book that mixes 6 to 18 month HNW cultivation, retirement-driven committed households, estate-transition events, and referral-partner relationships. The forecast conversation with the firm principals is not a monthly commit number on next quarter; it is a four-quarter AUM glidepath against a board target with assumptions on new household wins, net flows on existing books, and expected retirements on the senior advisor bench. In the typical Redtail or Wealthbox or Financial Services Cloud stack, the sales leader has no clean view of advisor pipelines, no enforced prospecting cadence, no succession planning surface, and no AUM forecast rollup. The sales leader rebuilds the view in a Google Sheet every quarter and the firm principals ask the same five questions every board meeting. The six pains below show up on every wealth-firm sales leader buyer call we run.

AUM forecast is a sheet

The board target is a Google Sheet, not the CRM.

The managing director walks into the board meeting with a Google Sheet carrying four quarters of expected AUM, assumptions on new household wins, net flow on existing books, and retirement attrition on the senior advisor bench. The sheet lives on one laptop, updates once a quarter, and drifts from the CRM every week. Strkr runs a native AUM forecast across advisor books: advisors submit per-household expected-commit calls, the sales leader overrides where the firm read differs, the number rolls up quarterly and renders on the dashboard against the board target. The board meeting runs off the dashboard.

No advisor pipeline visibility

I cannot see every advisor pipeline on one screen.

A sales leader managing 20 advisors has to see every pipeline on one screen to spot the advisor who is dry, the advisor who is overcommitted, and the advisor sitting on five households that should have closed last quarter. Redtail and Wealthbox render per-advisor views; Financial Services Cloud renders per-record views. Strkr ships a native firm pipeline rollup grouped by advisor, filterable by segment, projected AUM band, referral source, or cultivation stage, so the sales leader opens Monday with the whole book visible.

Prospecting cadence drifts

Prospecting dies the week after the all-hands.

The firm agrees to a weekly prospecting cadence at the all-hands and runs it for ten days before the discipline fades. The sales leader has no surface that enforces the cadence per advisor, so the conversation turns into a monthly reminder email that nobody reads. Strkr Flows enforce the cadence: weekly target set per advisor, daily nudge if the advisor is behind, auto-escalation to the sales leader on the Friday if the advisor missed the target. The cadence survives the all-hands plus three weeks.

Senior advisor succession blind spot

Three advisors retire this decade and I do not know who gets what book.

Senior advisors retire or wind down over a 3 to 10 year arc and the firm has to plan who inherits each book, when the hand-off starts, how the receiving advisor is prepared, and how clients are retained through the transition. In the current stack the plan lives in a Word document the firm principals reread once a year. Strkr ships a native succession planning surface that links each senior advisor to a successor advisor per book, with planned hand-off date, retention risk per household, and a hand-off checklist tied to Flows that start the mentorship arc the quarter before transition.

Referral partner math is a hunch

I know we work with CPAs but I cannot rank the partners.

Half the firm pipeline flows through CPAs, estate attorneys, and center-of-influence relationships. The sales leader knows some partners drive volume and some do not, but ranking the partner network by conversion rate, time-to-commit, and total AUM traced to source lives in a spreadsheet nobody updates. Strkr renders partner-level math on the referral graph: conversion rate per partner, total AUM traced to source, average time-to-committed per partner, so the sales leader allocates the next partner lunch budget by return instead of relationship momentum.

Advisor review by anecdote

Advisor review runs off three stories, not a dashboard.

The quarterly advisor review runs off three deals the advisor remembers, two concerns the sales leader has written down somewhere, and a vague sense of pipeline health. The sales leader has no scorecard per advisor across cultivation velocity, next-step freshness, review-queue participation, and committed AUM against target. Strkr renders a per-advisor scorecard on the leader dashboard so the quarterly review opens with the shared number already surfaced instead of the sales leader rebuilding the story from memory.

How Strkr fits the wealth firm sales leader week

The primitives wealth-firm sales leaders actually use.

Strkr for wealth management sales leaders is the same workspace every advisor runs, with leader-tier views layered on top. Everything below ships on every paid tier with no premium leader module gate, no premium list price when the firm scales from 30 to 100 advisors, and no modular upcharge when the firm picks up a new referral channel or a new committed-household band. The primitives line up with what a managing director repeats every week: run the AUM forecast against the board target, see every advisor pipeline on one screen, enforce the firm prospecting cadence, review advisor performance against a shared scorecard, allocate referral-partner investment by return, and run the succession planning conversation with the firm principals grounded in the same surface the advisors are using.

AUM forecast

Four-quarter glidepath against the board target.

The AUM forecast surface renders four quarters of expected AUM across advisor books, with assumptions on new household wins (from the cultivation pipeline), net flow on existing books (held in advisor-level net-flow projection), and retirement attrition on the senior advisor bench (tied to the succession planning surface). The sales leader sees the firm glidepath against the board target with the delta surfaced per quarter and per assumption. The board meeting opens with the dashboard, not a slide.

Firm pipeline rollup

Every advisor cultivation board, one screen.

The firm pipeline rollup renders every advisor cultivation board on a single screen, grouped by advisor, sorted by stage and expected commit quarter. Filter by segment, projected AUM band, referral source, or hygiene score to find the fifty households that matter this quarter across the firm. Collapse per advisor when running the firm-wide review and expand per advisor when running the one-on-one.

Advisor scorecard

Per-advisor view of velocity, discipline, committed AUM.

Each advisor carries a scorecard on the leader dashboard across cultivation velocity (stage transitions per quarter), next-step freshness (percent of open households with a future-dated next step), review-queue participation (percent of outbound routed through firm review), committed AUM against quarterly target, and net-new household count. The quarterly review opens with the shared number already surfaced.

Cadence enforcement

Weekly prospecting target, daily nudge, Friday escalation.

The sales leader sets a prospecting target per advisor per week (outbound touches, meetings booked, referral asks, cultivation moves) and Strkr Flows enforce the cadence. Daily nudge on the advisor dashboard if the advisor is behind pace. Friday 3 PM auto-escalation to the sales leader if the advisor missed the target. Cadence metrics render on the scorecard so the Tuesday one-on-one is grounded in a shared number.

Succession planning

Senior advisor to successor, with hand-off date and risk.

The succession planning surface links each senior advisor to a successor advisor per book, with planned hand-off date, retention risk per household (scored from cultivation history and relationship depth), and a hand-off checklist tied to Flows that start the mentorship arc the quarter before transition. The sales leader runs the succession conversation with the firm principals grounded in a shared surface instead of a Word document.

Referral partner math

Rank the partner network by return.

The referral graph renders partner-level math on every CPA, attorney, and center-of-influence partner: conversion rate per partner, total AUM traced to source, average time-to-committed per partner, and net-new household count by quarter. The sales leader allocates the next partner lunch budget, event sponsorship, and co-marketing spend by return instead of relationship momentum.

Advisor one-on-one view

Context pre-loaded for every advisor meeting.

Open the advisor card and see the one-on-one workspace: cultivation pipeline moves this quarter, cadence pace against target, scorecard metrics, stuck households past threshold, open follow-ups, and committed AUM delta. The sales leader walks in with the three questions already surfaced and spends the hour coaching instead of pulling reports. Notes attach to the advisor timeline, action items turn into tasks the advisor sees Monday.

Firm dashboards

AUM growth, cultivation velocity, retention, net flows.

The leader dashboard ships with AUM growth by advisor, cultivation velocity by segment, time-to-committed by referral source, retention by household band, net flows on existing books, and net-new household count by quarter. Each tile is filterable by advisor, segment, referral source, and timeframe. The firm quarterly runs off the dashboard in 30 minutes instead of a two-week ticket queue with the BI consultant.

Flows for the wealth firm leader motion

Automations across forecast, cadence, succession, review.

The best wealth firm sales leaders automate the quiet administrative drag between advisors and spend their hours on the three advisors where judgment matters most and the two referral partners worth another lunch. Strkr Flows cover the automations every wealth firm sales leader should run as native triggers with no webhook plumbing. The pattern below is what shows up in week two of every deployment and compounds into cleaner firm hygiene, a tighter cadence, and an AUM forecast the firm principals can trust.

Forecast submit-lock

Quarterly cadence, submissions lock on the close.

A quarterly flow opens the forecast on the first day of the window, nudges advisors mid-cycle if they have not submitted, locks submissions at the quarter close, and rolls the firm number to the sales leader queue. Advisors who miss the lock escalate to the sales leader automatically. The number that lands at the board meeting is the number the firm actually agreed on, with the submission history and override audit preserved per advisor for the review conversation.

Cadence enforcement

Weekly target set, daily nudge, Friday escalation.

The sales leader sets the weekly prospecting target per advisor. The flow drops a nudge on the advisor dashboard every day the advisor is behind pace, with the specific gap number and the two outreach moves to catch up. Friday 3 PM auto-escalation to the sales leader with the advisor name, gap number, and cultivation board link. The cadence survives the all-hands plus three weeks.

Stuck household digest

Monday email, fifteen households on the firm hot-list.

Monday 7 AM, Strkr identifies every household across the firm pipeline that has been in stage longer than the per-stage threshold with no activity. The flow drops a nudge on the owning advisor dashboard and attaches the batch to the leader review view. The firm pipeline review opens with the stuck list already surfaced instead of the sales leader building it live during the meeting.

Risk-flag digest

Monday email, the five advisor-firm risk flags.

Monday 7 AM email to the sales leader: the top five Strkr AI deal risk flags across the firm with the specific reason per flag (no decision-maker contact in 21 days, cultivation stale past the stage threshold, close date already slipped twice). The sales leader walks into the Monday firm meeting with the risk list in hand. The digest frames the week coaching conversations around five specific households instead of a vague "we need to tighten up the pipeline" line.

Succession mentorship kickoff

Mentorship flow fires a quarter before the hand-off.

Each succession plan carries a planned hand-off date. A flow fires one quarter before the date, creating a mentorship project in Strkr Projects that pairs the senior advisor with the successor advisor on top-twenty households, scheduling the client introduction meetings, and surfacing the retention-risk households to the sales leader. The hand-off starts on the calendar, not on the Monday after the departure.

Partner-return nudge

Top-five partners surface for the next lunch slot.

Monthly flow computes partner return (conversion rate, total AUM traced, time-to-committed) across the firm referral graph and drops the top-five partners on the sales leader partner-investment view. The next lunch budget, event sponsorship, and co-marketing spend route by return instead of relationship momentum. The firm pipeline tilts toward the partners who deliver.

Advisor review prep

Quarterly review opens with the shared number surfaced.

The week before each quarterly advisor review, a flow renders a review packet per advisor: scorecard metrics, cadence pace, cultivation velocity, committed AUM against target, net-new household count, review-queue participation, and the three stuck households with the sales leader note attached. The sales leader walks into the review with the packet in hand and the advisor opens the shared view in parallel.

What the sales leader sees that advisors do not

The leader tier that stays out of the advisor workspace.

A leader tier that creates a parallel UI is a tier advisors resent. Strkr keeps the advisor workspace identical for advisor and sales leader, then adds a leader-only overlay for firm rollups, scorecard metrics, succession planning, forecast override, and private one-on-one notes that advisors do not see. The result is a shared source of truth where advisors trust that what they see is what the sales leader sees, with no shadow view running on top. The surfaces below are what gets added at the leader tier, not what gets taken away from the advisor.

Firm pipeline rollup

Every advisor cultivation board in one scrollable view.

The sales leader rollup shows every advisor cultivation board on a single screen, grouped by advisor, sorted by stage and expected commit quarter. Filter by segment, projected AUM band, referral source, or hygiene score to find the fifty households that matter this quarter. Collapse per advisor when running the firm-wide review and expand per advisor when running the one-on-one.

Private one-on-one notes

Leader notes that advisors do not see.

Notes captured during an advisor one-on-one can be marked private to the sales leader or shared with the advisor. Private notes feed into the quarterly review view and the succession planning surface, so the sales leader has running context on each advisor across the year. Shared notes become visible to the advisor on Monday with the related action items queued. Both live on the same advisor timeline.

Forecast override

The firm read beats the advisor read when it has to.

Advisors submit their quarterly expected-commit calls per household through the forecast workflow. The sales leader overrides the advisor call per household where the firm read differs, and the override carries a one-line reason the advisor sees on Monday. The firm number that rolls up to the board is the leader-adjusted number, with the advisor submission preserved as an audit trail for the quarterly review.

Risk-flag inbox

Every Strkr AI flag across the firm, in one list.

Every Strkr AI household risk flag in the firm lands in a leader-only risk inbox. The sales leader triages each flag in two clicks: dismiss (false positive, carries a reason), schedule coaching (creates a task tied to the household), or escalate (routes to the firm principals with the flag history attached). The inbox clears to zero on a disciplined week.

Succession planning surface

Senior-to-successor map with hand-off dates.

The succession planning surface links each senior advisor to a successor advisor per book, with planned hand-off date, retention risk per household, and a hand-off checklist. The surface is leader-only visible by default. The sales leader runs the firm principals conversation grounded in the same shape, with export in the format firm principals expect.

Advisor benchmarks

Advisor against firm, firm against band.

Every advisor metric (cultivation velocity, pipeline value, win rate, AUM growth, cadence pace) renders against the firm average and the industry band on the same tile. The sales leader spots the advisor a quarter outside the firm on cultivation velocity and runs a specific coaching session instead of a generic "we need to prospect more" talk.

AUM target setting

Per-advisor AUM target per period, with ramp curves.

The sales leader sets AUM target per advisor per period with a ramp curve for new business-development advisors. The target rolls into pacing dashboards for the advisor and the sales leader without a quarterly sync meeting. Change a target mid-period and the ramp recalculates automatically. The audit trail per advisor is preserved so the compensation and promotion conversation is grounded in a shared history.

Head-to-head

Strkr for wealth firm sales leaders vs the Redtail + Wealthbox + Financial Services Cloud stack.

A typical wealth management sales leader stack runs Redtail or Wealthbox for CRM, Salesforce Financial Services Cloud for the enterprise shops, a Google Sheet for the AUM forecast, Orion or eMoney for the portfolio and reporting view, Mailchimp or Constant Contact for outbound, and a Word document for succession planning. Strkr collapses most of the sales leadership surface into a single workspace with one bill, one admin surface, one record of truth per household, and leadership tooling built with wealth-firm motions in mind.

What matters Strkr Redtail + Wealthbox + Financial Services Cloud stack
Number of tools the sales leader opens daily 1 (Strkr) 5 to 7 (CRM, forecast sheet, portfolio tool, email marketing, succession doc, BI, review inbox)
AUM forecast surface Native four-quarter glidepath against the board target Google Sheet rebuilt every quarter by an advisor
Firm pipeline rollup Native rollup across advisor books with filter and group Per-advisor views, no firm-wide pipeline screen
Prospecting cadence enforcement Weekly target set, daily nudge, Friday escalation All-hands reminder, no enforcement surface
Succession planning Native surface with hand-off date and retention risk Word document reread once a year
Advisor scorecard Per-advisor view of velocity, discipline, committed AUM Review by anecdote, three stories per advisor
Referral partner math Native graph with conversion, AUM, time-to-committed Spreadsheet nobody updates past month two
Forecast override by sales leader Native per-household with audit trail and advisor-visible reason Edit the sheet, no audit trail
Firm reporting (AUM, velocity, retention, net flows) Native dashboard tiles, filterable, CSV export Power BI retainer at a thousand per month
Risk flag inbox for the sales leader Native Strkr AI flags with specific reasons per household Monthly all-hands slide with vague summary
One-on-one prep for the advisor review Context pre-loaded with scorecard, cadence, pipeline, risk Sales leader builds a Google Doc Sunday night
Monthly cost per advisor (leadership stack) One per-seat line, see pricing page Five to seven per-seat lines plus BI retainer

See the CRM the managing director runs the AUM number from.

Start a 14-day trial with the full wealth firm leadership stack enabled: AUM forecast with four-quarter glidepath, firm pipeline rollup, advisor scorecard, cadence enforcement, succession planning surface, referral partner math, forecast override with audit, and native migration paths from Redtail and Wealthbox and Financial Services Cloud. One bill, one workspace, one record of truth. The pricing page lays out the per-advisor seat line in full so there is no mystery before the trial starts, and the sales forecast feature page shows the hierarchical rollup in detail if that is the piece you want to pressure-test first.

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Common questions

Financial advisors Sales Leaders buyer FAQ.

Can Strkr replace Redtail, Wealthbox, or Salesforce Financial Services Cloud for a wealth firm sales leader?

For most wealth management firms running 30 to 150 advisors, yes. Strkr covers the firm pipeline rollup, AUM forecast with submit-lock, advisor scorecard, cadence enforcement, succession planning surface, referral partner math, forecast override with audit, risk-flag inbox, and native migration paths from Redtail and Wealthbox and Financial Services Cloud. For firms running Financial Services Cloud for a decade with deeply customized Apex and Lightning pages, the switching cost is real and Strkr ships a native migration path that preserves records, custom fields, picklist values, and household history so the switching cost is quantifiable before the first production record moves. Portfolio and performance reporting continues to run on Orion or eMoney with native integration into Strkr for the committed-household view.

How does the AUM forecast work for a wealth firm with mixed cultivation and net-flow motions?

The AUM forecast renders four quarters of expected AUM across three input lanes. First, new household wins from the cultivation pipeline, with per-household expected-commit calls submitted by advisors and overrides by the sales leader where the firm read differs. Second, net flows on existing books, with advisor-level projections for inflows (deposits, inherited consolidation, 401k rollovers) and outflows (planned distributions, retirement income). Third, retirement attrition on the senior advisor bench, tied to the succession planning surface so a senior advisor winding down over three years carries a projected AUM transition curve into the forecast. The sales leader sees the firm glidepath against the board target with the delta surfaced per quarter and per assumption. The board meeting runs off the dashboard, not a slide.

How does Strkr enforce prospecting cadence across advisors who resist it?

The sales leader sets a weekly prospecting target per advisor (outbound touches, meetings booked, referral asks, cultivation moves). Strkr Flows enforce the cadence. Daily nudge on the advisor dashboard if the advisor is behind pace, with the specific gap number and the two outreach moves to catch up. Friday 3 PM auto-escalation to the sales leader if the advisor missed the target, with the advisor name, gap number, and cultivation board link. Cadence metrics render on the advisor scorecard so the Tuesday one-on-one is grounded in a shared number instead of a vague "you need to prospect more" line. The cadence survives the all-hands plus three weeks because the enforcement is a workflow, not a reminder.

What does the succession planning surface look like in practice?

The succession planning surface links each senior advisor to a successor advisor per book, with planned hand-off date, retention risk per household (scored from cultivation history, meeting frequency, and relationship depth), and a hand-off checklist tied to Flows. A flow fires one quarter before the hand-off date, creating a mentorship project in Strkr Projects that pairs the senior advisor with the successor advisor on top-twenty households, scheduling the client introduction meetings, and surfacing the retention-risk households to the sales leader. The surface is leader-only visible by default. The sales leader runs the firm principals conversation grounded in the same shape every quarter, with export in the format firm principals expect, and the hand-off starts on the calendar instead of on the Monday after the departure.

How does Strkr help the sales leader rank the referral partner network?

The referral graph renders partner-level math on every CPA, estate attorney, and center-of-influence partner across the firm. The sales leader sees conversion rate per partner (households introduced vs households committed), total AUM traced to source, average time-to-committed per partner, and net-new household count by quarter. A monthly flow computes partner return across the full graph and drops the top-five partners on the sales leader partner-investment view. The next lunch budget, event sponsorship, and co-marketing spend route by return instead of relationship momentum. The firm pipeline tilts toward the partners who deliver and the sales leader allocates the hour budget with grounded numbers.

Can the sales leader customize the pipeline and scorecard without an ops ticket?

Yes, within the permission matrix the ops hire configures. The sales leader can tune cultivation stages, scorecard weights, cadence targets per advisor, saved views, forecast category labels, risk-digest cadence, and one-on-one note templates without a ticket. Deeper schema changes (new custom objects, API-level integrations, flow logic that writes to external systems) still route through the ops hire or admin role by design, so leadership-tier configuration stays local but shared architecture stays coherent. Most wealth firms give the sales leader full self-serve on pipeline, cadence, and scorecard, and route firm-wide changes through operations.

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