Past-Quote Price-Match & Win-Back Solutions for Financial Planning Firms

{"faqs":[{"answer":"Tools cost money, require integration, and still need someone to run them — a real burden when advisor productivity is already stretched. CallMyCustomers is done-for-you: real humans make the calls, automation handles the scale, and pricing is a flat one-time setup plus outreach minutes that step down from 21¢ to 9¢ as volume grows. Texts and emails aren't billed separately — the quote covers the full campaign mix.","question":"Why not just have my staff call old prospects ourselves, or buy another outreach tool?"}],"steps":[{"step":"1","title":"Free list review","gradient":"from-orange-500 to-red-500","description":"Send us your client or prospect list — CRM, spreadsheet, or POS export, exactly as it is. We segment by recency and pull out old quotes that never became engagements, and tell you your rate, setup, and what the list can produce before you spend a dollar."},{"step":"2","title":"Approve the message and offer","gradient":"from-yellow-500 to-orange-500","description":"We plan the win-back campaign together — a fresh angle on the old quote, a price-match offer if it fits your firm. You sign off on every script, offer, and message. Then our team runs the calls, texts, and emails in your name."},{"step":"3","title":"Booked meetings and follow-up","gradient":"from-green-500 to-emerald-500","description":"Replies route into your booking process with confirmations and no-show follow-up. Post-meeting, we keep you top of mind with thank-yous, review requests, and seasonal reminders timed to your planning cycle — so they never go dormant again."}],"ctaText":"Turn your old quotes and lapsed clients into booked meetings — get your free list review today.","eyebrow":"Win Back Old Quotes","benefits":[{"icon":"DollarSign","title":"Grow revenue without new acquisition spend","gradient":"from-emerald-500 to-teal-500","description":"Turn dormant proposals and lapsed client relationships into booked review meetings without new acquisition spend. Our team segments your CRM or spreadsheet by recency — old financial plans never implemented, fee proposals that went unsigned, clients who left during market volatility, and referral-ready HNW households. We craft compliant outreach scripts you approve, then our team makes calls on your behalf with texts and emails in your firm's name. Replies route directly into your scheduling process with confirmations and no-show follow-up, so a re-engaged prospect becomes a booked discovery or review meeting.","proof_point":"Reactivating a customer is ~5x cheaper than acquiring one; ~of revenue often comes from repeat customers (callmycustomers.com results page)"},{"icon":"Shield","title":"Compliant, permission-based outreach","gradient":"from-blue-500 to-purple-500","description":"Compliant, permission-based outreach built for fiduciary standards. We work only from your lists of real clients and prospects, honor opt-outs immediately, and follow all calling and texting regulations including TCPA and A2P 10DLC. Every script, offer, and message is approved by you before anything goes out — nothing sends without your sign-off. The booking flow collects explicit consent, and outreach operates under the privacy standards RIAs require. You maintain full control while we handle the execution.","proof_point":"Opt-outs honored immediately; all regulations followed; owner approves every script before send"},{"icon":"Users","title":"Real humans handle the judgment, automation handles the scale","gradient":"from-green-500 to-blue-500","description":"No software to buy, no integration project, no training your paraplanners or client service associates. Send us a CRM export, spreadsheet, or portfolio management system list exactly as it is. We handle list review and segmentation free — showing your rate, setup, and what your list can produce before you spend a dollar. Campaigns typically run two to four weeks end-to-end with replies as soon as the first wave goes out. Real humans handle the judgment calls; automation handles the scale.","proof_point":"Free list review before any fee; win-back campaigns run 2–4 weeks end-to-end"}],"features":["Past-Quote Price-Match & Win-Back campaigns that reopen stale proposals with a fresh angle","List segmentation by recency — 30 days, 6 months, 12+ months — plus old quotes that never became jobs","Calls by our team on your behalf, with texts and emails sent in your firm's name","Booking into your existing process with confirmations and no-show follow-up","Post-service review and referral requests, plus seasonal reminders timed to your cycle","Campaign management folded into one monthly plan — no per-seat or surprise line items"],"headline":"Dormant Prospects and Lapsed Clients Are Quietly Draining Your RIA's Revenue","problems":[{"icon":"TrendingDown","stat":"77 bps → 69 bps revenue yield decline","color":"from-red-500 to-pink-500","title":"Fee compression squeezes revenue yield — 77 bps to 69 bps in two years","description":"Advisory firms face relentless fee deflation as robo-advisors and TAMP platforms push asset-based fees below 1%. The InvestmentNews Pricing and Profitability Study shows average revenue yield dropped from 77 basis points to 69 bps between 2015 and 2017. Meanwhile, Cerulli Associates projects 83% of advisors will charge under 1% for clients with over $5 million by 2026. With average advisory fees ranging from 125 bps at $100K AUM to 67 bps at $10M AUM, every basis point matters — and firms cannot afford to let old proposals and lapsed relationships sit dormant in their CRM."},{"icon":"AlertTriangle","stat":"73% compliance-limited","color":"from-orange-500 to-yellow-500","title":"Compliance restrictions limit tech adoption for 73% of advisors","description":"Three-quarters of advisors say compliance constraints prevent them from fully leveraging technology, and 71% cite poor integration between tools (InvestmentNews). For RIAs and CFP certificants operating under fiduciary responsibility, outreach to past prospects and clients requires careful adherence to SEC marketing rules, TCPA, and A2P 10DLC requirements. Most firms simply never follow up on the financial plans and fee proposals sitting in their CRM or spreadsheet — the compliance friction alone stalls reactivation before it starts."},{"icon":"Clock","stat":"~12 months to be forgotten","color":"from-purple-500 to-pink-500","title":"Advisor productivity down 22% — no capacity to chase old quotes","description":"Kitces research shows advisor productivity has fallen 22% as professionals do more work for fewer clients to justify fees. Staff productivity rose 18% with more clients and revenue per team member, but advisors themselves are stretched thin. Meanwhile, industry data shows most customers forget a business within roughly 12 months — meaning the HNW prospect who never signed your comprehensive financial planning proposal two years ago has likely forgotten your firm exists. Without dedicated outreach capacity, those relationships stay lost."}],"quickWins":["Re-engage clients who left during 2022 market downturn with tax-loss harvesting and portfolio review messaging — approved by you, sent in your firm's name","Follow up on unsigned fee proposals from the last 24 months with updated fee schedule context and fiduciary reminder — replies book directly into your discovery meeting calendar"],"subheadline":"CallMyCustomers turns your old quotes, stale proposals, and inactive client lists into booked review meetings — every message approved by you, run entirely by us.","problemTitle":"The Hidden Costs Killing Financial Planning Firm Growth","testimonials":[{"quote":"We had three years of comprehensive financial planning proposals sitting in Redtail — HNW prospects who went through discovery but never signed the engagement letter. CallMyCustomers segmented them by asset tier and recency, we approved every script, and their team reopened conversations we'd written off. Replies went straight into our Calendly with confirmations and reminders. Felt like our own client service team, just without the hiring.","title":"Managing Partner","author":"Dana Whitfield","business_type":"Financial Planning Firm"},{"quote":"As an RIA, compliance is non-negotiable. I was skeptical about any outreach that might trigger SEC marketing rule concerns. But nothing goes out until I sign off, they only work from our actual client and prospect lists, and opt-outs are honored immediately. The team understands fiduciary language — they don't say 'guaranteed returns' or anything that would create liability. It genuinely felt like an extension of our own compliance-reviewed process.","title":"Principal Advisor","author":"Marcus Oyelaran","business_type":"Financial Planning Firm"},{"quote":"No software to buy, no Salesforce integration project, no training my paraplanners. We exported a CSV from Orion, got a free list review showing exactly what revenue potential sat in our old proposals, and the win-back campaign ran start to finish in under a month. The team handled the calls, texts, and emails in our voice — we just showed up for the booked review meetings.","title":"Firm Owner","author":"Priya Raghunathan","business_type":"Financial Planning Firm"}],"whyDifferent":["You approve every script, offer, and message before anything is sent","Free list review shows your rate and setup before any fee","Done-for-you — no software to buy, learn, or integrate","Works from your CRM, spreadsheet, or POS list exactly as it is","Real humans make the calls; automation only handles the scale","Replies route into your existing booking process","Flat one-time setup — texts and emails never billed separately","Outreach minutes step down from 21¢ to 9¢ as volume grows"],"benefitsTitle":"Why Financial Planning Firms Choose CallMyCustomers","solutionTitle":"How CallMyCustomers Reactivates Your Old Quotes and Lapsed Clients","internal_links":null,"solutionPoints":["Free list review before any fee — you see your rate, setup cost, and what your old quotes and lapsed clients can produce before spending a dollar","Every script, offer, and message is approved by you first — 'We plan the campaign together, you sign off, we run it'","Works from your CRM, spreadsheet, or point-of-sale list exactly as it is — no software to buy, no advisor CRM integration project required"],"socialProofText":"Reactivating a customer costs ~5x less than acquiring one, and ~of revenue often comes from repeat customers. Your next booked client already knows your firm.","problemHighlight":"Fee Compression Pressure","solutionSubtitle":"A done-for-you price-match and win-back campaign that works from your existing list — no new software, no learning curve, no compliance guesswork.","headlineHighlight":"Quietly Draining","research_keywords":["fee compression financial advisors","robo-advisor vs financial advisor","financial advisor fees under 1%","RIA practice management","financial advisor technology stack","advisor CRM integration","financial planning software for advisors","how to grow advisory firm revenue","advisor fee benchmarking","AI tools for financial advisors","wealth management profitability","financial advisor client retention","compliance software for RIAs","advisor productivity tools","niche specialization for financial advisors"],"solutionDescription":"Your firm already did the hard part: the discovery meeting, the plan proposal, the quote. CallMyCustomers reopens those conversations with a Past-Quote Price-Match & Win-Back campaign. We review and segment your list — old quotes that never became engagements, clients gone quiet past 6 or 12 months — then reach out by phone, text, and email in your firm's name with a fresh angle. You approve every script, offer, and message before anything is sent. Replies route straight into your existing booking process, and we follow up post-meeting so relationships never go dormant again.","research_sources_count":15}