Turn Advisor Relationships Into a Retention Machine — and Get Paid to Build It
Learn to design, price, and sell automated client communication systems that protect AUM at scale — starting with a $1,000 audit offer and closing at $8K–$18K implementations with recurring $3K–$6K/month retainers.
The advisors who pay the most for this work aren't buying automation — they're buying the certainty that no client goes dark on their watch.— Sky Hacker
What you'll learn
What you'll be able to do
- Design a tiered client communication cadence segmented by AUM, relationship length, and life stage — so no client falls silent for more than 30 days
- Build automated workflows for quarterly review reminders, market event alerts, and personal milestone messages that send in the advisor's own voice
- Conduct a Client Communication Audit and deliver it as a paid $1,000 discovery offer that positions you as the expert before selling the full system
- Package and price the full AI Client Communication System as an $8,000–$18,000 implementation engagement with a clear scope of deliverables
- Pitch the retention ROI argument with confidence — quantifying the AUM at risk from poor communication (e.g., $10.5M on a $50M book) to close advisory clients
- Structure and sell an ongoing Advisory Ops Retainer ($3,000–$6,000/month) covering cadence updates, market trigger management, onboarding, and monthly retention reporting
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
6 modules · 26 lessons
The Retention Problem & The Opportunity
Frame the client communication crisis in financial advisory and establish the ROI case that makes this service irresistible to advisors.
- 1.1Why Advisors Lose AUM Without Knowing ItIncluded
- 1.2The 92% vs 71% Retention ArgumentIncluded
- 1.3Who You're Selling To: Advisor Profiles & Pain PointsIncluded
- 1.4Your Market Entry: Positioning as an Ops ExpertIncluded
Designing the Client Communication System
Architect the full tiered communication framework — cadences, triggers, and personalization logic — that forms the core deliverable.
- 2.1Tiered Cadence Design by AUM, Relationship Length & Life StageIncluded
- 2.2Quarterly Review Reminders: Workflow ArchitectureIncluded
- 2.3Market Event Triggers: Identifying Clients & Sending Timely AlertsIncluded
- 2.4Milestone Messages: Birthdays, Anniversaries & Life EventsIncluded
- 2.5The Advisor's Daily Task List: What the System Hands Off vs. FlagsIncluded
Building in the Advisor's Voice
Create communication templates and an AI-assisted approval workflow so every automated message sounds authentically human.
- 3.1Voice Capture: Extracting the Advisor's Tone & LanguageIncluded
- 3.2Writing Templates That Sound Personal at ScaleIncluded
- 3.3The 5-Minute Review & Approve WorkflowIncluded
- 3.4Compliance-Aware Messaging for Financial AdvisorsIncluded
The Client Communication Audit: Your $1,000 Entry Offer
Package and deliver a paid discovery audit that diagnoses communication gaps and pre-sells the full system implementation.
- 4.1Audit Scope & Deliverables: What's Included for $1,000Included
- 4.2Running the Audit: Data Collection & Gap AnalysisIncluded
- 4.3Delivering the Audit Report: Framing Findings to Close the Next SaleIncluded
- 4.4The Opening Question That Starts Every Sales ConversationIncluded
Packaging & Pricing the Full Implementation
Scope, price, and present the $8,000–$18,000 AI Client Communication System as a clear, defensible productized engagement.
- 5.1Scoping the Implementation: What's Built, In What OrderIncluded
- 5.2Pricing Logic: How to Land Between $8K and $18KIncluded
- 5.3The Proposal: Structuring a Scope of Work That ClosesIncluded
- 5.4Handling Objections: Price, Compliance, and 'We Already Have a CRM'Included
Selling & Delivering the Advisory Ops Retainer
Transition implementation clients into a $3,000–$6,000/month retainer and build the recurring delivery engine that makes it sticky.
- 6.1Retainer Scope: The Four Pillars of Ongoing Advisory OpsIncluded
- 6.2Monthly Retention Reporting: Metrics That Prove Your ValueIncluded
- 6.3Pricing the Retainer: Anchoring to AUM RetainedIncluded
- 6.4The Handoff Conversation: Transitioning from Implementation to RetainerIncluded
- 6.5Scaling Your Practice: Systems, Subcontractors & Multiple Advisory ClientsIncluded
Who it's for
Is this you?
Independent Ops Consultants
You already sell ops or automation services and want to productize a premium, repeatable offer in a niche where clients have real money and a measurable retention problem.
Agency Builders Targeting Finance
You're building or scaling a done-for-you agency and want to own a defensible vertical — wealth management — with high-ticket implementation and monthly retainer revenue.
RIA Firm Owners
You run your own registered investment advisory practice and want to build this system internally to protect your AUM and scale client relationships without adding headcount.
Wealth Management Consultants
You advise advisory firms on practice management and want a concrete, high-ROI ops deliverable to anchor your engagements and justify premium project fees.
Freelance Marketing Specialists
You write, automate, or build CRM workflows and want to reposition your skills as a high-value retention system for financial advisors — not just another marketing vendor.
Financial Ops & COO Professionals
You work inside advisory or wealth management firms and want the system design framework and business case to champion a proper client communication infrastructure internally.
Questions
Frequently asked
Your teacher
A note from your teacher
Sky Hacker
If you've spent any time inside a financial advisory firm — or tried to sell ops services into one — you already know the frustrating truth: most advisors are running a $30M, $50M, or $100M book of business on a communication system that would embarrass a mid-sized dental practice. Quarterly reviews go unscheduled. Market volatility hits and clients hear nothing for two weeks. A client turns 65 and nobody sends a note. And six months later, that advisor is wondering why a long-term client just moved $800,000 to another firm.
I built the Advisor Retention OS because I kept seeing the same gap — a massive, quantifiable business problem with a clear operational solution — and almost nobody was positioned to solve it professionally. The advisors knew they had a problem. They just didn't have the time, the systems expertise, or frankly the interest to fix it themselves. That's the opening. That's where you come in.
What I've built here isn't a course about marketing or cold outreach. It's a practitioner's playbook for designing a high-value ops service, pricing it correctly, and delivering it in a way that makes advisors wonder how they ever operated without you. We start with the retention economics — the 92% vs. 71% retention argument that turns a vague "we should communicate better" into a specific AUM-at-risk number your prospect can't ignore. Then we build the system: tiered cadences, automated workflows, voice capture, compliance-aware templates, and the advisor's daily task handoff. Then we sell it — audit first, implementation second, retainer third.
I want to be direct with you about what this is and isn't. This school won't hand you a magic script or promise you clients in 30 days. What it will give you is a complete, scoped service offering with real pricing logic, a sales framework built around ROI math that advisors respect, and the operational depth to actually deliver. If you do the work, you'll finish this school with a productized offer, a proposal template, and a clear path to your first or next advisory client.
This market is underserved, the problem is urgent, and the clients — when you frame it right — will pay well for a real solution. I built this curriculum to be the resource I wish I'd had. Come build something durable with it.
— Sky Hacker
Start your journey today
Join get instant access — learn at your own pace with an AI coach in your corner.
$197/mo
Recurring billing · cancel anytime
Secure checkout · Instant access
- 6 modules, 26 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed