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Logical Growth

Built from the advisor’s side of the desk.

Roth Conversion Analysis is now available for advisor beta testing.

Logical Growth is being developed by working financial advisors to solve the planning, reporting, automation, and workflow problems we deal with ourselves.

We are building practical technology around the way retirement-focused advisors actually work, from attracting and managing prospects to automating follow-up, identifying opportunities, developing planning strategies, serving existing clients, and understanding what is driving growth.

Too often, financial advisors are forced to adapt their business to software that was built for someone else.

Logical Growth is being built the other way around: around the workflows, decisions, and client relationships that define an advisory practice.

Request Roth Beta Access

Free during beta for approved Michigan advisors.

Coming Soon

02

Logical Growth CRM

Organize and automate the way your advisory business works.

Logical Growth CRM is designed around the actual journey from prospect to client and the ongoing relationship that follows.

Explore capabilities

The platform can help organize and automate:

  • Leads and prospects
  • Seminar and webinar registrants
  • Event attendance
  • Appointment scheduling
  • Follow-up sequences
  • Tasks and reminders
  • Email and text communication
  • Opportunities and pipeline stages
  • Client service workflows
  • Annual review processes
  • Ongoing client follow-up
  • Advisor and team workflows

Instead of forcing an advisory business into a generic sales process, Logical Growth CRM can be configured around the stages, activities, and workflows financial advisors actually use.

Built-In AI

Logical Growth CRM will also include built-in AI capabilities to help automate communication, CRM activity, and repetitive work.

Depending on the tools and workflows enabled, AI can help with:

Explore AI capabilities
  • Responding to leads and clients through AI-powered conversations
  • Answering common questions using configured business knowledge
  • Qualifying leads and collecting information
  • Assisting with appointment scheduling
  • Suggesting and generating replies and other communications
  • Supporting inbound or outbound AI voice conversations
  • Reading and updating supported CRM information
  • Creating content and assisting with CRM tasks
  • Helping build and improve workflows using natural-language instructions
  • Using AI agents to perform multi-step processes and trigger actions

The goal is not to add AI just so the software can be called “AI-powered.”

The goal is to use AI and automation where they can actually reduce repetitive work and help an advisory firm operate more efficiently.

Why It Matters

Organize the business, automate repetitive workflows, and use AI to help advisors and their teams spend more time on the work that requires human judgment.

Coming Soon

03

Reporting Database

Know what is happening in your business, not just what is sitting in your CRM.

The Logical Growth Reporting Database is intended to bring together information from across an advisory business and turn it into useful reports, trends, performance measurements, and actionable information.

Understand Your Book of Business

Explore capabilities

The Reporting Database could help advisors identify:

  • Clients approaching important ages
  • Medicare-related milestones
  • RMD and QCD opportunities
  • Retirement dates
  • Other planning milestones
  • Households that may require attention
  • Client segments and trends
  • Useful book-of-business reports
  • Opportunities hidden inside existing client data

Instead of relying on memory or manually searching through hundreds of records, advisors could have reports showing where attention may be needed.

Understand Your Marketing and Sales Performance

The Reporting Database is also intended to measure performance throughout the entire prospect-to-client process.

Explore capabilities

That can include:

  • Leads generated
  • Cost per lead
  • Registrations
  • Registration-to-attendance rates
  • Attendance rates
  • Appointments generated
  • Cost per appointment
  • Appointment-to-client conversion
  • Performance by campaign
  • Performance by lead source
  • Performance by advisor
  • Assets brought in by source
  • Revenue generated by source where data permits
  • Ultimately, true cost per acquisition

Generating leads is not the goal.

Generating profitable new client relationships is.

Why It Matters

Know what is happening in your book of business, and know what your marketing is actually producing.

Move beyond activity reports and start understanding which activities are actually producing appointments, clients, assets, revenue, and growth.

Coming Soon

04

Retirement Paycheck Planner

You spent your career building retirement savings. Now where does your paycheck come from?

The Retirement Paycheck Planner is being designed around one of the biggest questions people face when they retire:

“I saved the money. How do I turn it into reliable income?”

Instead of looking at retirement accounts as separate piles of money, the planner would show how different income sources can work together to fund the household’s lifestyle.

Explore income sources

Potential retirement income sources include:

  • Social Security
  • Pension income
  • Annuity income
  • Traditional IRA and 401(k) withdrawals
  • Roth withdrawals
  • Taxable investment accounts
  • Cash reserves
  • Other recurring retirement income
Explore planning capabilities

The planner could model:

  • Monthly and annual spending needs
  • Inflation
  • Social Security claiming
  • Pension income
  • Guaranteed annuity income
  • Withdrawal sequencing
  • Required Minimum Distributions
  • Qualified Charitable Distributions
  • Federal and state taxes
  • Social Security taxation
  • Medicare IRMAA
  • Portfolio withdrawals
  • Remaining account balances
  • Long-term assets and legacy values

An advisor could compare different income strategies and show a client where the money supporting their lifestyle is expected to come from year after year.

Your Retirement Paycheck

Social Security+ Pension+ Annuity Income+ IRA / 401(k) Withdrawals+ Roth Withdrawals+ Taxable Investments+ Cash= Retirement Spending

The planner could also show how that paycheck changes as Social Security begins, pensions start, RMDs arrive, guaranteed income is added, or different accounts are used over time.

Why It Matters

Help clients move from:

“I have $1 million saved.”

to:

“I understand where my paycheck comes from and how my retirement income plan works.”

Built for the way advisors actually work.

Logical Growth is not about forcing an advisory business into somebody else’s software model.

Each tool is being developed around a specific problem financial advisors face in the real world.

CRM organizes and automates the relationship.

Manage prospects, clients, communication, follow-up, tasks, workflows, and opportunities while using automation and built-in AI to reduce repetitive work.

Reporting shows what needs attention and what is working.

Find useful information and planning opportunities inside the existing book of business while measuring performance from the first marketing dollar all the way to an acquired client.

Planning tools help solve the client’s problem.

Use focused applications such as the Roth Conversion Analysis and Retirement Paycheck Planner to turn complicated retirement decisions into understandable strategies.

Some of these tools may work together directly. Others may stand on their own.

What they share is more important:

They are being built around the way financial advisors actually do business.

Practical Technology for Advisors.

No giant list of features simply to make the software look impressive.

No collection of calculators solving problems nobody has.

The focus is straightforward:

Build useful tools for the work financial advisors actually do.

More Is Coming.

The Roth Conversion Analysis is the first Logical Growth planning application available for advisor beta testing.

The Logical Growth CRM, Reporting Database, Retirement Paycheck Planner, and additional advisor technology will follow as they are developed and tested.

Interested in Roth Beta Access?

Request access to the Roth Conversion Analysis advisor beta.

Free during beta for approved Michigan advisors.

Request Roth Beta Access