The Client Engine
PreRetireez maps the complete commercial journey from acquisition spend through to SOA presentations, signed clients, recurring revenue and enterprise value.
We identify the highest-value growth levers, install the required infrastructure and use live performance data to improve the system over time.
One connected commercial journey.
Every dollar of acquisition spend travels through a defined set of stages before it becomes recurring revenue and enterprise value. The Client Engine treats them as a single system.
- 01Advertising
- 02Educational pathway entry
- 03Retirement Readiness Assessment
- 04Personalised Results
- 05Live Modelling Session
- 06Fact-Find
- 07SOA Presentation
- 08Signed Client
- 09Recurring Revenue
- 10Enterprise Value
- Volume
- Conversion rate
- Cost
- Owner
- Time delay
- Capacity requirement
- Commercial value
- Optimisation opportunity
Diagnose. Model. Build. Measure. Optimise. Scale.
A structured operating model that turns growth investment into a measurable, improvable system rather than isolated marketing activity.
- 01
Diagnose
Map the firm's current acquisition, sales, advice and revenue process end to end.
- 02
Model
Build the firm's Growth Equation and model required volume, conversion, investment, capacity and commercial outcomes.
- 03
Build
Install campaigns, landing pages, assessments, booking, CRM, automation, setter workflows and reporting.
- 04
Measure
Track the complete journey from advertising through to revenue received.
- 05
Optimise
Identify and improve the highest-leverage conversion, capacity and economic bottlenecks.
- 06
Scale
Increase investment only when the data supports further growth.
From click to enterprise value.
- CPC
- Landing-page visitors
- Educational pathway entry conversion
- Cost per lead
- Cost per first meeting
- Contact rate
- Booking rate
- Show rate
- Fact-find completion
- SOA conversion
- Adviser availability
- Paraplanning capacity
- SOA capacity
- Onboarding capacity
- Client-value tiers
- Fully loaded CAC
- LTV
- Payback
- Cash-conversion cycle
- Recurring revenue
- Revenue attrition
- Maintainable earnings
- Indicative book value
- Indicative enterprise value
Where the leverage lives.
“Small improvements across multiple stages can compound into a materially different commercial outcome.”
Traditional Marketing vs A Growth Operating System.
Compounding gains across the full system.
- Better traffic economics
- Higher lead conversion
- Better lead quality
- More bookings
- Higher show rate
- Better advice progression
- Improved adviser utilisation
- Clear bottleneck visibility
- Better allocation
- Lower CAC
- Better payback
- Stronger client mix
- More net recurring revenue
- Reduced attrition
- Higher indicative enterprise value
Model The Firm Before Scaling The Spend.
The Advice Firm Growth Model is the diagnostic and modelling software behind the Client Engine. It allows the firm to:
- Map its current process
- Define client tiers
- Enter actual conversion rates
- Compare current vs optimised
- Model required leads, SOAs and clients
- Calculate cost per SOA and CAC
- Model cash conversion
- Forecast recurring revenue
- Estimate indicative enterprise-value uplift
Model your firm, current vs optimised.
Edit the assumptions on either side. Outputs update live so you can see how small improvements at each stage compound through to recurring revenue and indicative enterprise value.
Illustrative model. Real diagnostics use the firm's own conversion rates, capacity, client tiers, cash-conversion timing and economics.
PreRetireez is not built around lead volume. It is built around improving the complete commercial system that turns growth investment into clients, recurring revenue and long-term firm value.
Model Your Firm's Growth Economics Before You Scale It.
In a private Growth Economics Modelling Session, we'll map your current acquisition process, identify your biggest growth constraints and model the economics required to hit your firm's growth targets. You will leave with a clearer understanding of volume, capacity, adviser load and practical priorities.
The Client Engine is the methodology. The Advice Firm Growth Model is the diagnostic and modelling software. The Growth System is the infrastructure installed inside the firm. The 90-day Founding Firm Program is how the system is implemented.
PreRetireez does not provide personal financial advice, financial product advice or product recommendations. Any financial advice is provided only by the licensed advice firm and its authorised advisers under the firm's AFSL or licensee arrangements.