Your Advisors Hate
Your Systems
Stop making them juggle 6 logins to see one client. Give them everything in one place so they can do what they do best—advise.
- The Reality
A Day in the Life of Your Advisor
9 AM:
Client meeting in 30 minutes. Time to pull the data.
CRM Says:
$2.1M AUM
Portfolio System Says:
$2.3M AUM
Planning Software Says:
$2.0M AUM
Which number do I use?
9:15 AM:
Try to reconcile the differences. Export data. Build spreadsheet. Hope it’s right.
9:30 AM:
Walk into meeting with fingers crossed.
This happens every day. To every advisor. On your team.
- What We Fix
One Dashboard. Real Numbers. Happy Advisors.
Stop the Login Shuffle
CRM + Portfolio + Planning + Documents = One screen. Everything your advisor needs, right there.
End Number Confusion
When systems disagree, we show the truth. Real-time data that actually adds up.
Kill Meeting Prep Stress
Client dashboard loads. Data is ready. Advisor looks like a hero.
What Your Advisors Get
Client at a Glance
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Real AUM (not 3 different numbers)
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Recent activity that matters
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Next steps that are actually doable
Reports That Work
-
No more "let me get back to you"
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No more Excel gymnastics
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No more explaining why the numbers changed
Workflows That Flow
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Tasks that make sense
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Deadlines they can hit
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Status updates that are real
The Change
- Before Milemarker™
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6 systems to check one client
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30 minutes to prep for a meeting
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"The numbers don't match again"
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Frustrated advisors
- After Milemarker™
1 dashboard shows everything
5 minutes to prep for any meeting
Numbers that always add up
Advisors who can focus on clients
Real Results
And if you want to run a profitable business, the focus has to be on collaborating with the advisors on identifying and measuring clear goals. Milemarker™ makes all of this possible.
Shannon Spotswood
CEO of RFG Advisory
Built for
Real Firms
Your W2 Advisors
Get what they need. See what they should. Nothing more.
Your 1099s
Their brand. Their clients. Your data standards.
Your Teams
Shared access. No confusion. Everyone on the same page.
Part Of:
Ready to Stop the Madness?
Watch an advisor use one dashboard instead of six systems.
Schedule a call to get your advisors what they need.
Let them advise.
