Work & tools / Role Impact Simulator

Role Impact Simulator

Model how enterprise growth levers affect assets, retention and advocacy.

$0.54B

Incremental AUM (3-yr)

+55 bps

Organic growth uplift

+7.3 pts

Advisor retention uplift

+13 pts

Client NPS uplift

29%

At-risk book capture

Activation controls

Tune the operating system.

Pillar I · Organic Growth & BrandMarketing Engine15Firm-wide organic growth operating system: prospecting cadence, referral triggers, local SEO, content engine.Pillar I · Organic Growth & BrandBrand Cohesion20%Share of affiliated practices aligned to a coherent endorsed-brand architecture.Pillar II · Digital TransformationDigital Adoption40%Share of advisors and clients actively using planning, portfolio, CRM, reporting, and mobile workflows.Pillar III · Succession & ContinuitySuccession Capture Rate35%% of at-risk books retained via documented succession protocol, next-gen quarterbacks, and internal buyout financing.Pillar IV · Advisor ExperienceCulture & Advisor Well-Being30Defined service models, growth pathways, advisor listening, and practical friction reduction.

Contribution map

See where the movement comes from.

Lever	$M	bps	pts	pts	%
Marketing Engine	$0.07B	+11 bps	+0.3 pts	+0 pts	1%
Brand Cohesion	$0.05B	+4 bps	+0.6 pts	+1 pts	2%
Digital Adoption	$0.15B	+22 bps	+1.6 pts	+9 pts	4%
Succession Capture Rate	$0.22B	+14 bps	+2.1 pts	+1 pts	19%
Culture & Advisor Well-Being	$0.05B	+5 bps	+2.7 pts	+2 pts	4%

Directional planning model only. Outputs illustrate relative operating leverage and are not forecasts, commitments, or investment advice.

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