Sound familiar?
These are the problems financial advisors deal with every day. FireApp was built to solve them.
Annual reviews slip through the cracks
You intend to meet with every client annually, but some go eighteen months without a review. By then they are wondering if you have forgotten about them, and a competitor is reaching out.
Personal details are hard to recall
A client mentions their daughter is starting college next fall. Six months later you cannot remember which client said that, and the personal touch that builds trust is lost.
Referral opportunities are missed
A satisfied client would happily refer you, but you never asked because you do not have a system for identifying and prompting referral conversations at the right time.
Prospecting gets buried under service work
Serving existing clients takes all your time, and your prospect pipeline dries up. You only notice when assets under management plateau.
How FireApp helps financial advisors
The features that matter most for your workflow, without the features that get in the way.
Client lifecycle pipeline
Track prospects through stages like Referred, Discovery Meeting, Financial Plan Presented, Onboarded, and Active Client. See your growth pipeline at a glance.
Detailed contact profiles
Store personal notes alongside professional details. Log family milestones, risk tolerance, and financial goals so every conversation feels informed and personal.
Review meeting scheduling reminders
Set annual or semi-annual review reminders for every client. FireApp surfaces who is due for a meeting so nobody gets overlooked.
Referral tracking
Record who referred whom and track referral conversion. Identify your top referral sources and thank them appropriately.
Your workflow with FireApp
Here is how financial advisors use FireApp day to day.
Receive a referral
A current client introduces a friend. Create the prospect, link them to the referrer, and note the context of the introduction.
Conduct the discovery meeting
Log their financial situation, goals, family details, and risk profile. Move them to Financial Plan Presented once you deliver the proposal.
Onboard the new client
Mark the deal as won and set up review meeting reminders. Tag them by account type and service tier.
Maintain the relationship year-round
Log every call, meeting, and email. Before each touchpoint, review the timeline so you remember their daughter's college plans and their retirement timeline.
Prompt referral conversations
After a successful review meeting, FireApp reminds you to ask for referrals. Track the outcome and follow up with any new introductions.
“I manage relationships with over a hundred families and FireApp keeps me from dropping the ball. The review meeting reminders alone have saved three client relationships that were slipping away.”
Thomas R.
Certified Financial Planner
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