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Revenue Discovery Through Holistic Asset Protection

Own a new service category while other advisors compete over portfolio management. Add $200/month recurring fees plus identify $15,000+ opportunities per client.

Dual Revenue Model:

• Monthly Asset Protection: $200/client
• Plus opportunity-based fees: $6,500-$15,000

 

Results: 40% more referrals • 85% client retention

Revenue Pipeline Dashboard

 
 
 
My Dashboard
$127K
Pipeline Value
47
Active Clients

Recent Opportunities

 
Estate Planning - Johnson ($12K)
 
Life Insurance - Rodriguez ($8.5K)
 
Digital Assets - Chen ($4.2K)
87%
Client Completion
Rate
85%
Client Retention
Rate
40%
More Referrals
Generated
$200
Monthly Fee Per
Client
12
Week Structured
Process

Own the "Holistic Asset Protection" Category

🛡️

Complete Asset Protection Service

Protect all client assets: bank accounts, investments, crypto, important documents, and family instructions. Charge $200/month as a new recurring fee line item that clients can't get elsewhere.

 

New revenue stream beyond portfolio management

🔍

Systematic Gap Discovery

Our structured process identifies specific opportunities:

Life Insurance Gap Analysis ($6,500 avg), Estate Planning Updates ($8,500 avg), Digital Asset Planning ($4,200 avg), and Business Succession Planning ($15,000 avg).

 

Multiple revenue opportunities per client

📋

Client Retention Advantage

Clients stick with advisors who protect their whole family, not just manage portfolios.

Achieve 85% retention rates through comprehensive protection.

 

 

Higher retention than portfolio-only advisors

🤝

40% More Referrals

When you protect entire families, clients naturally refer more. Family members see your comprehensive approach and want the same protection.

 

 

 

 

Referrals increase by 40% on average

🔒

RUFADAA-Compliant Asset Organization

While discovering opportunities, clients organize all assets with bank-level security and built-in RUFADAA compliance. Zero-knowledge encryption means even we can't access client data, ensuring privacy and reducing your liability.

 

Reduces liability and compliance concerns

⚡

Complete Family Protection Service

Clients protect everything: financial accounts, crypto assets, important documents, online accounts, and family instructions. Creates comprehensive legacy protection that families truly value and appreciate.

 

 

High-value service clients can't get elsewhere
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What Your Clients Actually Get

While you're building revenue opportunities, your clients receive comprehensive family protection services they can't get anywhere else

 

bank accounts icon in color navy blue with pure white backgroundComplete Financial Organization

 

All bank accounts, investment accounts, credit cards, and login information organized in one secure location. Special instructions and account details protected for family access during emergencies.

 

crypto wallet icon in navy blue color with pure white background

Digital Asset Protection

 

Secure crypto wallet URLs, access information, recovery keys, private keys, NFTs, and custodian details. Prevents the $450 billion in lost crypto assets that families can't access.

 

codicil and online will icon in color navy blue with pure white background Estate Planning Tools

 

Built-in codicil wizard for digital assets, online will creation tools, and secure upload for existing wills, trusts, and power of attorney documents.

 

mail delivery icon in navy blue color with pure white backgroundGenerational Asset Transfer

 

Vaults automatically deliver to designated recipients with personalized messages. Choose delivery by date, manually, or emergency triggers. You remain the main contact for vital information.


 

 

family security icon in navy blue color with pure white background

End of Life Planning

 
 

Step-by-step guide for recording final wishes including funeral preferences, memorial instructions, and personal messages. Ensures important details are organized and accessible.

family security icon in navy blue color with pure white background Military-Grade Security

 

Zero-knowledge encryption means even IronClad Family can't see stored information. Each client has individual encryption preventing mass breaches. RUFADAA compliant for legal access.

RUFADAA Compliance Built in

✅ Codicil Feature

Clients can upload and update a secure, time-stamped codicil that explicitly grants digital access rights—making their intentions crystal clear under RUFADAA.

🔒 Zero-Knowledge Encryption

Even we can't access the contents, meaning privacy for the client and reduced liability for you as their advisor.

📄 No Legal Rewrite Needed

By embedding access rights in the vault, advisors help clients comply with RUFADAA without needing to revise their will or trust documents.

The result? Holistic protection that checks every legal box—without added friction, liability, or cost.

Seamlessly Integrates With Your Existing Tech Stack

Works alongside your current planning software to enhance, not replace, your workflow
eMoney Envestnet RightCapital AssetMap MoneyGuidePro Redtail

"IronClad Family completely changed our business model. We went from competing on fees to owning the 'holistic asset protection' category. We're charging $200/month per client for comprehensive protection, plus we're identifying $12,000-18,000 in additional opportunities per client. Our retention is now 87% and referrals increased by 38%."

— Sarah Chen, CFP, Horizon Wealth Management

Added $127,000 in recurring revenue in 8 months

While Other Advisors Compete Over the Same Products...

You Own a New Category

Most advisors fight over portfolio management, insurance, and annuity sales. Smart advisors are claiming "Holistic Asset Protection" as their unique value proposition.

Traditional Competition:

Everyone offers portfolio management, insurance, and annuities.

Clients shop based on fees and performance.

Holistic Asset Protection Category:

You protect their entire family's assets - digital, physical, and financial. Clients can't get this anywhere else.

⚠️
Market Window Closing: Once 3+ advisors in your area implement this model, the competitive advantage disappears. Check availability in your market.

Revenue Dashboard

$9,400
Monthly Recurring
$127K
Opportunity Pipeline

Recent Opportunities

Estate Planning - Johnson ($8,500)
Life Insurance Gap - Rodriguez ($6,500)
Digital Asset Planning - Chen ($4,200)

 

Download Your Free Revenue Category Playbook

See exactly how advisors are generating $127K+ in new opportunities by claiming the "Holistic Asset Protection" category. Get the complete case study showing how Sarah Chen added $127,000 in recurring revenue in just 8 months.

 

$450,000,000 Loss

 

Stefan Thomas agreed to be paid for a job in Bitcoin. Bitcoin was worth about $1 each then and he was paid 7002 bitcoins. He put them in a wallet called “IronKey” and wrote the password on a piece of paper. Unfortunately, he later lost the paper! Over the years, he forgot the password, and IronKey allows you to mistype the password 10 times before it locks the wallet forever. At this time, those 7002 bitcoins are worth just shy of $450 Million Dollars, but since he can’t remember the password, it is all lost. It’s just gone!

stepan thomas

Join 200,000+ customers around the world who trust IronClad Family

Cancel Anytime. No Hidden Fees. Only Peace of Mind.

$189 per client

Pay As You Go

Schedule Consult
Gift to each client for one year
Collaborate with the client to organize documents such as financial, personal, legal and health
Display your business contact info on the client portal and "Contact My Advisor" button for one year
Get notified in case of an emergency for one year
Unlimited Family Vaults
Unlimited file uploads
Delivery of vital docs to recipients (including yourself) based on date, death/incapacitation or manual
Zero Knowledge Encryption
Online will & codicil planners
Funeral planner
Branded emergency wallet cards
$199 per month

Growth
Holistic Advisor

Schedule Consult
Up to 25 clients
Sponsor clients for as long as desired
Collaborate with each client to organize vital documents such as financial, personal, legal and health
Display your business contact info on the client portal and "Contact My Advisor" button
Get notified for each client in case something changes or in case of an emergency
Unlimited Family Vaults
Unlimited file uploads
Delivery of vital docs to recipients (including yourself) based on date, death/incapacitation or manual
Zero Knowledge Encryption
Online will & codicil planners
Funeral planner
Branded emergency wallet cards

Most Popular

$299 per month

Pro
Holistic Advisor

Schedule Consult
Up to 50 clients
Sponsor clients for as long as desired
Collaborate with each client to organize vital documents such as financial, personal, legal and health
Display your business contact info on the client portal and "Contact My Advisor" button
Get notified for each client in case something changes or in case of an emergency
Unlimited Family Vaults
Unlimited file uploads
Delivery of vital docs to recipients (including yourself) based on date, death/incapacitation or manual
Zero Knowledge Encryption
Online will & codicil planners
Funeral planner
Branded emergency wallet cards
Custom Flexible pricing

VIP Agency

Contact Sales
Multiple Advisors or 50+ clients per advisor
Everything in the Holistic Advisor plans
Personalized training & onboarding for each advisor
Option to white label

BONUS - Your Brand in Your Clients' Wallets

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special offer

In addition to protecting their assets, your clients will get valuable emergency wallet cards. These are essential emergency contacts and durable business cards featuring your details, ensuring your clients will cherish and keep them.

30 -Day Money Back Guarantee

Mikkel Thorup_019-1

quote
As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."

Mikkel Thorup
Financial Advisor | Expat Money

Claim the Holistic Asset Protection Category in Your Market

Join 800+ advisors who've stopped competing on portfolio management and started owning a premium service category that clients can't get anywhere else.

Frequently Asked Questions

What is IronClad Family’s approach to supporting advisors?

IronClad Family empowers financial advisors by championing a holistic advising model that goes beyond numbers, helping you better serve your clients by aligning financial strategies with their values, goals, and long-term vision.

How does holistic advising enhance my client relationships?

Holistic advising helps you build deeper, more meaningful connections by addressing your clients’ full financial picture, including their family dynamics, aspirations, and life events. This approach fosters trust and long-term loyalty.

Why is IronClad Family an ideal partner for financial advisors?

We are highly regarded by Securian Financial for our comprehensive support of holistic advising. By partnering with IronClad Family, you gain access to tools, resources, and expertise that enable you to deliver more impactful, client-centered solutions.

How can holistic advising differentiate me from other advisors?

By adopting a holistic approach, you stand out by offering a more personalized and impactful client experience. Clients increasingly value advisors who understand their broader goals, family needs, and long-term aspirations.

Does holistic advising work for all types of clients?

Yes! Holistic advising is effective for clients across all income levels and life stages. Whether your clients are focused on building wealth, protecting their legacy, or planning for retirement, this approach ensures their financial strategies are aligned with their unique needs.

How do I get started with IronClad Family?

We make it easy to start. Schedule a consultation to discuss how IronClad Family can enhance your advising practice and help you deliver holistic, results-driven solutions to your clients.