What if your next source of recurring revenue didn't require a single new client?
No new leads. No additional marketing campaigns. No client acquisition costs.
Just your existing clients' 401(k)s.
You've already earned their trust. You already manage their investments. But what about the retirement accounts sitting outside your custody?
Those held-away assets could represent an untapped revenue opportunity.
The question is: How much could it be worth to your firm?
Stop Wondering. Start Calculating.
We built the Plan Confidence Profit Calculator to help you uncover that opportunity in seconds.
Just enter two numbers:
Your estimated number of held-away accounts.
Your estimated monthly advisory fee per client.
Instantly see your estimated monthly profit after Plan Confidence's fees.
No spreadsheets. No complicated math. Just your numbers.
Turn Potential Into Profit.
Identifying the opportunity is one thing. Making it scalable is another.
Plan Confidence helps you extend your investment strategy to clients' held-away 401(k)s without hours of manual research, investment mapping, and documentation.
Your clients. Your strategy. Your potential new revenue stream.
You've Already Earned the Relationships.
Now see what they could mean for your bottom line.
Two inputs. 5 seconds. Your potential monthly profit.
Try the Profit Calculator here!
Calculator results are estimates, not guaranteed profits. Actual results depend on client participation, collected fees, and other business expenses.