The next revenue your firm finds may already be in your own records.
A free Hidden Revenue Review for independent advisory firms. Two 30-minute calls. Your top three revenue opportunities, ranked by dollar value, on one page you keep.
How much revenue has your firm already paid to earn, and never collected?
Prospects who met with you and didn't sign. Clients with assets at other institutions. Adult children of your clients who have never met you. Retirements, business sales, and inheritances you hear about after the big decisions are made. Introductions that were offered and never followed up.
The information that points to your next best client is scattered: part in your CRM, part in your custodian's reports, part in a spreadsheet, and part in an advisor's memory. Nobody connects it, so nobody acts on it.
How it works
A 30-minute conversation
We start with three simple questions: where your last five new clients came from, what happens after a prospect meets with you and doesn't sign, and roughly what a typical client household is worth to your firm in a year. Rough answers are fine. No prep, no forms, and no access to your client records.
A 30-minute walkthrough
A few business days later, I walk you through a one-page summary of your firm's top three revenue opportunities, ranked by estimated dollar value, using your own numbers. You see the math behind every estimate.
Yours to keep
I email you the summary right after we go through it. Three opportunities, not thirty. Keep it whether or not you ever hire me, and act on it with your own team if you'd rather.
My guarantee
If your review doesn't uncover at least one revenue opportunity worth more than $10,000 a year to your firm, I'll donate $50 to the charity of your choice, in your firm's name.
About your client data
For the review, you don't share a single client record. We work only from what you choose to tell me.
If you later decide to have me build something, your client data stays inside your firm's own systems, under strict confidentiality.
Who is behind this
My name is Rashad Nelson. I served in the Marine Corps and left as a Sergeant. The company name comes from the Corps motto, Semper Fidelis: always faithful.
I'm a data engineer by trade. Semper Analytics is where I put that discipline to work for owners who want their data to produce revenue. I live and work in Douglasville, where I'm active in BNI and a member of the Douglas County Chamber of Commerce.
Semper Analytics is new, and I don't have testimonials from advisory firms to show you yet. The person who conducts your review, writes your summary, and walks you through it is me. Because I do every review personally, I hold only a limited number each month.
From a colleague
“He has a real talent for simplifying complex processes... Beyond his technical ability, he's the kind of person who goes out of his way to help others, which says a lot about his character.”
Reviews are held Mondays and Wednesdays, by phone or video. I hold a limited number each month for independent firms in the Atlanta metro area.