My clients' advisors already use a major platform — there's network lock-in.

"Which platform, and what's driving the lock-in — data migration cost, client inertia, or advisor preference?"

"Network effects are real, but they're not permanent. Every major platform was 'unstoppable' at some point. The advisors who grow their practice fastest are usually the ones who see the lock-in for what it is — a temporary constraint."

"We have a migration path that makes switching nearly frictionless — data portability, client re-engagement frameworks, advisor training. What would it take to make the switch worth it for you?"