"Fee-only margins are tight — I understand. The right question is: does the tool increase your margin or decrease it? If it enables you to serve more clients with the same team, it's a margin tool, not a margin cost."
"What's your current client-to-staff ratio, and what's the bottleneck — new client onboarding, ongoing service, reporting? The answer tells me whether our platform moves the number."
"We can structure a flat annual retainer so the cost is predictable and budgetable. And if we can show you even a 10% improvement in client capacity, the math usually works. Want to run the numbers?"
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