Stage 01
Attract
- Meta advertising campaigns
- Cold-traffic landing page
- Campaign tracking
A firm-owned retirement client acquisition pathway
Build a measurable retirement client acquisition pathway inside your firm.
PreRetireez helps advice firms attract, prepare, qualify and book retirement-focused consumers through a firm-owned acquisition system, with follow-up, reporting and analytics built in.
Foundation Firm Offer, 3 spots remaining
No setup fee for the first 4 suitable firms accepted into the pilot.
The system installed
A connected acquisition pathway
- Campaign
- Readiness Check
- Personalised Results
- Booking
- CRM
- Adviser
- Revenue
Installed inside your firm, connected end to end from campaign to attributable revenue.
6,000+
Consumer enquiries generated
2,000+
Appointments supported
Built from real
Advice-firm growth experience
Why this matters
Most advice firms do not need more disconnected leads.
They need a structured way to attract the right retirement consumers, prepare them before adviser time is used, qualify suitability and intent, book conversations consistently and track progression through to revenue.
- Attract the right retirement consumers
- Educate and prepare them
- Qualify suitability and intent
- Book and follow up consistently
- Track enquiry-to-revenue performance
The goal is not simply more leads. It is more prepared, adviser-ready conversations.
What PreRetireez installs
The infrastructure installed inside your firm.
A connected acquisition pathway designed around your firm's brand, target clients, advisers, compliance requirements and internal processes.
Stage 02
Prepare and Qualify
- Retirement Readiness Check
- Personalised results page
- Consumer education and pre-framing
- Qualification questions
Stage 03
Book and Follow Up
- Live booking workflow
- Adviser calendar routing
- Email and SMS automation
- Appointment-setter workflow
Stage 04
Track and Improve
- CRM pipeline
- Fact-find progression
- SOA tracking
- Performance reporting
Connects with your stack
No rip-and-replace.
PreRetireez is designed to plug into the systems your firm already uses. We connect the consumer-facing pathway with your existing CRM, advice software, calendar, email and reporting tools so data flows where it already lives.
CRM & Practice Software
- Sync enquiries, bookings and notes
- Works with Salesforce, HubSpot, Xplan and common practice tools
Calendar & Email
- Adviser calendar routing
- Automated confirmations and reminders
Advice & Compliance
- Consumer consent and record capture
- Compliance-ready file notes and handoff
Advertising & Analytics
- Meta and paid campaign integration
- End-to-end attribution and reporting
Data & Automation
- Webhook and API-ready data flow
- Connects with Zapier, Make and MuleSoft
Secure & Flexible
- No forced platform migration
- Configured around your existing workflow
Commercial clarity
Understand the economics before launch.
We model the pathway using your firm's adviser capacity, conversion assumptions, client value and media budget so the opportunity can be assessed commercially before launch.
Commercial flow
- 1Advertising Spend
- 2Enquiries
- 3Booked Calls
- 4Held Meetings
- 5New Clients
- 6Revenue
Key assumptions reviewed
- Monthly media budget
- Estimated cost per enquiry
- Booking rate
- Show rate
- Adviser conversion rate
- Average client value
- Adviser capacity
Projections are indicative and depend on actual campaign performance, adviser capacity, follow-up quality and conversion outcomes.
Foundation Firm Offer
3 spots remainingNo setup fee for the first 4 suitable firms.
We are waiving the initial setup fee for the first 4 suitable advice firms accepted into the PreRetireez pilot.
Book a demonstration to see how the system works, model the potential commercial opportunity and determine whether the pathway is suitable for your firm.
1 allocated, 3 available
The offer applies only to suitable firms that complete a demo, are accepted into the pilot and proceed with an agreement. Advertising expenditure and ongoing service fees are not included.
Book a Demo
Booking a demo does not reserve a position.
Built from real industry experience
Built from real advice-firm growth experience.
Ash Bradley previously co-founded and helped scale a financial advice firm and has spent years building, testing and refining retirement enquiry and appointment pathways.
- More than 6,000 consumer enquiries generated
- More than 2,000 appointments supported
- Advice-firm marketing and growth
- Appointment setting and follow-up
- CRM and pipeline development
- Adviser workflow design
- Conversion and revenue tracking
Ash Bradley
Founder, PreRetireez
See the system in action
See how the PreRetireez pathway could work inside your firm.
Book a demonstration to walk through the complete system, review your current acquisition process and model whether the opportunity makes commercial sense for your firm.
3 Foundation Firm spots remaining, no setup fee for accepted firms.