clarityadvisor.
Powered by AI. Guided by Marketing Intelligence. Built on Human Connection.
THE FIVE STAR PRACTICE INTELLIGENCE ASSESSMENT
Everyone is talking about AI. We've mastered MI.
Marketing Intelligence is how AI gets put to work in a retirement practice without taking the advisor out of the relationship. Fifteen questions across five dimensions will show you where your practice is losing opportunity — and where to focus next.
Takes about four minutes. No obligation.
A WORD FROM NATE
A personal introduction
from Nate
Here's what I do with the time AI gives me back.
8
Eight minutes.
Simon Sinek tells a story about a friend who, on her worst days, would call and ask one question: "Do you have eight minutes?" Not an hour. Not a solution. Eight minutes of someone's full attention was enough to feel less alone. That's the standard I hold myself to with every advisor I work with.
THE 8-MINUTE RULE
You can't program a human
to trust you.
AI handles my prep, my content, my follow-up, and my organization. What it gives back is time. I choose to invest that time in advisors.
Every advisor I work with gets at least eight minutes of my full attention — listening to how the practice actually runs — before I recommend anything.
Put the time you get back into the people who need you.
WHAT THE ASSESSMENT MEASURES
Five dimensions.
Three questions each.
Every practice is graded across the same five stars, scored 1-4.
Foundation
Are the basics in place: licensing, carrier lineup, compliance footing, and a business you can describe in one sentence?
Intelligence
How well do you know your market, your clients, and your numbers? Are you guessing or working from signal?
Process
From first contact to signed app, is there a repeatable system — or does every case start from scratch?
Case Design
Can you translate a client's priorities — income, protection, growth, liquidity, legacy — into a recommendation that holds up, and do you know when to bring in additional expertise?
Growth
Is there a marketing engine that produces appointments without you being the engine?
You'll land in one of four placements - Rookie, Starter, All-Conference, or All-Pro - and see which star is holding you back.
YOUR RESULTS
What you walk away with.
A star-by-star score.
Not a pass/fail - a map of where you're strong and where you're exposed.
Your biggest opportunity.
The one dimension where effort produces the most return right now.
A practical next step.
Something you can act on this week, whether or not we ever talk.
WHAT HAPPENS AFTER
Your business. My attention.
A plan we build together.
I'm a Senior Business Development Advisor at Brokers' Choice of America, a national IMO. That means the plan we build has carriers, case design support, and a team behind it - not just advice.
If your results show a fit, I'll offer a Working Strategy Call: eight minutes on your practice before we talk about anything else, then a straight conversation about whether BCA and ClarityAdvisor.Ai are the right infrastructure for where you're headed.
Useful results, whether or not we work together.