The average financial advisor website converts just 0.75% of visitors into booked meetings. Top performers convert 23%. That 22-point gap isn't talent — it's infrastructure. Meanwhile, you're spending 9 hours a week in prospect meetings, and 89% of advisors admit they still take meetings with people who can't afford them.
We replace your dead contact form with a 30-question qualification intake system that scores every prospect on assets, goals, timeline, and urgency — then routes real opportunities to the top and filters everything else out. Automatically. 24 hours a day.
Independent RIAs and small advisory firms lose more productive hours to the wrong meetings than to market volatility, compliance overhead, or any other challenge advisors name. Here is what the data says — and what it's costing you every week.
Built specifically for independent RIAs and small advisory firms. Delivered as a single HTML file — no login, no subscription, no platform lock-in. Works on any website, any host, any CMS. You own it forever.
Instead of a blank "Contact Us" form, they encounter a guided 30-question intake experience — professionally branded to your practice, designed to feel like a dignified first step — not an interrogation.
Investable assets, goals, timeline, urgency, referral source, and life events are assessed automatically. You know the quality of a prospect before you return the call — Priority, Qualified, or Not Ready Yet.
The moment someone completes intake, you receive their full profile — answers, score, tier classification, and contact info — directly to your inbox. No dashboard to check. No app to download. No CRM login required.
You already know their asset level, goals, timeline, and motivation. The discovery call starts where a cold call never could. Your close rate goes up. Your time wasted goes down. And your minimum actually means something.
Every system is built from scratch for your minimums, your services, your ideal client profile, and your specific routing logic. Not a template. Not a form builder. A purpose-built qualification infrastructure.
Most advisors pay $500–$1,200/month across fragmented tools — none of which qualify a prospect before you meet them. That's the gap nobody else is filling.
| Feature | Generic Contact Form | Calendly Alone | CRM (Redtail/Wealthbox) | IECAN Qualification System |
|---|---|---|---|---|
| Captures name + email | ✓ | ✓ | ✓ | ✓ |
| Qualification questions (assets, goals, urgency) | ✗ None | ✗ None | ✗ Not at intake | ✓ 30 weighted questions |
| Automatic lead scoring / tier classification | ✗ None | ✗ None | ✗ Requires manual setup | ✓ Priority / Qualified / Not Ready |
| Filters prospects below your minimum | ✗ Never | ✗ Never | ✗ After the meeting | ✓ Before they book |
| Instant email summary to advisor | ✗ Raw form dump | Partial | ✓ With config | ✓ Full scored summary |
| Branded to your practice | ✗ Generic | Partial | ✓ | ✓ Built from scratch for you |
| You own it — no platform lock-in | ✓ | ✗ Subscription required | ✗ Subscription required | ✓ One file, yours forever |
| Monthly cost | $0 | $10–$16/user | $39–$99/user | $0 after setup |
CRM pricing from 2025 published rates. Redtail: $39–$59/user/month. Wealthbox: $59–$99/user/month. Salesforce FSC: $300+/user/month.
None include prospect qualification at the website level. That's the gap IECAN fills.
A single $500K client generates $5,000/year in advisory fees. Over a 20-year relationship at 97% retention, that's $100,000 in lifetime revenue. Any price below that is a rounding error. Pick your tier.
The math is not complicated. A $500K client at 1% AUM, retained for 20 years, is $100,000 in lifetime revenue. If your current contact form is converting 0.75% of your website visitors, you are not missing "leads." You are missing $1.2 million per year in relationships that started their search on your website and left because nobody was there to qualify them.
Questions? Email bene@iecantraining.com directly. No sales team. No runaround.