Seleskie Financial × Mojo Solo
01 / 11
01 · The frame

The relationships are already yours.
The hard part is knowing who to call.

The walk is simple: start with the question, count what the manual path costs, show what changes, then size the engagement.

Who
Your First Chair advisors.
What
Manual prospecting cost.
When
Before the July QBR.
Where
Clients, referrals, and events you already have.
Why
A ranked weekly call list.

02 · The question

Hundreds of warm relationships across your First Chair team. One question repeats every Monday morning.

Who do I call?

Answering it by hand, week after week, is quietly the most expensive thing your team does.

03 · The manual work

Today the answer is assembled by hand.

One to two hours of research for five solid names. ZoomInfo and AI Identified, one tab at a time. A prospect tracked in a custom Dynamics field nobody loves.

You told me the hours are what sting most. Here they are.
—
full-time people tied up
—
selling weeks behind a laptop, not in front of someone
Adjust these to your practice
Advisors actively prospecting assumption
Hours per search your number
hrs → 5 names
"One to two hours to get about five solid names." Your briefing.
Searches / advisor / month assumption
Loaded advisor cost / hour assumption
$
Conservative. An hour not in front of a client is worth more.
$0
a year in advisor time, just to find names.

Before you looked, did you expect more or less?

04 · What slips

Even the names you find slip away.

How much warm pipeline quietly dies between an intro and a follow-up. drag to set how often

You told me lost leads are the one that stings. This is that number.
Warm intros that never get a logged next step30%
drag
Outreach that drifts off the firm's story30%
Prospects with no touch in 30+ days45%
Weeks a year too busy to prospect at all10 wks
Avg first-year client value assumption
$
Close rate 10:3:1
$0
in warm pipeline lost this year. Not to competitors. To the gap between an intro and a follow-up.

More or less than you would have guessed?

05 · The load

The burden does not stay at work.

The cost that never lands on a timesheet, your advisors carry it home. drag each

You told me it is what this does to your team. Look here.
Dread before cold outreach6
drag
Frustration with the CRM8
The leads that haunt you6
Stress from the scheduling black hole7
Evenings & weekends / advisor / week2 hrs
What your team carries
0 / 100
manageableheavyunsustainable

It is not right that your best people spend Sunday nights doing detective work a machine can do.

Heavier or lighter than you would admit out loud?

06 · The confidence gap

Nobody wakes up thinking "I lost $0 in pipeline leakage." Your best advisor wakes up with one quiet question:

Am I going to
make it here?

You told me this is the one. Here is the number to watch.

The dollars get a budget meeting. This question gets a resignation. Confidence is the number that quietly decides whether your best people stay.

Advisor confidence
0 / 100
"am I making it?"steadyin command

Higher or lower than you want it for your team?

07 · The bill

It adds up quietly.

Modeled from adjustable assumptions
Advisor time spent finding names$0
Warm pipeline that slips away$0
Evenings and weekends absorbed$0
The annual cost of doing it by hand$0

Now that it is one number: more than you expected, or about what you feared?

08 · What it takes

You don't need another tool to log into.
You need the grind handled, inside your rules.

Runs on what you already have
Your approved ZoomInfo and AI Identified, your own licenses. No gray-area scraping.
Stays inside your firewall
Client data does not leave. Every line the system writes carries an audit trail.
Already cleared compliance, elsewhere
Approved vendor at U.S. Bank, white-glove through their compliance review.
Not our first regulated shop
22 years, roughly 3,000 projects. We build for the rules, not around them.

09 · The turn

The plan is short.

1
Twenty-five minutes to set the real numbers against your practice.
2
A July QBR setup, then a flat monthly to run it. No surprises.
3
Ranked warm lists and message-paired outreach, in your advisors' hands.

The grind moves to the machine, not your people. The one move that lowers the dollars and the drag at the same time.

reclaimed
Today, by hand$0
What you still invest$0
Reclaimed every year · confidence-adjusted$0
Confidence climbs toward0

10 · What it costs

The model proved the question.
The engagement does the work.

One implementation to set it up, then a flat monthly to run it — for the whole team, however many advisors.

What the engagement puts in your advisors' hands
A ranked who-to-call-this-week list
At least twenty named, ranked prospects per advisor, paired to your QBR message.
Stale names, revived
A revival list of warm relationships that went quiet, surfaced before they are lost for good.
A counted readout pilot-measured
What the list actually produced, measured. The counted result confirms scope, not a guess.
One-time implementation
$12K–$18K
Sized to your data scope — and it includes the July QBR setup and the counted readout. There is no separate pilot fee.
Then $3,500 / month · flat for the firm, no per-seat limit · begins at go-live

Your model shows $0 a year leaking. The engagement is sized to take that off your team — the readout counts how much comes back.

The model is the math. The walk is the proof. Twenty-five minutes sets the scope.

Fair, for what it is set to recover?

11 · The ask

Give me twenty-five minutes.

I will walk you through this with your real numbers, confirm the scope, and set the implementation number for July QBR. The calculator is yours to keep either way.

At stake now, by hand$0
Model projects to reclaim · conf-adj.$0
One-time implementation$12K–$18K
Then flat, whole firm$3,500 / mo
DavidMojo Solo
No client data leaves your systems A counted readout, not a guess Flat monthly for the firm — no per-seat limit