Free Tool

Admin Cost Calculator for Financial Advisors

Find out how much admin work is really costing your business each year and see your ROI with Christine.

Your Admin Numbers

Adjust the defaults based on your actual workload. We pre-filled typical values for financial advisors.

Avg. for financial advisors: 12h/week

Typical for financial advisors: $150/hr

Weekly admin cost

$1,800

12h x $150/hr

Monthly admin cost

$7,794

~4.33 weeks/month

Yearly admin cost

$93,600

52 weeks/year

With Christine AI

Christine costs

$588/year

$49/month, cancel anytime

Your net savings

$93,012/year

624 hours recovered

158x

Return on Investment

Every $1 you spend on Christine saves you $159 in admin time

Start Saving $93,012/Year

What counts as admin for financial advisors?

Meeting notes too complex for scribbles

After a 90-minute annual review with the Petersons about their retirement timeline

40 minutes per client meeting reconstructing detailed action items

Client touchpoints falling through the cracks

Realizing you haven't contacted 8 clients since their Q3 reviews

3-5 clients per quarter feel neglected, risking $15K+ in annual revenue per lost client

CE and licensing expense tracking scattered

After paying $275 for a CFP continuing education course

$500+ in unclaimed professional deductions per year

Client communication documentation gaps

Monday morning before the compliance audit next week

6 hours per quarter retroactively documenting client interactions for compliance
Financial Advisors

Ready to automate your admin?

Christine lives in iMessage. Text her your tasks, she handles the rest. 12 hours of admin work per week becomes minutes.

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Works via iMessage3 min setupNo tech skills needed