Real Practices

How advisors are using Private Reserve.

See how financial advisors across different practice types have integrated insurance strategy into their client relationships.

Solo RIA, $85M AUM

From Referrals to Revenue

How one advisor stopped referring insurance out and built a $4K/month recurring revenue stream.

The Challenge

Was referring all insurance to an agent, missing the planning opportunity and client relationship depth.

The Solution

Adopted Private Reserve framework, started with existing clients using Foundation tier.

The Outcome

32 clients enrolled in ongoing planning within 6 months. $4,200/month recurring revenue.

32Clients enrolled

$4.2KMonthly recurring

94%Retention rate

"I used to see insurance as a distraction. Now it's a relationship-deepener."

Fee-only firm, 3 advisors

Scaling with Structure

How a growing practice made insurance planning scalable and consistent across the team.

The Challenge

Each advisor handled insurance differently. No consistent process, no recurring revenue model.

The Solution

Implemented Private Reserve as firm-wide methodology. Trained all advisors on the framework.

The Outcome

Consistent client experience across team. 78 clients on subscription plans. $8,600/month recurring.

78Clients enrolled

$8.6KMonthly recurring

100%Team adoption

"The framework gave us consistency. Every client gets the same quality, regardless of which advisor they work with."

Wealth management, high-net-worth focus

The Stewardship Advantage

How a HNW-focused practice uses Stewardship tier to deepen relationships with top clients.

The Challenge

Top clients had complex insurance needs but no structured oversight. Coordination was ad hoc.

The Solution

Introduced Stewardship tier for clients with $5M+ in assets. Quarterly reviews, active governance.

The Outcome

18 Stewardship clients at $249/month. Clients report feeling "fully taken care of" for the first time.

18Stewardship clients

$4.5KMonthly from tier

NPS 92Client satisfaction

"Our best clients now see us as their complete financial partner. Insurance sealed the deal."

About These Case Studies

Names and some details have been modified to protect advisor and client privacy. Revenue figures and metrics are based on actual practice data. Your results will depend on your practice size, client base, and implementation approach.

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