ROI Calculator — OZELO™ Engine

The next generation, acquired before it inherits.

Where a national benchmark exists, the default sits 30% under it, so the case under-promises. The AUM figure is the advisor's own number. Move any slider to a real book and every figure recalculates instantly — no guesswork, no sales math, just yours.

What you protect · inherited AUM at stake

What it costs to defend it · 7 years

You defend of future inherited assets the data says would otherwise walk — for across seven years. That's the trade.

Client lifetime value vs. acquisition cost

vs the 3:1 advisors call healthy

Inherited AUM protected

/yr in fees defended at transfer

New recurring revenue · at maturity

/yr

lifetime value per converted client

Inherited AUM protected

/yr in fees that walk at transfer

New recurring revenue · at maturity

/yr

lifetime value per converted client

Family-client segment under management

/yr in fees today

Next-gen clients converted

of family clients, at % conversion

What it costs · 7 years

+ about 5 minutes a month of your time

/yr · /family/mo · the full 84-month program is built and ready to ship

~5 min one-time setup ~60 sec to enroll a family ~5 min a month to run it Consent-gated and advisor-branded — no client data ever leaves your office.

Client lifetime value vs. cost to acquire · on the OZELO™ channel

advisors target ~3:1 on a healthy acquisition channel — this clears it, because it reaches the next generation cold acquisition can't buy at any price

Built from your inputs: worth in lifetime fees, set against the you spend across seven years. No guesswork — move any slider and the ratio moves with it.

Payback

The full over seven years is recovered by retaining a single average family for roughly of fees, or by converting one kid into a lifetime relationship. Everything after that is compounding.