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 rather than over-sells. 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 at maturity — assumes the heir stays your client through the average tenure. Set against the you spend across seven years. No guesswork — move any slider and the ratio moves with it.

Payback

over seven years. Four ways it comes back — pick whichever fits how you think about your book.

Convert one kid. A single next-gen conversion is worth in lifetime fees. That alone clears the full 7-year cost with room to spare.
Keep the fees you'd lose at transfer. Your family segment generates /yr in fees that walk when heirs fire the advisor. Protecting one year of those fees pays for the whole program.
Or measure it against fees you already earn. Your family-client segment generates /yr today. Roughly six months of those fees covers the full 7-year cost.
Or — the strictest lens — a single retained client. Even if the program earned back nothing but one average family holding at /yr in fees, it pays off inside ten years — and it's built to keep families for .

Everything after that is compounding.