we can see the $100M at risk Before it Leaves
Most firms don't realize assets were at risk until they're explaining the loss internally.
By then, the damage is done.
the Real Problem Isn't the Lack of Data
Assets Are Lost Before Anyone Notices
Assets don’t leave when paperwork is signed.
They leave earlier — at the moment something goes unheard.
- An heir feels misunderstood
- A hesitation goes unaddressed
- A product explanation doesn’t resonate
- A subtle shift in tone signals disengagement
By the time assets move, the decision was made months ago.
Most firms never see that moment.
Why This Is Urgent Now
Wealth Transfer Has Changed the Rules
The largest transfer of wealth in history isn’t coming — it’s already happening.
Nearly 70% of assets are lost by the second generation — not because of performance, but because trust, relevance, and connection quietly break down.
Heirs don’t leave because of performance.
They leave because they don’t feel understood, prioritized, or relevant.
By the time heirs are “in the room,” the real decision has often already been made — without you.
Why Existing Systems Fail
Why Firms Are Blind to Asset Risk
Most firms don’t realize assets were at risk until they’re explaining the loss internally. They believe they have visibility.
They don’t.
- CRMs track what already happened
- Performance reports show settled outcomes
- Surveys capture what people are willing to say
None capture:
- What clients mean but don’t explicitly say
- Where trust is weakening in real time
- Which conversations precede asset movement
If it isn’t spoken — and interpreted — it isn’t visible.
And if it isn’t visible, it can’t be managed.
The Business Impact of Seeing Signals Early
When firms gain visibility into real conversation signals, three things happen — consistently.
Asset Retention Improves
- Silent attrition is identified months earlier
- Advisors intervene before trust erodes
- Fewer “surprise” asset transfers
Asset Growth Accelerates
- Expansion intent is captured when it’s first expressed
- Cross-sell and upsell conversations happen sooner
- Product fit improves through signal-based coaching
Advisor Effectiveness Increases
- Coaching is based on real behaviors, not assumptions
- Top-performing patterns are identified and replicated
- Execution gaps are corrected before they compound
Early intelligence doesn’t just protect assets.
It compounds performance.
what We Deliver
asset risk identification
Asset Risk Identification
- Early disengagement signals
- Trust erosion indicators
- Product misalignment patterns
- Missed expectation flags
Intervene before assets leave — not after.
asset growth intelligence
Asset Growth Intelligence
- Expansion opportunities hidden in conversations
- Upsell and cross-sell readiness signals
- Execution gaps that stall growth
Growth becomes systematic, not anecdotal.
advisor sales intelligence
advisor sales intelligence
Advisor Sales Intelligence
- What top advisors do differently
- Where conversations consistently break down
- Which behaviors correlate to asset growth
- Coaching triggers backed by evidence
Why this works (when others Don't)
Why Us
The hardest part isn’t capturing conversations.
It’s knowing which signals matter.
AI without context creates noise.
Signal interpretation requires experience.
I’ve spent decades inside asset management and distribution, watching assets quietly disengage long before firms realize it.
The Growth Stack exists to make those moments visible.
The Founder
Built by Industry Operators
The Growth Stack was built by leaders with 25+ years running sales teams, raising capital, and building education platforms in highly regulated industries.
This experience matters because:
- We’ve led sales teams — not just analyzed them
- We’ve raised capital — not just reported on it
- We’ve built platforms used to train and scale organizations
That’s why we know which signals matter — and which metrics don’t.
— Tina Singh, Founder
What You'll See in A Live Session
A Clear View of Risk and Opportunity — Before Assets Move
During a live session, you’ll see:
- Conversation Signals Flagged
- Language shifts tied to disengagement
- Early trust erosion indicators
- Growth intent cues hidden in everyday dialogue
- Asset risk and expansion mapped by relationship
- Advisor-level execution and coaching opportunities
- Early warning views for leadership - before reports change
What You Won’t See
- No Vanity Metrics
- No new burden on advisors
Just the signals that matter — when they still matter.
See which Assets are at risk
This isn’t AI for efficiency.
It’s intelligence for asset preservation and growth.
You can’t manage what you can’t see.
And by the time assets move, it’s already too late.
Listen to the Podcast http://www.youtube.com/@TinasTakeonAI