What We Do

At FollowThruCo, we believe revenue follows relationships. Not as a tagline, but as the operating principle behind everything we build.

What Happens After Day 60
At Day 60, the relationship continues. Clients move into an ongoing retainer to keep the system running and evolving, with the option to extend into Sensory Environment Architecture for firms ready to bring that same intentionality into their physical client experience.

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What We Build
Over 60 days, we rebuild the systems and touchpoints that turn client relationships from transactional to lasting, referral-generating partnerships. This is a delivery guarantee, not a satisfaction guarantee. We build the engine, we install it in your business, and it works.

Who We Work With
Independent, brick and mortar RIAs who know their client relationships are the actual engine of their business. Firms where the advisor is the principal, the culture is personal, and the stakes of losing a client relationship are real.

The 60-Day Relationship Engagement
We work with independent, brick and mortar Registered Investment Advisors (RIAs) managing $25M to $75M+ in assets under management (AUM). Firms who know that the client relationship is the business, not just something that happens alongside it.

Ready to restore your client relationships?
If this sounds like your firm, let's talk. Fill out the form and we will reach out within 24 hours.

We’d love to work with you.