Wolf Graduate Program · Case Study
Tessa Grosso
Advisor Success Playbook
March 2026
The challenge: Our data shows that advisors who don't make their first booking within 60 days have an 80% churn rate. Currently, we have limited proactive intervention — most support is reactive when advisors reach out with questions.
The task: Design a comprehensive system to identify at-risk advisors early and deliver targeted support that helps them achieve first-booking success.
Every advisor answers 4 questions on Day 1. Based on their answers — do they have a client? are they tech-comfortable? — they're automatically sorted into one of three support tracks. No generic onboarding.
See the quiz →Each track gets a week-by-week plan tailored to their barrier — client acquisition, platform mastery, or pricing confidence. Schedules adapt to their goal date and available hours.
See the plans →An AI agent monitors behavioral signals across all 30,000 advisors in real time. When risk is detected, it surfaces track-matched resources and triggers personalised outreach — automatically.
See the agent →Explore each component of the system