The memory and practice partner behind every client relationship

Aevon lets you give every client the attention you give your best — so you can grow your book without giving anyone less.

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In private development  ·  Not yet publicly available
Coaching
Sample book
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All names and details are fictional.
01Where your tools stop

Every tool you already use handles the money. Aevon handles the client.

None of the tools you already use tell you how the person is doing. Aevon does, and it works alongside all of them.

Your workflow tools
Built for the money side of the practice.
  • —Your CRM runs the practice: every household, pipeline, task, and workflow in one place.
  • —Planning software models retirement, taxes, estates, and every what-if a client can ask for.
  • —Portfolio tools handle performance, rebalancing, reporting, and billing.
  • —Note-takers prep the meeting, take the notes, extract the tasks, draft the follow-up email, and file it all to the CRM.
Aevon
Who your client is, and how they’re doing.
  • —Aevon keeps a file on every client, built from everything they’ve told you across every meeting.
  • —Before each meeting, it gives you a short brief on what changed since you last met and what’s still unresolved.
  • —You can ask it anything about one client or your whole book. Every answer cites the meeting it came from.
  • —Before a hard conversation, it tells you how to approach it with that client, using what’s in their file.
  • —You can practice the conversation first. Aevon recreates the client — an avatar that responds the way they actually would.
  • —And after each meeting, it privately tells you how it went and what to work on.
Pattern  ·  seen across years
When markets drop, Margaret wants to sell — she did in 2020 and regretted it. Lead with reassurance before numbers.
Margaret Thompson  ·  learned across every meeting, not just the last one.
02Before every meeting

Walk into every meeting
already knowing them.

As your book grows, no one can keep every detail on every client in their head. Aevon keeps it for you.

One client, seven years. Drag the thread.
On record
2019
First meeting
Referred by his brother. A landscaping company, two teenagers, and nothing saved outside the business.
From your meeting · March 12, 2019
Aevon’s read
He doesn't trust easily. He came because his brother vouched, not because of a pitch.
— Every answer is cited back to the meeting it came from.
03The behavioral side

Built on how people behave with money.

Money decisions are emotional decisions. Clients sell at the bottom because they’re scared. They avoid the estate conversation because it’s about dying. They carry beliefs about money they formed decades ago. Vanguard’s Advisor’s Alpha and Russell Investments’ Value of an Advisor research both put behavioral coaching at the top of what advisors are worth. Aevon is built for that part of the job. And the coaching isn’t generic. It starts from what Aevon knows about each client — the kind of reads you just scrubbed through on the thread.

What you’re coached on
The methods are established ones. Aevon coaches the skills counselors and behavioral finance practitioners have trained in for decades: motivational interviewing, reflective listening, and the psychology behind money decisions, from loss aversion to the beliefs clients formed long before they met you.
01Listening more than you talk.The client should do most of the talking, especially in a hard meeting.
02Reflecting feelings first.Acknowledge what the client is feeling before you answer what they said.
03Not interrupting.Clients tell you more when they can finish a thought.
04Catching emotional cues.Noticing the thing they mention once, in passing, while you're still in the room.
05Advice second.When a client is going through something, start with the person and get to the plan after.
How you practice
Before a hard conversation, Aevon tells you how to approach it with that specific client, drawn from their file. Then you practice it, three ways:
Start from the library.
Choose from more than twenty ready-made scenarios covering the hard conversations that come up most.
Write your own.
Describe any situation in plain English and practice exactly that.
Use a real client.
Aevon recreates the client as an avatar that responds the way they actually would. Pick the conversation you need to have and practice it with them, as many times as you want before the real one.
After each real meeting you get a private read on how it went, measured on the skills above. The numbers come from your meetings, so you can watch a habit change.
Your portfolios have systems behind them. With Aevon, your relationships do too.
04Request info

See if it’s a fit.

Aevon is in private development and not open to the public yet. Tell me a bit about your practice and I’ll be in touch directly.

I’ll walk you through Aevon myself. When you’re ready, setup connects your calendar and your CRM, and it starts building from your very next meeting.

Logan — Founder, Scottsdale, AZ

Every request here comes to me, not a sequence, and you’ll get a reply from me directly. Setup walks you through connecting your CRM and calendar in a few clicks.