ROI Calculator
What AI training gives back to your practice
Put in the numbers for your own team and see what the time saved is worth over twelve months. Every input is yours to change, so you can be as cautious as you like.
Your practice
Start with the basics. If you are not sure of a number, use a conservative estimate.
Everyone who will use the training. Advisers, paraplanners and support staff.
Salary plus employer costs, divided by working hours. Support roles often sit near R250. Advisers usually sit above R600.
After leave, public holidays and sick days.
Everything you pay for the training and the coaching that follows it.
The share of the time saved that turns into useful work. Sixty percent is a sensible starting point.
Hours saved each week, per person
These four steps follow the order of a normal advice workflow.
Pulling together portfolios, notes and background before you sit down with a client.
First drafts of records of advice, review reports and proposals.
Meeting notes, follow-up emails, newsletters and social posts.
Checking documents, tidying file notes and keeping records in order.
Extra revenue for the year from serving more clients, or from keeping more of the ones you have. Enter a rand value.
Where the value comes from
Each figure is already adjusted for your realisation rate.