Advisor tools
Interactive planning tools for succession conversations
These tools help advisors turn high-intent visitors into a clearer next step: start the assessment, preview the report, compare plans, or open the advisor workflow.
Assessment readiness
Succession Risk Readiness Checker
A fast pre-assessment checklist for deciding whether a client should complete the full 30-question workflow.
Advisor economics
Advisor ROI Calculator
Estimate how many assessment-led conversations and reports a firm needs to justify a paid plan.
Lead generation
Lead Widget Conversion Calculator
Model how website visitors can move from education pages into assessment starts and qualified leads.
Start the full assessment
Move from a quick planning tool into the full 30-question succession risk workflow.
Preview the deliverable
Review the sample report before generating advisor-reviewed client reports.
Compare advisor plans
Match report credits, widget access, sandbox access, branding, and team support.
Turn tool interest into a structured advisor workflow
Public tools are the first step. SuccessionLabX gives advisors the assessment, scoring, report drafting, review, and delivery workflow behind the client conversation.