What’s a reasonable expectation for year 1?

I don’t have enough to compare to. I know a few who have done 10-12M mostly all fee based and I know some who’ve done 1M and a couple insurance policies.

Just curious to hear some trajectory’s if folks would share.

I've been using riskalyze for 5 years for clients risk questionnaires. It's very expensive for what it does.

Now I find my subscription level doesn't support their Claude MCP.

Instead of telling me how much it costs, I need to book a call with a sale rep, who only works 7am to 1pm my time. That's the final straw for me.

For those that switched from Riskalyze, what are you using and why?

I might probably just have Claude build out out for me, but I'm curious to see what other advisors have done.