For financial advisors
Protect the person, not just the portfolio.
You can diversify away market risk. You can't diversify away one convincing phone call. Spry trains your older clients to hang up.
More than 12,400 older Americans reported losing over $100,000 each to fraud in 2025 — retirement-account-sized losses that no allocation strategy survives. For an advisor, a client scammed out of $100,000 isn't just a tragedy; it's roughly $1,000 a year in advisory fees gone, and often the beginning of the end of the relationship, as shaken families move assets or lose confidence. Spry costs about $60 per client per year.
The steward positioning
Offering Spry tells clients and their adult children something no market commentary can: this advisor is watching out for Mom herself, not just her money. It's the kind of gesture that gets an advisor introduced to the next generation of the family — the single hardest relationship in wealth management to build.
How it works for advisors
- Sponsor enrollment for clients 65+ (or offer as an opt-in benefit)
- Client and family consent handled by us
- You receive nothing about individual results unless the family opts to share — clean from a privacy and compliance standpoint
- Aggregate, anonymized participation reporting for your files
Add Spry to your practice.
A 20-minute call covers pricing, compliance posture, and how sponsorship works.