Kick-Start Tech Setup

Cover expectations with your Advisor Success Consultant, who will also confirm system access, establish meeting cadences that work for you, discuss your client service model & basic marketing goals, and deliver your new Software Systems Plan for implementation

Provide clear and impactful value to your clients with a Client Service Model Template designed for you that sets the tone for your meeting cadence, your newsletter content, and the services you provide

Enjoy having your email structured for efficiency and growth with a support email complete with email signatures, logos, Calendly links, and basic client communication email templates. 

Make financial planning profitable with AdvicePay, the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning

Your Advisor Success Consultant implements best practices for your client file tree structure, file naming, and basic business folder setup

We’ll help you maximize the power of Calendly by creating automations, follow-ups, and more

Tools and checklists equip you to confidently answer client “can I” questions, anticipate their needs, and build unshakable trust in your advice.

We’ll integrate Holistiplan with your core tech, customize branded client deliverables, and set up tags to segment clients by their planning needs

Receive a customized Client Agreement Template with your logo, welcome page, and details to send to clients to review and sign

Includes task template creation, logo integration, link creation, and file tree sharing set up

Includes: tags and report template creation, field customization, task templates, notes templates, and workflows for client onboarding

We’ll help you keep compliance reporting simple by setting up the all-in-one archiving solution for email, website, and social media, built for financial advisors

You’ll receive How-To Guides that walk you through the customized features, workflows, and processes set up for you and how to use them