Two plans. The difference is the calculator.
Basic is the essentials. Pro puts the full calculator in your hands. Brian is on your cases with either. Enterprise is the whole organization.
The essentials
Basic
The two single-year calculators, the weekly Team Calls, the client webinars your prospects attend, and Bootcamp codes for them. Brian runs every illustration and is on every case. Annual, paid up front.
$1,800
paid up front
/year
Sign Up for Basic
Brian runs it and is on every case
20%
Expert Call · Brian on one meeting
40%
Joint Work · Brian on every meeting
Conversion Snapshot
Annual Conversion Calc
Weekly Team Calls
(the Advisor Boot Camp)
Client Roth Conversion Webinars, your code on the invitation
Client Boot Camp codes for your prospects
Onboarding video
The full calculator, in your hands
Pro
Everything in Basic, plus the calculator: The Buyout Planner, the three client documents, the Net Income Planner, the prospect manager, the deck and the Content Library. Unlimited cases. Brian is always available when you need him.
$2,000
- then $400 a month
/up front
Sign Up for Pro
Everything in Basic
The Buyout Planner and the three client documents
Net Income Planner and Strategy Comparison
Prospect manager and client fact finder
Content Library: social, mailers, seminar decks
Unlimited cases
Organizations
Enterprise
Ten or more producers under one organization: central content, per-producer pages and codes, one bill, one approver, the expert bench across the group.
Contact us
one bill, priced for the group
Everything in Pro, for every producer
Central content, per-producer pages and codes
One bill, one approver
The expert bench across the group