We are so excited to be launching our Alpha product soon and give every financial advisor a taste of what’s yet to come! (We have butterflies)
In this release, advisors can gain powerful insights into what shapes their advisory service. They can learn about their strengths, traits and blindspots to build better and stronger client relationships on the spot. It will only take 5 minutes to complete the profile then they will receive 3 recommendations that can be implemented right away to strengthen client relationships and trust further.
If you want to be the first to know when our alpha is available submit your email below!