Pricing and Packages
Scale your white-glove comprehensive advice for all your clients.
Get 3 months free if you pay yearly.
Monthly
Yearly
Starter
$
79
per month/lead advisor
-
Access to 1 solution to Lead with Advice
-
Choose 1 Program: Life in Numbers or Life Events
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Engine to scan your whole book of business for Next Best Action opportunities
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Client-ready, multi-format advice materials
-
Seamless integration with your CRM
Plus
$
129
per month/lead advisor
-
Access to 2 solutions to Lead with Advice
-
Choose 2 Programs: Life in Numbers, Life Events, or Children & Wealth
-
Engine to scan your whole book of business for Next Best Actions
-
Client-ready, multi format advice materials
-
Seamless integration with your CRM
Premium
$
159
per month/lead advisor
-
Everything to empower you to Lead with Advice
-
Life in Numbers + Life Events + Children & Wealth
-
Engine to scan your whole book of business for Next Best Actions
-
Client-ready, multi format advice materials
-
Seamless integration with your CRM
Our Your Journey Leadgen web widget will help you convert website visitors.
$791
$791
Bundled pricing for 2 programs: $1291
$291
Add-on to either Life in #s or Life Events
Pricing based on outgoing emails, contact us for details
Pricing based on your website traffic, contact us for details
1. Price per seat per month, yearly contract. To note, we only charge for the Lead Advisor seat, and enable the supporting team for free. Indicated pricing for firms with 1-5 seats, volume discounts available for larger firms.
Awards
We appreciate the industry recognizing our innovative approaches and solutions.
