Pricing and Packages

Scale your white-glove comprehensive advice for all your clients.

Get 3 months free if you pay yearly.

Yearly

Starter

$ 79 per month/lead advisor
  • Access to 1 solution to Lead with Advice
  • Choose 1 Program: Life in Numbers or Life Events
  • Engine to scan your whole book of business for Next Best Action opportunities
  • 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

$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

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