RECURRING MODULES

$500

MULTIPLE VISITS
AdvisorGenius will visit your group and implement all 6 process modules.

One-on-One approach
We will meet at your office. The best way to find improvements in the business is to be in the thick of it.

Pre-visit consultation
Every practice requires a specific plan to discover your greatest concerns. Before we visit, we learn.

Follow up 
A plan is nothing without implementation. Implementation is our specialty.

BOOK SEGMENTATION
$999
  • 1-3 ADVISORS
  • STRATEGIC 
  • CLIENT CONTACT STRATEGY 
  • SEMI-ANNUAL FOLLOW UP

Order now

CLIENT ENGAGEMENT
$1900
  • QUARTERLY EVENT SCHEDULE
  • PRE-EVENT PROCESS
  • DAY OF EVENT SCHEDULE
  • POST-EVENT PROCESS

Order now

BUSINESS MODERNIZATION
$3600
  • FULL BOOK SEGMENTATION
  • FULL CLIENT ENGAGEMENT
  • FINANCIAL PLAN INTEGRATION
  • TECHNOLOGY UTILIZATION

Order now