SMALL TEAMS

$1,500

3-10 Advisors/Licensed Staff
An efficient cohesive team is imperative to get you to the next level. We've trained 100s of them.

Proven processes from top teams
AdvisorGenius works with dozens of top teams and practices. We will show you how to implement the best of the best.

A roadmap for the entire team
All partners working together with a structured, organized plan that works.

Follow Up
Process is nothing without implementation. Implementation is our specialty. 

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

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

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

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