Because you aren’t the same as AUM advisors!
30% off ticket price to Immersion2026, the yearly Transparent Advisor Movement in-person event
50% off your first two months of any Wealthtender subscription plan.
20% off monthly or 30% off annually for the first year subscription to Flat Fee Advisors matching tool
One PDF report detailing the SEO performance of your website to help you attract leads from the internet
Too much? Starter – Just the monthly LinkedIn webinar and “Written for You” monthly content piece of 500 words or more. Cost: $50/month.
Too little? Premium – Everything in the Basic package, plus a 30 minute one-on-one consultation per month via Zoom. Cost: $250/month
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