Advice-Only Advisor Launch Package

Get the support you need to begin the process of building the Advice-Only practice you've always envisioned.

Getting Started

Here are the steps you need to get started.

This process is easy and we're happy to answer any questions along the way

1 Get Started This process is easy and we're happy to answer any questions along the way.
2 Create Your Profile Tell the world who you are and what makes you great! You'll fill out both your short bio and full page bio, highlighting your key differences that make you a great Advice-Only Advisor. Choose who your ideal clients are, describe your pricing model, even upload your firm's banner as your page background!
3 Set Up Payment Set up your payment for your Advice-Only Network membership. We use Stripe to make this process easy and secure. You control your membership and can cancel at any time.
4 Access Benefits Immediately get access to your unique code for discounted access to Cody Garrett's Measure Twice Planning education catalog, schedule a free one hour coaching call with Eric Simonson of Abundo Wealth, get access to deeply discounted registration support, and access templated Advice-Only compliance documents.
5 Get Listed on Our Directory Now the fun part! After approval and verifying your Advice-Only status, you'll show up on your member directory next to your Advice-Only peers. Consumers will find you and you'll build brand trust by being listed in the network.