Advice-Only Advisor Launch Package
Are you a new advisor looking to launch your advice-only practice? Get everything you need to get started including registration support, coaching, and much more. *Must meet our Advice-Only criteria to be listed on our directory.
Simple Process
How to get started
This process is easy and we're happy to answer any questions along the way.
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Get Started
This process is easy and we're happy to answer any questions along the way.
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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!
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Set Up Payment
Set up your one-time payment of $1,299 for your Advice-Only Advisor Launch Package. We use Stripe to make this process easy and secure. You'll get immediate access to all resources and benefits.
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Access Benefits
Immediately access all your benefits including: 6 months of free Advice-Only Network standard membership, access to templated compliance manual and documents specific to AO advisors, 30% discount for registration support, access to exclusive E&O insurance, free website design consultation, $250 off Cody Garrett's education catalog, a coaching call with Eric Simonson, and a 30-day profile boost to increase visibility.
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Get Listed on Our Directory
Now the fun part! After approval and verifying your Advice-Only status, you'll show up on our member directory next to your Advice-Only peers. Consumers will find you and you'll build brand trust by being listed in the network.
Ready to join the network?
Join the definitive network of advice-only financial advisors and grow your practice with clients who value your expertise.
Create Your Profile