The Advisor Control Center™
A fully automated event-to-client pipeline that saves money, saves time, eliminates chaos, and grows predictable revenue.
Advisors running 2 events/month typically spend $500–$800 *just on manual labor* (calls, check-in, admin). This system replaces that work — and produces more booked consults.
Why This Makes Financial Sense
This isn’t technology for the sake of tech — it’s operational leverage that *immediately impacts your bottom line.*
Reduce Manual Spend
Advisors often spend $500–$800/month on calls, check-in labor, and admin for 2 events. This replaces that work automatically.
Time Leverage
Save 10–20 hours/month on follow-up, check-in, and scheduling — time that directly contributes to revenue.
Drive More Revenue
With higher attendance and consistent follow-up, a single extra booked client per month often *pays for the entire system* — and then some.
Protect Your Practice
A system you control reduces compliance risk, lost clients, and sloppy follow-up — and standardizes documentation.
What You Get in Every Plan
Every advisor, regardless of tier, gets the full automation system — organized for your capacity and firm goals.
- Automated event registration + reminders (email + SMS)
- AI front desk assistant to answer, qualify, and book clients
- Smart follow-up sequences based on behavior
- Digital check-in for in-person seminars
- Booking + calendar sync
- Client readiness portal + intake
- Dashboard with registration → attendance → booking visibility
Clear, Capacity-Based Plans
Designed for real advisory workflows — *not gimmicks*. All plans include the full system; tiers differ by active event capacity, optimization, and support.
Starter
$497/mo
Up to 2 active event campaigns
- Full automation engine
- AI assistant (lite) included
- Email + SMS reminders
- Basic portal + intake
- Standard support
Growth
$797/mo
Up to 4 active event campaigns
- Everything in Starter
- Smart qualification & routing
- Full portal + dashboard
- Priority support
Elite
$1,297/mo
Up to 8 active event campaigns
- Everything in Growth
- Advanced AI workflows
- Quarterly optimization & reporting
- VIP support
Schedule a Private Walkthrough
I’ll show you the event → qualification → follow-up → booking → client readiness flow, and answer questions unique to your practice.
Reserve Your Time
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