A platform for small financial planning firms looking to grow
We help financial planning business owners grow their businesses organically through support, templates and content.
Whether you want to build an empire or not, success comes with growth.
We know that you want to be...
a business owner or operations manager that runs a successful financial planning business with the least amount of operational friction in the business as possible.
We get that...
there is nothing out there that currently helps small financial planning firms with the resources, content and discounts that they need.
you deserve a service that helps you run an effective process and grow your business.
we help business owners and operations managers with a platform for growth that helps give them the knowledge, support and resources required to grow..
It's frustrating when:
You don't know where to go next to grow your business
You don't have the right resources to run your business
You're wasting time and money on technology that doesn't work for you
You feel like you have no support network to help you
...we help you by:
Providing hundreds of templates for use in your business
Saving you money on your technology package
Saving you money through reducing inefficient processes
Giving you a support group of like-minded financial planning firms
What we will do:
Provide you with compliance, marketing, HR, finance and operations templates for your financial planning business.
Give you access to a community of other like-minded financial planners who also use the system.
Be on-hand to support you throughout the process and hold you accountable through our Business Sprints.
What we won't do:
Give you the resources and run.
Simply give you the knowledge without holding you accountable.
Dictate how you grow your business. It’s yours to grow.
Available 24/7 on our intuitive platform and app.
Features & Pricing:
Community of like-minded peers
Support from experts
Marketplace of software & services
Library of templates & models including compliance, HR, leadership and more
Regular Video & Written Content
Exclusive access to docVinci design credits
Monthly Business Growth Challenges
View all of the discounts available in our Marketplace
All of this, and more, for:
NextGen Planners Members:
Not a NextGen Planners member yet?
Advice Stack is exclusively for NextGen Planners members. You can sign up to become a member below:
Ready to grow?
Book in a quick call with our Head of Strategy, Adam Carolan.
Find out more about our process and the service and get any questions answered.