Introductory Meeting with Advisor Tech Partners
This is a 30 minute virtual meeting where we learn about who you are, what current struggles you are facing in your day to day, and how we can help your firm succeed with any lagging Fintech needs.
Discovery Meeting
This is our chance to get to take a deeper dive into your systems during our 90 minute meeting. We will have the chance to discuss strategy and formulate a plan to elevate your firm's processes.
30-Min Client Meeting
This is a 30 minute virtual meeting hosted over Zoom. We look forward to speaking with you soon!
60-Min Client Meeting
60 minute virtual meeting hosted over Zoom. We look forward to speaking with you soon!
30-Minute COI Meeting
This is a 30 minute virtual meeting hosted over Zoom to get to know you and your firm. We look forward to speaking with you soon!
1-Hour Meeting
This is a 1 hour virtual meeting hosted over Zoom. We look forward to speaking with you soon!
RIA Revival Session
Learn the strategies to automate your service model, set up your CRM to keep your team accountable, and get clear steps you can take right away with our Free RIA Revival Strategy Session.