A better way to connect with clients - whether you know them already or they have just found you. It only takes minutes to showcase how you can help investors get their financial plans on track, and, in the process, get the information you need to start an impactful relationship.
Advisors receive plans built by investors who are looking to get help. Plans include the main information advisors need to onboard a client.
Advisors enhance the plans they receive with financial optimization tech that lets them build portfolios & create "Advisor Points"
Advisors send back their proposals & investors can "spend" the gained points to get closer to their goal, with actions like reducing time horizon or savings.
Advisors and investors can contact one another to set up a time to meet and implement the plan together.
Gather a better understanding of what investors want to accomplish in a shorter amount of time. GBI plans are translated into points that give you and investors a common language for planning.
Seamlessly capture information about potential clients while showcasing how you can help them and why they should work with you.
GBI's community of investors are all interested in working with advisors to build better plans. Connect with potential clients whose goals you know are aligned with yours.
Get on the list for early access to the GBI platform. It may be exactly what you need to take control of your financial life.