GBI for advisors.

A powerful tool to onboard potential clients + connect with new ones.

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.

How it works.

RECEIVE PLANS

Advisors receive plans built by investors who are looking to get help. Plans include the main information advisors need to onboard a client.

IMPROVE THOSE PLANS

Advisors enhance the plans they receive with financial optimization tech that lets them build portfolios & create "Advisor Points"

SHARE A PROPOSAL

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.

CONNECT & BUILD TOGETHER

Advisors and investors can contact one another to set up a time to meet and implement the plan together.

See how GBI can help you connect better with clients.

UNDERSTAND YOUR CLIENTS BETTER.

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.

EASILY CAPTURE KEY ONBOARDING INFORMATION.

Seamlessly capture information about potential clients while showcasing how you can help them and why they should work with you.

FIND MORE CLIENTS WHO ARE A BETTER MATCH.

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.

SPECIAL OFFER

It's time to revolutionize financial planning. Sign up today.

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.

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