The screen illuminates. The data disappears.
The client looks up. The story begins. That moment is what Meetings Hub is built around.
Communicate the value of your advice clearly, in ways your clients can act on. Build the trust and confidence that grows their financial future.
Every Conversation Stage wears your firm's colors, type, and voice. Your practice on the screen, not ours.
Twelve months. Unlimited meetings. On us.
Full access to the upgraded Meetings Hub, the new platform for hyper-personalized client meetings. No caps, no cost, for a year. Plus a direct line to our team of experts: the people who build it, working alongside you to make it land in your book.
The result: a sharper-looking meeting, delivered faster. Better for your client, quicker for you. A book that grows.
Twelve months on us
Full access to the upgraded Meetings Hub. All meeting types, all the Conversation Stages you can run, the full Meeting Map library, the MQ score at the end of every meeting. No card on file.
A direct line to the team
A shared channel with the team behind Meetings Hub. What you flag this month lands in the next release.
Priority member
When we publish what the upgrade looks like in the wild, your firm is in the first reference. Credit for the work you put in.
Roll into anything next
After the year, you decide what comes next. A free tier, paid tiers when you want more, or step out entirely. The conversation with us stays open either way.
From a yes to your first meeting, inside of a week.
No nurture sequences. No "we will be in touch". A short note, a short call, and then the Conversation Stage is yours.
Reserve your seat
Three fields. Name, firm, role. A short note from us within the same day.
A 30 minute walk through
We show you Design, Personalize, and Perform live, then hand you the keys. No drip campaigns.
Your first real meeting
You run a Discovery or Review meeting on Meetings Hub. The Conversation Stage goes live. Showtime.
A short note back
A quick note once a month. What is working, what is not, what you wish the Frame would do. We read every one.
The ones everyone asks first.
What does the platform actually let me do?+
Three things, in one meeting space. Present: walk in prepared, walk through with the client, with the meeting planned in minutes not hours. Personalize: built once, made personal at the moment of the meeting, adapted to this client’s world, words, and numbers. Perform: run incredible meetings from day one.
Is this really free for a full year?+
Yes. No card, no auto renew, no fine print. After twelve months you choose what comes next.
Will my clients see this is a preview release?+
No. Every Conversation Stage runs with your firm branding. Your clients see your firm; we sit underneath. The upgrade is production grade, just rolled out to the priority cohort first.
How many seats are you opening?+
A small priority group, under 50 advisors. We are picking deliberately. If we say yes, we mean it.
What happens to my data?+
Client data stays in your environment. We see anonymous meeting quality signal, not the conversation itself. SOC 2 in place; full data agreement on signing.
What if it does not fit?+
Cancel any time, no exit interview required. We would rather you tell us why and let us learn from it. The door is unlocked from your side.
Three fields. Then we book in.
Name, firm, role. A short note from us within the same day. If your seat is open, the walk through follows that week.