Financial Advisor Partnership Pipeline
Manages FA partnerships for investment advice, retirement planning, and insurance referrals
What This Automation Does
How It Works
Partnership Trigger
Planning need or FA refers prospect
Direction
Outbound or Inbound
Warm Intro
Three-way connection email
Thank Partner
Appreciation email
Pipeline
FA cross-referral tracking
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.