Advisor Controls is a unique service for financial advisors, so people are naturally curious about what we offer, how it works, and whether it will add value to their practice. Since we’re all about saving you time and streamlining your life, we wanted to answer some frequently asked questions and give you a clear idea of what you can expect from us!
What Does Advisor Controls Offer?
Our resources help you improve your efficiency and productivity, providing you with marketing, webinars, training, best practices, and our personal favorite, our Retirement Plan Simulator.
Can I Try It Out For Free?
Yes! We believe you should see what we have to offer before investing your hard-earned money. We offer a 14-day free trial period which includes access to our Retirement Plan Simulator and planning resources. Once your trial ends, you can cancel if you feel it’s not a good fit for you (but we bet you’ll be blown away) or your credit card will be charged a flat rate of $99 per month for the premier membership.
What If I Change My Mind Later?
You are not locked into a contract with Advisor Controls. Our subscriptions are month-to-month and you can cancel at any time if your situation requires.
What Happens To My Information If I Cancel?
If you use the Retirement Plan Simulator, which includes your client’s plan information, and decide to cancel your subscriptions, you will have access to the data for the remainder of the billing cycle.
What Are My Membership Options?
Premier membership ($99/month) includes access to essential resources, trusted technologies, and proven planning processes used by top producers.
I Have Multiple Team Members, Can We Use The Same Subscription?
Our software is individually licensed, meaning that only the subscriber (and their administrative assistants) can utilize the software with his or her clients. You can purchase subscriptions for other advisors at your firm, and we also offer “enterprise” licenses for organizations needing hundreds or thousands of subscriptions.
How Can I Access More Of Your Products?
We offer additional products, such as Social Security Pro and Life Goals. To add any of these products, simply add through your “My Account” link.
Are You Ready To Dive In?
Advisor Controls was created by financial advisors for financial advisors. We know that our products and resources are invaluable and will set you on the path toward becoming a top-producing advisor. If you have more questions, we’re here for you every step of the way. And if your interest is piqued and you’re excited to try it out, we invite you to start your no-risk free trial today. If you want to learn more about what we do and how we can help you, contact us at firstname.lastname@example.org, 309.650.1125, or schedule a meeting online.
About Advisor Controls
Advisor Controls is a joint venture between an industry-leading fintech company and million-dollar advisors. With the development of innovative tools that enable advisors to optimize product mixes and maximize planning outcomes, Advisor Controls has cracked the code, delivering an easy-to-use solution for understanding and advancing clients’ retirement income stories. Advisor Controls provides independent financial advisors with the resources, technology, and best practices to accelerate their growth and model their business after top-producing advisors. Learn more about Advisor Controls and what it can do for your firm by visiting our website.