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advisorvisuals's profile picture. One-page financial plans on steroids

Advisor visuals

@advisorvisuals

One-page financial plans on steroids

104Posts 169Followers 1KFollowing
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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Apr 14

Building beautiful one(two)-page plans should not ever take more than 10min. @MichaelKitces @behaviorgap tell us how we are doing. We will launching the private beta very soon. interested? please send us a DM

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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Nov 13

Anyone knows where I can get anonymized advisor meeting transcripts? I have been cooking something really cool and need a few real-world transcripts for testing. 🚀

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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Apr 29

🚀 AdvisorVisuals Public Beta is LIVE! Ditch confusing reports. Create beautiful, visual summaries advisors & clients love using our drag-and-drop tool. Join the FREE Beta & transform your meetings! 📷advisorvisuals.com

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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Jan 2, 2024

The One-page plan will be whatever you want it to be. It is a communication deliverable for whatever it is you discuss with your client. Time to build the report in the screenshot: 6min ⏱️ I have added cashflow chart support over the weekend. let me know what you think

advisorvisuals's tweet image. The One-page plan will be whatever you want it to be. It is a communication deliverable for whatever it is you discuss with your client. Time to build the report in the screenshot: 6min ⏱️ I have added cashflow chart support over the weekend. let me know what you think
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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Dec 29, 2023

The challenge of 2024 will be figuring out #whatadvisorswant.

advisorvisuals's tweet image. The challenge of 2024 will be figuring out #whatadvisorswant.
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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Dec 25, 2023

Merry Christmas and Happy holidays to you all. 🌲🌲

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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Dec 22, 2023

Who said that One-page financial plans should be in portrait format. Use the format that makes sense for that particular client for that particular plan.

advisorvisuals's tweet image. Who said that One-page financial plans should be in portrait format. Use the format that makes sense for that particular client for that particular plan.
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advisorvisuals's profile picture.
Advisor visuals
@advisorvisuals
Dec 21, 2023

New day, new One-page financial plan template. Bring your style, your logo, your layout. Everything ready to go in under 10min from scratch. Let us know how we are doing

advisorvisuals's tweet image. New day, new One-page financial plan template. Bring your style, your logo, your layout. Everything ready to go in under 10min from scratch. Let us know how we are doing
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