Pricing and Services
Prior to purchase or signing up, please reach out to Ashley at amilot@fiatwm.com with any questions.
We’re here to provide value, from one ADVISOR to ANOTHER.
Coaching
Virtual masterclass
$1,500
Join Brad online with other advisors around the nation to learn more about how Brad operates his practice. This includes running virtual and in-person workshops, nurturing new leads, walking through the lead to client process, touch points, and others.
This will be a half a day masterclass broken into two sessions.
In person masterclass
$2,500
Coming soon
In person shadowing
$4,000
A much more personal approach, you will be able to come sit in on Brad’s practice for two days. There you will be able to talk through our process, see our deliverables and technology, sit in on advisor visits, listen to workshop follow ups, and see other Fiat processes.
This will be a two day experience.
Virtual one on one
$2,000
More of a customizable and exclusive experience, Brad will work with you one on one with his systems manager. This will open the door to action plans you can take back to your practice, and also show you where you can be more efficient with workshops and/or your practice.
This is a two hour session.
Firm Upgrades and services
Prior to starting these projects, we will have a short 30 minute call to hear your ideas, and see if it makes sense to work together.
Website
$2,500+
Coming soon
LEad/Client deliverables
$2,000+
Coming soon
Updated or New Logo
$100+
Stand out from the rest of the gray advising industry with a sharp, modern logo. We can either create a new one from scratch, or update one that you currently use.
Process Revamp
$500+
Coming soon
Process Graphics
$200+
Create sleek and simple graphics to show leads processes, objectives, or ideas. You can use these in your process to help drive home a point, or clarity a topic.
Rebranded Workshop Presenation
$5,000 per presentation
We will rebrand our Workshop presentation(s) to your company and send it your way to use as you see fit.