Through collaborative financial planning, FinFam gives financial advisors and planners the tools to scale their expertise, reach new clients, and deliver exceptional value through our innovative platform.
Why Partner with FinFam?
The advisory landscape is changing. Meet your clients where they are with modern, collaborative tools.
Expand Your Reach
Scale beyond one-on-one meetings. Create interactive Views that serve hundreds of clients simultaneously while maintaining your personal touch and expertise.
Build Your Brand
Establish yourself as a thought leader. Share your expertise through our marketplace and attract clients who value your specific knowledge and approach to financial planning.
AI-Powered Insights
Leverage cutting-edge AI to create personalized recommendations at scale. Our assistant helps clients understand complex scenarios while maintaining your professional oversight.
Target Your Niche
Whether you specialize in retirement planning, tax optimization, or wealth management, create Views that speak directly to your ideal client's specific needs and circumstances.
Generate Referrals
Happy clients naturally share great experiences. FinFam's collaborative features make it easy for satisfied clients to recommend your expertise to their friends and family.
Verified Professional Status
Get verified by FinFam to display your professional credentials with a special rosette badge. Build instant trust with clients who can see your verified financial professional status throughout the platform.
How FinFam Works for Advisors
A streamlined workflow that integrates with your existing practice.
Publish Your Views
Transform your expertise into interactive content: Think blog post meets financial calculator, built with a technology you already know: Spreadsheets.
Interactive calculator that helps clients understand the tax implications and optimal contribution strategies based on their specific situation.
Engage with Clients
Clients discover your Views through our marketplace or direct recommendations. They can interact with your content, ask questions, and see how your advice applies to their unique situation.
Clients can comment on Views, request follow-ups, or schedule consultations directly through the platform.
Scale Your Practice
As your Views gain traction, you'll attract more qualified leads who already understand your approach. Convert interested prospects into full clients through deeper engagement and personalized consultations. Long-term we'll be adding more marketplace features, such as paid subscriptions for Views.
Track View engagement, client inquiries, and conversion rates through our partner dashboard.
Get Verified, Build Trust
FinFam's verification process helps you establish credibility and stand out from the crowd.
Identity Verified
Complete our identity verification process to show clients you're a real person. Get this verified checkmark that appears across all your content and interactions.
Professional Badge
Submit your credentials (CFP, CFA, ChFC, etc.) for verification. FinFam will display a partner badge next to your name throughout the platform, instantly building trust with potential clients.
Client Confidence
Verified advisors see higher engagement rates. Clients are more likely to interact with and trust content from verified financial professionals.
Ready to Transform Your Practice?
Join hundreds of financial advisors who are already using FinFam to grow their practices and better serve their clients.
No setup fees • Professional verification available • Dedicated partner support
