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Platinum Membership

Unlock powerful marketing & growth tools alongside exclusive perks all at a heavily discounted price.

  • $10 OFF Per Household NEW
    * Excludes Virtual Seminars

  • FREE Horsesmouth Content NEW

  • FREE ReminderMedia Magazine Drop NEW

  • TWO FREE Host University Tickets

  • Free White Glove Social Connect™

  • FREE Advisorist Annual Membership

  • 75% OFF The Bucket Plan® Training Program

  • Enhanced Success Guarantee

  • Double Referral Bonus

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What's Included

$10 OFF Per Household*

Platinum members can save big on their seminars with $10 off for each attended household for all 2020 events. Offer not available for Low Cost Done for You or DIY.
* Excludes Virtual Seminars

FREE Horsesmouth or BAS Content

Get one free topic with either Horsesmouth or Broadridge Advisor Solutions, two premier estate planning content providers and training resources (a $597 value). This can help you diversify your seminar topics and rotate in your area as needed.

FREE Reminder Media

Reminder Media can help you stay top-of-mind with your clients and/or prospects via a custom lifestyle magazine that carries your personal branding. (50 Magazines & Setup FREE - $500 value).
Learn more about Reminder Media →

FREE White Glove Social Connect*

Social Connect is the ultimate done-for-you social media management solution. Social Connect will help you gain referrals, improve client retention, and convert more prospects by leveraging hand-picked news articles and user reading habits to create meaningful digital touchpoints with your clients and prospects via social media and email. Our expert team will set up and manage everything for you so you don't have to take time away from essential meetings or doing what you love. * Subject to compliance approval

FREE Advisorist Annual Membership

Gain access to the fastest growing on demand training platform for financial advisors. You'll get dozens of scripts, templates, courses and interviews that will help you fill your pipeline. Includes group and personal coaching as well as a helpful community of peers.
Learn more about Advisorist →

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Additional Benefits

Discounted Access to The Bucket Plan® Training Program

Treat yourself to a multi-day financial planning training program like no other. You’ll learn a tried & tested retirement philosophy that your prospects (and clients) will quickly resonate with, arming you with an additional way to demonstrate value during those first few key appointments.

Learn more about The Bucket Plan® →

Enhanced Success Guarantee

Attendance and travel requirements removed for Host University to qualify for the “no new client gained 120 days after your first 50 households” guarantee.

2 FREE Tickets to Host University

Our annual seminar marketing conference is all about helping advisors maximize their seminar ROI. Each year we invite industry experts, including our very own clients, to come share their actionable tips, powerful strategies and fresh insights with advisors seeking to take their seminar performance to the next level. With Platinum, you get two tickets on us.
Learn more about Host University →

Double Referral Bonus

Pocket 2X our standard referral bonus. (From $500 to $1000!) With just five successful referrals, you’ve covered the cost of your Platinum Membership for the year.



Per Year

  • $10 OFF Each Household NEW
  • FREE White Glove Social Connect
  • FREE Host University
  • One FREE topic from Horsesmouth NEW
  • FREE ReminderMedia setup with 50 magazines NEW
  • Enhanced Success Guarantee
  • FREE 1 year subscription to Advisorist + hours of video training with Frank Maselli NEW
  • Earn DOUBLE referral bonus ($1000)
  • The Bucket Plan® Training Program – 75% off retail value

Retail Value



A 64% discount!

  • Full Price Per Household
  • White Glove Social Connect – $4,200
  • Host University – $1,900
  • One Horsesmouth OR BAS Topic – $597
  • ReminderMedia Setup + 50 Magazines – $500
  • Enhanced Success Guarantee – N/A
  • One-year subscription to Advisorist + hours of video training with Frank Maselli – $3,564
  • $500 Referral Bonus
  • The Bucket Plan® Training Program – $3,995

* $1,000 value example is based on 100 households purchased.

Advisors that spend $125,000 with us within a 12-month span qualify for a FREE Platinum Membership. Speak with your account executive for details.