WealthOG is not like most software for financial advisors.

The first company to try it had 10,000 advisors attract over a million prospects—each building plans on their phones in under 3 minutes.

And this matters because advisors have a problem.

Its not their network.

They engage old friends and acquaintances, join professional organizations, support team sports, get trade-show booths and even host dinners.

The problem is one moment. The moment of truth... where they ask someone for their business.

“Well Aunt Gertrude, it’s been great catching up at the annual family picnic… what do you say we meet up at my office or a coffee shop and you bring all your finances and investment statements with you, and I give you a second opinion, or build you a financial plan?”

It’s hard to ask… so they often don’t. Or if they do, nothing comes of it. Aunt Gertrude forgets and the advisor is on to the next person.

We solved this moment.

We can turn 10x more of those friendly chats into onboarded clients. And, it takes just takes 3 minutes.

"Aunt Gertrude, could you try something for me? My company built a free AI financial planner that shows when you can retire, your future income, and if you're investing tax efficiently. It takes 3 minutes on your phone—and you can even chat with the AI after. I'd love your feedback!"

She pulls our her phone and answers financial questions before validating her phone number, right in front of the advisor.

And after three minutes, she has a booked call to talk more.

If you want your team to fix that moment, lets talk.