Advisor Growth Target larger advisory firms and RIAs that already embrace technology-driven estate planning. With 5,500+ advisory partners and a strong channel through firms like Mission Wealth, Kingsview Partners, Modern Wealth Management, Choreo, and Thrivent, there is an opportunity to expand existing partnerships or replicate the model with additional firms seeking scalable, branded estate planning solutions.

Special Needs Expansion Capitalize on the March 2026 standalone special needs trust offering to attract financial advisors serving families with special needs planning. This new product extension creates cross-sell potential for trusts, guardianships, and fiduciary services, improving client retention and increasing average revenue per advisor.

Technology Partnership Leverage the collaboration momentum with Jump.ai and the added CTO leadership to position a value proposition around AI-assisted planning, faster plan turnaround, and human-reviewed assurance. Sales can emphasize integration capabilities, implementation speed, and enhanced client conversations powered by technology.

Brand Reputation Utilize recognition as a top startup and consistent advisor-satisfaction leader to approach mid-market financial services firms seeking credibility and low-risk technology partners. Highlight proven satisfaction scores, industry awards, and independent advisories to overcome procurement and integration concerns.

Pricing and Onboarding Promote Pay As You Go pricing and turnkey deed filing as differentiators for cost-conscious advisors. Position onboarding and ongoing support as a value add, reducing client procrastination and enabling rapid deployment across advisory teams without subscription lock-in.