A proven system to attract ideal clients, deliver consistent value,
and scale—without sacrificing quality.
Kickstart your practice with 8 hours of onboarding, platform setup, workflow design, team training, and initial client integration. Additional hours available as needed.
We guide you through instance setup, onboarding meetings, workflow integration, team adoption planning, and up to 5 hours of live support to ensure a smooth rollout.
Get unlimited Health & Value Assessments, dashboards, training modules, working sessions every 60 days, and continuous updates and support.
Manage your firm with 25 included users, admin controls, custom dashboards, unlimited internal meetings, roadmap tools, and soft skill development via LMS.
Connect KPIs to what really matters—enterprise value
Drive results with clear initiatives and rhythms
Ditch the docs and decks - streamline in one platform
$250K–$750K+ per advisor annually. Over $2M/month MRR across firms.
| Package | Price | |
|---|---|---|
| Firm Certification Training | $5,000 one-time | Financing available: $525/month x 12 |
| Advisory Seats | Starting at $___/month | Includes unlimited assessments, training & support |
| Company Instance | $___/month | Includes 25 users |
Add-ons: $250/advisory seat | $100/additional instance | $4/user beyond 25
Onboarding + Workflow
Get buy-in and alignment
Use the platform with live clients
Review, refine, and optimize
Propel helped us go from scattered to scalable. I used to spend hours prepping for each meeting—now it’s all streamlined. My clients are seeing real results, and so am I.
If you're serious about growing your advisory practice, we’d love to show you how Propel can help.
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