Future-Proof Your Practice. Redefine Your Legacy.
Empowering elite advisors with innovative technology and time-tested strategies to build a practice that lasts generations.
THE REALITY CHECK
Your Book Is Worth Millions—Don't Let It Vanish.
We are facing a $68 Trillion wealth transfer. Studies show 80% of heirs fire their parents' advisor within 18 months. Why? Because they don't know you.
The Multi-Generational Retention System
The All-in-One Platform to Secure Your Legacy
Goodvisor is more than just a tool. It's a fundamental shift in how you build and maintain relationships. Engage entire families, from grandparents to grandchildren, with a seamless modern experience.
Personal Branding
Stop being "Mom & Dad's guy." Be the family's advisor with a unique brand voice and LinkedIn authority.
Video Content Marketing
Build trust 24/7. High-quality video production that lets your face and voice nurture clients while you sleep.
Automated Relationships
Stay top-of-mind effortlessly. AI-driven birthday wishes, market updates, and reviews that keep you connected.
The Winning Website
A mobile-first design that ranks #1 on Google and converts the next generation of investors.
WHY GOODVISOR?
Built by Advisors, for Advisors
We're not another tech company trying to disrupt your industry. We are financial advisors who experienced the retention crisis firsthand and built the solution we needed. Goodvisor is designed to integrate seamlessly with your existing workflow while delivering a world-class client experience.
Be Seen
We turn you into the most obvious choice for your clients.
Save Time
Automate low-value tasks and save 20+ hours/week.
Earn Trust
Bridge the gap with heirs long before inheritance day.
ELITE COACHING & GROWTH
Master the Art of Multi-Generational Advice
Technology is only part of the solution. Our elite coaching program gives you the strategies, scripts, and mindset to become the trusted advisor for every generation of your client families.
The Standard of Excellence
Join an Elite Community of Forward-Thinking Advisors
Becoming a Goodvisor means more than just using a platform—it's a commitment to a higher standard of client care and a dedication to building a practice that lasts for generations.
REAL RESULTS
Don't Just Take Our Word For It
"I onboarded my top 10 client families and within 3 months, I had meetings with 8 of their adult children. That's more progress than in the last 5 years combined."
Sarah J.
15–Year Industry Veteran
"Goodvisor's coaching was a game-changer. I learned how to talk to millennials and Gen Z about money in a way that resonates. My confidence has skyrocketed."
Michael P.
Independent Financial Advisor
"The platform isn't just for retention; it's a powerful prospecting tool. Highlighting my multi-generational approach makes me stand out in a crowded market."
Emily R
Partner at a Wealth Management Firm
"I onboarded my top 10 client families and within 3 months, I had meetings with 8 of their adult children. That's more progress than in the last 5 years combined."
Sarah J.
15–Year Industry Veteran
"The platform isn't just for retention; it's a powerful prospecting tool. Highlighting my multi-generational approach makes me stand out in a crowded market."
Emily R
Partner at a Wealth Management Firm
"Goodvisor's coaching was a game-changer. I learned how to talk to millennials and Gen Z about money in a way that resonates. My confidence has skyrocketed."
Michael P.
Independent Financial Advisor
The Standard of Excellence
Ready to Future-Proof Your Practice?
Stop worrying about the future and start building it. Schedule a personalized demo to see how Goodvisor can help you secure your legacy and thrive in the new era of financial advice.