Built On Our Artificial Intelligence and Bot-powered Genesis Smartware™ Platform
Developed and delivered by Deborah Fox and her team. Deborah is a nationally recognized industry consultant for close to 20 years and a financial advisor with her own advisory firm for over 25 years. She is a thought leader, speaker and industry expert. We have worked with firms of all sizes including new to middle-sized firms and some of the largest prestigious firms in the country. We also provide our services to institutions such as technology companies, custodians, TAMPS and other financial institutions that serve advisors.
Beginning month 7 there will be a monthly membership fee of $149 per month for continued access (Can be cancelled at any time)
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