Professional Services

EPIC Financial Services Snapshot

A comprehensive solution for financial advisors and planners, offering automated client engagement, financial planning workflows, and relationship management systems.

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What's included

01 / Included

Marketing Materials

Prospect and client nurture email sequences
Social media content calendar for 12 months
Ad templates optimized for financial services keywords
Client case study and testimonial templates
Seminar and webinar presentation materials

Operational Systems

Client service tracking templates
Financial planning process workflows
Documentation and compliance checklists
Client review meeting frameworks
Revenue tracking and business metrics

Automations

New client onboarding sequence
Annual review scheduling and preparation
Client birthday and milestone recognition
Market update distribution system
Referral request and tracking automation

Sample workflows

02 / Workflows

Prospecting & Acquisition

Lead generation and qualification system
Prospect nurturing sequence
Discovery meeting preparation
Value proposition presentation
Proposal and agreement automation

Client Service & Planning

Financial planning process management
Client information collection and organization
Review meeting preparation and follow-up
Investment management workflow
Client communication cadence

Practice Management

Compliance documentation tracking
Client segmentation and service matrix
Revenue tracking and forecasting
Team capacity and responsibility management
Strategic business planning tools

Pricing & bundles

03 / Pricing

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$4997 + $1470/year

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Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$4997 + $147/month

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“

This system transformed our financial planning practice. We went from constantly scrambling to keep up with client service to a smooth, predictable process. Our clients appreciate the consistent communication, and our team has the capacity to focus on high-value activities.

Michael Thornton, CFP®

Thornton Wealth Management · Boston, MA

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