Elevate Your Impact in Finance
Whether you’re a financial advisor, wealth manager, or educator, we help you succeed. Streamline lead engagement, client onboarding, and consultation scheduling with The Entrepreneur Advantage.
Trusted
Why Financial Leaders Choose Us
Streamline operations
to efficiently manage client onboarding and communication.
Enhance client engagement
to build trust and drive better financial outcomes.
Expand your reach
to attract more clients and maximize the impact of your financial services.
Tailored Solutions for Every Aspect of Finance
Whether you're managing a financial advisory firm, educating future finance professionals, or offering specialized financial services, our CRM system is designed to capture, nurture, and convert leads with ease. From initial client contact to onboarding, our automated system ensures each step is handled with precision.
Operations Management Automation: Optimize your daily operations and patient care.
Educational Tools & Resources: Empower the next generation of financial professionals with valuable learning resources.
Service Promotion: Expand your reach and attract clients to your unique financial services and offerings.
Trusted
MANAGE YOUR ENTIRE BUSINESS USING ONLY ONE TOOL
Key Features of Our CRM System:
Automated Lead Capture
Initiate contact via SMS, social media, or post comments.
Multi-Channel Communication
Engage leads through text messaging, Instagram, Facebook, and emails.
Demo Scheduling & Incentives
Easy calendar integration with gift card incentives.
Post-Demo Nurturing
Ongoing engagement and issue resolution to guide leads towards enrollment.
AI-Driven Re-Engagement
Automated follow-ups with learning AI for personalized communication.
Comprehensive Access
Includes CRM, AI, texting, and mobile app features for unified communication.
Our PRICING
PRO MONTHLY
$497
Monthly
Get full-access to the platform and the benefit from:
Ongoing Support: Benefit from up to 4 hours of dedicated support each month.
Cost-Effective Growth: Access powerful CRM features, including automation and AI-driven communication, all at a competitive monthly rate to support your long-term success.
Access to The Entrepreneur Advantage™ Community
Access to The Entrepreneur Advantage™ Course Library
PRO ANNUAL
$4,970
YEARLY
Go Annual instead and Save $994.
Ongoing Support: Benefit from up to 4 hours of dedicated support each month.
Cost-Effective Growth: Access powerful CRM features, including automation and AI-driven communication, all at a competitive monthly rate to support your long-term success.
Access to The Entrepreneur Advantage™ Community
Access to The Entrepreneur Advantage™ Course Library
Hear From Our Clients
See the Impact on Other Brands that Choose The Entrepreneur Advantage™
Michael and Sabrina have been helping me with my business for years. If feel stuck I can rely on them to pick a better plan and show me how to do it so that I can move forward.
Dorothy Lewis - Health With Dorothy
He quickly identified my business’s strengths and introduced innovative strategies that significantly boosted my effectiveness. The results were immediate, and my conversion rates soared.
Jim Winokur - Retire With Jim
Privacy Policy | GDPR | Disclaimers | ©️ 2023-Present Ask Michael Chandler LLC | All Rights Reserved
Privacy Policy | GDPR | Disclaimers | ©️ 2023-Present Ask Michael Chandler LLC | All Rights Reserved
