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Woman at Work

Immediate answers
for immediate results

Gain access to immediate email support on all of your questions around fintech, people, and processes to empower your day-to-day with the Nifty team.

  • Ideal for the DIY advisor or firm executive

  • Ask questions alongside Nifty professionals who work intensively in the day-to-day of RIA fintech, processes, and talent

  • Receive a response within 24 business hours

  • Receive up to five responses every 30 days, bulk your questions 

  • Choose your preferred delivery method via email for ultimate accessibility: video, written, audio

  • Billed via retainer, $500 per month

Frequent Advisor Questions

  • "How do other advisors streamline their meeting follow up process?"

  • "How do I ensure my team member is happy and engaged?"

  • "How do you send an envelop using Schwab's digital workflows?"

  • "Do you recommend Wealthbox or Redtail, and why?"

  • "My employee keeps dropping the ball. How can we edit our workflows that helps us work better together?"

  • "What structure do you recommend for a successful email campaign?"

  • "I'm experiencing a bug. What solution do you recommend?"

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