Client Experience Coaching

For financial planners who love to do-it-themselves

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Your business deserves more. Speak directly with industry professionals who work directly with the workflows, technology, and people that make it work every single day. Click on our photos to learn about our experience and how we contribute to Nifty.

Industry Coaching

For professionals who need career guidance and direction

Navigating in a fast-paced, high-touch industry can feel scary - especially if you're navigating your career alone. Gain clarity as an operational or paraplanning professional as you build your freelance career with help from Michelle Wong, the Founder of Nifty Advisor Support, as your personal career guide.
You're a SUPERHERO. Superheroes need a voice in the industry. That's why Michelle founded Nifty. To champion the operational and creative heroes that the industry lacks. We hear you and we're here to help.
Are you thinking of contracting your services?
Let's set you up for the best advisor experience possible.
During our industry coaching call, we will discuss:
- How to impress your first advisor
- Identify your strengths and weaknesses
- What advisors aren't telling you
- Custom advisor compatibility chart: Finding the perfect match