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Introducing Our New Packages: Simpler, Clearer, and More Impactful

At Nifty Advisor Support, we’re always looking for ways to better serve you. We’ve listened to your challenges, celebrated your successes, and most importantly learned what really moves the needle for financial advisors like you. The result? A complete reimagining of our services.

Introducing our new Flow and Forward series, tailored packages that meet you exactly where you are in your business journey. Whether you’re building strong foundations or looking to scale like never before, there’s a Nifty package designed to help you succeed. Reach out to us here to learn more about how our services can support your growth.

What’s New?
We’ve organized our services into two series: Flow for building strong foundations and Forward for leveling up your operations and growth. Let’s start with the Flow Series.

Not every advisor is ready to hit the gas. Some of you need solid systems, repeatable processes, and support that creates consistency. That’s where the Flow Series comes in.

Flow is about getting the essentials right—and when you get those right, growth follows.

• Market Flow: Nurture your existing client base and turn warm leads into actionable opportunities.
• Service Flow: Master your client servicing essentials by implementing seamless workflows.
• Plan Flow: Simplify financial planning tasks for straightforward households by outsourcing your workflow.

If you’re looking to streamline operations and lay the groundwork for success, the Flow Series is for you.

Ready to level up? Forward is where momentum becomes mastery. These packages are designed for advisors who have the basics covered and are ready to accelerate their growth.

• Market Forward: Scale beyond yourself with a growth-driven content plan that positions your firm for success.
• Service Forward: Streamline your client onboarding process with critical planning, data input, and operational support.
• Plan Forward: Collaborate with experts to develop tailored solutions for complex household needs.

With the Forward Series, you’ll have the tools and expertise to take your business to the next level.

BUT, We didn’t stop at the Flow and Forward series. Meet two new tools designed to complement your business: Nifty Track and The Nifty Lab.

Nifty Track
Sometimes you don’t need ongoing support—you need a laser-focused project solution. Nifty Track is our one-time project management service for when you need something implemented yesterday.

Think: workflow overhauls, system rollouts, or platform implementations. If you need it done right and done fast, Nifty Track is your answer.

The Nifty Lab
Community matters. The Nifty Lab is your online hub for collaboration, learning, and support. Led by Nifty’s Founder & CEO Michelle J. Wong, this space is built for financial advisors and aspiring professionals who want to connect, share insights, and grow together.

The best part? It’s FREE for Nifty clients.

Why Choose Nifty’s New Packages?
This isn’t just about new names or fancy titles. Our new packages reflect everything we’ve learned from working alongside advisors like you:

• Simplicity: Clear, focused solutions that don’t overcomplicate things.
• Clarity: You’ll know exactly what you’re getting and how it benefits you.
• Impact: Every package is built to help you reach tangible, measurable results.

We designed Flow and Forward because we know you’re not all in the same place. Some of you are in build mode. Others are in scale mode. Wherever you are, Nifty has your back.

Let’s Move Forward, Together
Whether you’re laying the groundwork or pushing toward the next level, Nifty Advisor Support is here to make your journey smoother, smarter, and more successful.

Explore the Flow and Forward series. Reach out to learn more about Nifty Track or join us in The Nifty Lab.

We’re not just support. We’re your partner in growth. Whether you’re building strong foundations or scaling to new heights, we’re here to help. Contact us today to explore the Flow and Forward series, Nifty Track, or join The Nifty Lab.