The Financial Advisor’s Time Trap

‍As a financial advisor or planner, you're not just selling a service you’re coaching clients through life’s biggest decisions: retirement, homeownership, education, investments, and risk protection. But as your practice grows, so does the pressure to educate every client personally, repeatedly, and clearly. Every new prospect needs to understand how you work. Every client needs help reviewing the same budgeting principles, portfolio basics, or tax timelines. But your time is limited. Scaling without sacrificing quality becomes your biggest constraint.

In a world where trust and clarity are everything, how do you ensure your guidance is consistent, accessible, and actionable without repeating yourself?
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The Wizly Solution

‍Wizly helps financial advisors turn repeatable client education and planning frameworks into modular, AI-powered Collections. These are structured, self-paced learning journeys that live inside your practice, available 24/7 for your clients, team, or prospects.

Your Wizly Collection can include your signature content, goal-setting templates, tax timelines, budgeting tools, and onboarding documents, all paired with your AI Twin that answers questions in your own voice.

Now, clients can learn foundational concepts before meetings, revisit complex ideas after, and build financial literacy at their own pace guided by your expertise, not generic online content.

‍What You Can Include in a Financial Planning Collection

Introductory Modules: Your planning philosophy, process overview, and key financial principles

Goal-Setting Tools: Visioning exercises, milestone templates, and decision frameworks

Budgeting & Cash Flow: Income tracking worksheets, envelope method templates, emergency fund calculators

Investing Essentials: Risk tolerance quiz, asset allocation explainer, index fund vs. active strategies

Retirement Readiness: Timeline builders, 401(k) and IRA breakdowns, decumulation strategies

Tax & Estate Planning: Calendar reminders, basic forms, capital gains scenarios

Debt Management: Student loan payoff calculators, credit score optimization tips

AI Twin: Available 24/7 to explain concepts, define terms, and guide action, all using your tone and logic

Real Stats That Matter

‍71% of Americans feel overwhelmed when making financial decisions

Advisors who use structured, modular financial education tools see a 27% increase in client retention

Clients are 3x more likely to follow through with a financial plan when they understand the “why” behind it

68% of clients say they would pay more for a firm that provides ongoing financial education

‍Use Cases for Financial Collections

New Client Onboarding: Send a “Welcome to the Practice” Collection that explains your approach and educates on key concepts

Ongoing Client Education: Give clients access to budgeting, retirement, or investment refresher modules

Group Programs or Webinars: Supplement live sessions with a post-workshop Collection that reinforces learnings

Family Financial Literacy: Build Collections for next-gen education (teens, spouses, adult children)

Workplace Financial Wellness: Partner with employers to deliver Collections to employees as a value-added service

“We used to spend the first two meetings explaining what a Roth IRA is. Now, clients arrive having already completed our Wizly Collection. They ask better questions—and we get to actual planning faster.”
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— Founder, Fee-Only Advisory Firm

‍Monetization ModelsClient-Only Access: Include Collections as a value-added benefit for paying clients

Tiered Offerings: Offer Collections as part of Bronze, Silver, Gold membership levels

Standalone Sales: Sell topic-specific Collections (e.g., “Investing 101,” “Pay Off Debt in 12 Months”) at $99–$299 each

Subscription Model: $25–$49/month for access to all your financial education modules

Workplace Licensing: Sell Collections to HR departments for employee financial wellness programs ($5K–$15K per year)

Strategic Benefits

‍Eliminate repetitive meetings while improving client understanding

Reduce friction in your onboarding and review processes

Empower clients with interactive tools that drive action

Differentiate your practice with a digital-first, educational experience

Create a scalable revenue stream that works even when you’re off the clock

Getting Started with Wizly

‍Upload your PDFs, spreadsheets, client templates, and explainer videos into your Wizly Knowledge Hub

Organize content into 5–7 clear learning modules

Train your AI Twin using your real Q&A, metaphors, and examples

Publish and share via secure link or embed in your website

Update regularly to reflect new laws, market conditions, or strategy changes

Build trust. Educate at scale. Free your time. Start your Financial Planning Collection on Wizly and transform your practice into a 24/7 learning experience.