Help Shape The Future Of Personal Finance.
Sound Advice has created an exclusive opportunity for a select group of people to join the Client Advisory Board to be a part of a team to help our team shape the future of financial advice.
Client Advisory Board: The Benefits
Exclusive Access: As a member of the Client Advisory Board, you get a 3-year unlimited subscription to Sound Advice. Your input will directly inform the development of new features and advice modules as well as receiving expert financial advice typically reserved for those that pay thousands of dollars a year to work with financial advisors.
Customized Advice: If the advice you need isn't available in the application, we'll add it to the platform and directly connect you with our Financial Experts to provide you with personalized financial advice.
Experience & Influence: Gain privileged access to our executive team, where you can share your insights and feedback to shape the future of the Sound Advice application and brand.
Wealth Within Reach.
Client Advisory Board Members will shape a new way of engaging with your personal finances. Sound Advice is at the forefront of this movement and we want you along for the journey!
Participation Opportunity includes:
•PROTOTYPE TESTING: Participate actively in rating and evaluating prototypes for future development projects, ensuring our upcoming features align with your needs and expectations.
•TEAM CALLS: Participate in a team Zoom calls 4-times a year to discuss your experiences and provide real-time feedback with other members of the board.
•PRODUCT FEEDBACK: Participate in feedback surveys, sharing your insights, satisfaction with our existing features, and overall experience with the app.
•PARTICIPATION FEE: Each Client Advisory Board member will pay a one-time $300 fee. 3-year unlimited subscription is included in the fee (a 36% discount).
“The traditional systems that are in place to help people build wealth are rigged against the un-wealthy.”
David Lyon, Co-Founder & CEO
