Provide your clients & site visitors 24/7 real-time answers on any aspect of Financial Planning with your very own digital succession plan advisor!
The Financial Planning advisor will provide comprehensive, accurate, and insightful answers about financial planning, wealth building, and retirement planning. The advisor is also knowledgeable on relevant research, initiatives, programs, thought leaders, and strategies across the financial planning ecosystem.
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Note: Our free Advisor includes the "Powered by Kindred" branding and does not provide for customization & styling. Also, the free version is limited to 100 total prompts / searches per month.
If you'd like to customize your advisor and/or increase prompt / search limits, you can upgrade to one of our paid options below.
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