A New Type of Agency
Finaeo is the agency for the financial advisor of tomorrow. We educate, train, and outfit you to compete in a rapidly changing world.
Coaching Matters
Finaeo was built for advisors by advisors. At the core of our value proposition is strong coaching and education.
Experienced Coaches
Our coaches have all built enormous books of business. Now they’re here to help you do the same.
A Community of Peers
From regular meet-ups to Slack groups, Finaeo advisors are part of a peer network that helps them with training, advice, and mentorship.
A Tech-First Firm With Zero Desk Fees
We aren’t an agency first with a bit of tech second. We are a tech-first agency which uses the latest technology to help you grow.
A Front Office Suite To Keep You On Track
Our CRM and front-office digital tools keep you focused on the only thing that matters – your client relationships. We nudge, notify, and automate you on the most important aspects of your day so that you never let another client slip through the cracks.
No More Back Office Pain
You don’t have time for endless admin work. Our back-office connections and integrations make submitting a policy smoother than ever before. Digitally submit everything and take a prospect to policy in one coffee meeting.
White Glove Service On Demand
As an independent advisor, we know that sometimes you need a little bit of help. Our Finaeo concierges will help you with any case questions you have, around the clock.
Place Hard to Insure Cases
We help advisors find the right products for the right clients – including very hard to insure situations.
A Digital Assistant For You
On the road? Talk to our chatbot and get quotes and answers to your question on the go!
