A New Digital MGA

We are the technology-driven MGA
of the future.  We build tomorrow’s
financial advisors today.

Your On-Demand Virtual Service Team

Finaeo is the one-stop, administrative back-office for busy financial advisors. We surround you with the people you need to build a successful business, including:

  • Your personal concierge and product specialist to help you select the right product for the right client at the right time
  • Your business coach, here to help you grow and build your book of business
  • Your brand and marketing guru, here to help you get your name and vision out there

All of these people are available to you live and on-demand when you need them. Their goal is to help you grow your business!

Technology at Our Core:  Built For Advisors by Advisors

At Finaeo, we believe that the future of financial advisors will be built around technology. We are creating a seamless experience from prospect to policy. This includes:

  • A digital financial needs assessment form to send and impress your client
  • A free, easy-to-use, modern CRM that ensures you never let another client slip through the cracks
  • A website branded for you to ensure you are web-ready

But the real magic is how everything works together. Our goal is to build an entire workflow from meeting a prospect to signing a policy that minimizes wasted time and maximizes your success.

You’re Not A Salesperson, You’re An Entrepreneur

At Finaeo, we know that the best financial advisors are the ones who understand that they’re building a business, not just making sales. Our goal is to train you to think like a business owner, creating memorable client experiences. We do this by:

  • Training that focuses around building your business and understanding the tactics and numbers that matter
  • One-on-one coaching with a business coach who will work with you on long-term strategizing
  • An individualized marketing and branding plan to create the narrative you want in the marketplace.

At the end of the day, we want to transform you from a sales person to a business owner.

Get Our Free CRM - Never Let Another Client Slip Through the Cracks

Built for advisors, by advisors. Totally free.