Our Client Memos Membership…

Money Visuals is currently at capacity (500 members).

Over the past year, we’ve intentionally maintained that cap to preserve the quality of the group. As spots open, we invite a select few advisors to join.

When doing so, we prioritize as follows:

• Advisors referred by current members

• Those who have expressed recent interest

• Overall fit for what we’re doing here

If you’d like to be considered for membership, you can request an invitation by filling out the contact form here.

When reaching out, please include:

• How you heard about Money Visuals

• Who referred you (if applicable)

• Your goals for your newsletter

I never know when spots will open up, but if you’re interested, I’d be happy to have you stay in touch as we prioritize FAs who would truly value our service.

If you’d like more information about our membership, including what you can expect and current pricing, you can find that information here.

Or, if you’d like to know why I capped our membership, you can read my “Manifesto" by clicking here.