Share basics
Name, city and what triggered the planning conversation.
GrowthOS
Start with the plan, then create the workspace account
This public funnel lets an investor begin scheduling and onboarding outside authentication. The advisor can convert the intake into a lead, workshop registration or planning session.
Public funnel
Pick priorities
Retirement, children's education, house purchase, tax or portfolio review.
Schedule
Reserve a discussion slot and continue in the investor portal later.