STRATEGIC PARTNERS
Our most trusted partners for practice management & professional growth .
At My FA Coach, we’re committed to connecting our advisors with trusted partners who provide the specialized expertise and resources needed to elevate their business. Our curated & vetted network of strategic partners includes firms and companies with a track record of excellence, offering support across essential areas to help you deliver exceptional service to your clients and grow your practice with confidence.
Planning Tools
Trust & Will
Trust & Will is a modern, digital-first estate planning platform that empowers individuals and financial professionals to effortlessly create customized, legally valid wills, trusts, and probate-related documents entirely online.
With a robust suite of offerings — ranging from simple state-specific wills to comprehensive living trusts and probate support, all backed by attorney-designed templates, secure storage, AI-driven guidance, and flexible update options—Trust & Will combines legal rigor with user-friendly technology
Trusted by hundreds of thousands of families and more than 20,000 financial advisors, the platform streamlines legacy planning, reduces complexity and cost, and enhances client engagement through intuitive workflows and expert support
Nitrogen
Nitrogen Wealth (formerly Riskalyze) is a battle-tested client engagement and growth platform trusted by over 30,000 financial professionals. It empowers advisors to transform nervous investors into "fearless" ones by anchoring conversations around the acclaimed Risk Number®—a scientifically grounded, objective metric of risk tolerance.
Nitrogen combines risk assessments, portfolio analytics, scenario modeling, proposal generation, retirement planning, investment research, and marketing resources into one streamlined platform—each available à la carte or bundled—with firm-wide oversight via its Command Center
Wealth.com
Wealth.com is the industry’s premier, advisor‑led estate planning platform — that empowers financial professionals to serve clients across the full wealth spectrum, from mass affluent to ultra‑high‑net‑worth. Its unified platform combines AI‑driven tools like Ester® (for rapid extraction, summarization, and visualization of estate documents), instant generation of attorney‑grade legal documents, scenario modeling, dynamic flow charts, and secure client portals—all seamlessly integrated with major financial systems. Recognized as the top estate planning solution by advisors in surveys and award panels, Wealth.com is modernizing legacy planning while helping firms deepen client trust, scale their value‑add, and streamline workflows.
Holistiplan
Holistiplan is an award-winning, all-in-one financial planning platform built by CFP® professionals to help advisors and CPAs deliver richer, faster value through integrated tax, insurance, and estate planning. Its AI-powered OCR engine analyzes clients' tax returns in under a minute, generating detailed scenario analyses and tax reports that uncover planning opportunities like Roth conversions or charitable giving.
Holistiplan’s comprehensive estate planning module features visual Estate Reports, interactive Asset Diagrams, and Beneficiary Reviews, enabling advisors to keep wills, trusts, and non-probate assets aligned with client goals—supported by real-time updates and scalable
Marketing, Branding & BizDev
ProudMouth
Best know as THE PODCAST KINGS in the industry, Kirk Lowe and Matt Halloran founded ProudMouth in 2017. They decided to collaborate after initially meeting as guest speakers at a small conference in 2015.
Their collaboration ended up solving one of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy.
They are THE go to in the space…and are really great dudes!
Three Crowns
Grow and scale your firm by partnering with a full-service marketing agency delivering digital marketing for financial advisors and Fintech.
We build emotion-based marketing campaigns meant to reach people, not robots. How do we do that? By listening to your audience and creating content that visually and conceptually makes them feel something about your brand.
Snappy Kraken
Snappy Kraken is an automated growth program exclusively for financial advisers. Everything we do is designed to help advisers adapt their natural relationship-building skills to the new digital world. Advisers who join get to automate their marketing and leverage Snappy Kraken’s “Cold to Gold” Relationship-Building Framework.
To learn more about Snappy Kraken visit snappykraken.com
Idea Decanter
Idea Decanter makes it incredibly simple to build authority and grow your practice with video.
Our unique combination of deep experience in commercial photography and broadcast journalism helps us approach your story in a whole different way.
ReferMe IQ
Tailored for financial advisors, this course will help you integrate Artificial Intelligence (AI) into your practice. We'll guide you through using AI to understand, attract, and engage your clients, offering personalized, standout services. Alongside best practices, we include top tool recommendations and practical prompts for AI integration. You’ll learn to blend innovation with your unique touch to not only meet but exceed client expectations. Transform your advisory approach with AI, fostering stronger client connections and driving your business with both intelligence and heart.
Bomb Bomb
Tailored for financial advisors, this course will help you integrate Artificial Intelligence (AI) into your practice. We'll guide you through using AI to understand, attract, and engage your clients, offering personalized, standout services. Alongside best practices, we include top tool recommendations and practical prompts for AI integration. You’ll learn to blend innovation with your unique touch to not only meet but exceed client expectations. Transform your advisory approach with AI, fostering stronger client connections and driving your business with both intelligence and heart.
Client Experience
Event Advisors
Event Advisors specializes in transforming routine financial services client and COI events into strategically driven, relationship-enhancing experiences rooted in their unique Return on the Moment™ (ROM) philosophy—focused on impact, engagement, and growth rather than traditional ROI metrics.
Founded by marketing and advisory veterans Angela York and Elyse Stoner — who bring a combined background of 30 years in marketing and 20 years in financial services — Event Advisors removes the logistical and creative stress of event planning, so advisors can foster deeper connections, elevate retention, and drive business growth through bespoke, memorable moments
Amplify Reviews
Amplify Reviews is a compliance-first review management platform purpose-built for financial advisors and heavily regulated firms. It offers a structured, low-risk way to collect and publish verified client testimonials—aligned with the SEC’s updated marketing rule—and is backed by nearly a decade of experience working with compliance-driven organizations.
Through intelligently calibrated review requests, advisors can turn satisfied clients into promoters, boosting referrals and credibility. With configurable website widgets that display reviews on your site, Amplify Reviews helps enhance SEO, reinforce trust, and differentiate your digital presence in a competitive marketplace
CRM & Client Management
RedTail
Tailored for financial advisors, this course will help you integrate Artificial Intelligence (AI) into your practice. We'll guide you through using AI to understand, attract, and engage your clients, offering personalized, standout services. Alongside best practices, we include top tool recommendations and practical prompts for AI integration. You’ll learn to blend innovation with your unique touch to not only meet but exceed client expectations. Transform your advisory approach with AI, fostering stronger client connections and driving your business with both intelligence and heart.
Wealthbox
Tailored for financial advisors, this course will help you integrate Artificial Intelligence (AI) into your practice. We'll guide you through using AI to understand, attract, and engage your clients, offering personalized, standout services. Alongside best practices, we include top tool recommendations and practical prompts for AI integration. You’ll learn to blend innovation with your unique touch to not only meet but exceed client expectations. Transform your advisory approach with AI, fostering stronger client connections and driving your business with both intelligence and heart.