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Support in every area of your business
Advisor Tier Structure
Starter
Up to $100K in production
70/30 Split
$300/yr
Build your foundation
Access to core training & tools
Community support
Operational Assistance
Premier
$100K-$499K in production
75/25 Split
$300/yr
Grow your business
Advanced training & resources
Priority support
Marketing & business guidance
Pro
$500K in production
80/20 Split
No Fee
Build your foundation
Access to core training & tools
Community support
Operational Assistance
Business-Building Tools for Maven Advisors
Maven advisors get practical tools to help them sell, support in marketing their business, and behind-the-scenes help with things like commission tracking and partner coordination.
Your back-end support is People
“Advisors should not have to figure out every trip detail alone. We’re here to help with the planning, research, and support that keep things moving.”
- Adriana Castilla, Leisure Desk
“Support is not just about answering questions. It’s about building the structure that helps advisors operate with more confidence and consistency.”
- Sona Mehta, Operations
“Marketing support should do more than make things look good. It should help advisors communicate their value, build visibility, and create momentum.”
- Kelly Chang, Marketing Specialist
“Testimonials provide a sense of what it's like to work with you or use your products. Change the text and add your own."
Alexa Young, CA
Maven Advisor
“Testimonials provide a sense of what it's like to work with you or use your products. Change the text and add your own."
Alexa Young, CA
Maven Advisor
“Testimonials provide a sense of what it's like to work with you or use your products. Change the text and add your own."
Alexa Young, CA
Maven Advisor
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