Why Bitsy in 90 seconds
Why Bitsy in 90 seconds
for financial advisors
stop wasting 2+ hours with every new client
Bitsy: a simple system you can use today that will save weeks of time, woo clients & protect $10,000s+ in waste every year. Watch above to learn how.
GO 30X FASTER
It’s simple really. You go from prospect to client in 4 minutes, rather than wasting 120+ minutes everytime you’re hired.
★★★★★
Before Bitsy we opened new accounts manually, which could take anywhere from one to three hours. Now we are able to acquire new clients in a matter of minutes! It just works. Highly recommend.
Doug Mentzer, CFS, CIS, IAR
President, The Mentzer Group
★★★★★
I’m familiar with many technologies available to advisors and I think Bitsy is by far one of, if not the best for practice efficiency and enrollment compliance.
This system makes it easy to engage clients very quickly and without errors, which means advisors gain extra hours if not weeks every year, just by using Bitsy. Highly recommend!
Leila Shaver, J.D.
President, My RIA Lawyer
★★★★★
Before Bitsy we opened new accounts manually, which could take anywhere from one to three hours. Now we are able to acquire new clients in a matter of minutes! It just works. Highly recommend.
Doug Mentzer, CFS, CIS, IAR
President, The Mentzer Group
★★★★★
Before Bitsy we opened new accounts manually, which could take anywhere from one to three hours. Now we are able to acquire new clients in a matter of minutes! It just works. Highly recommend.
Doug Mentzer, CFS, CIS, IAR
President, The Mentzer Group
★★★★★
I’m familiar with many technologies available to advisors and I think Bitsy is by far one of, if not the best for practice efficiency and enrollment compliance.
This system makes it easy to engage clients very quickly and without errors, which means advisors gain extra hours if not weeks every year, just by using Bitsy. Highly recommend!
Leila Shaver, J.D.
President, My RIA Lawyer
★★★★★
I’m familiar with many technologies available to advisors and I think Bitsy is by far one of, if not the best for practice efficiency and enrollment compliance.
This system makes it easy to engage clients very quickly and without errors, which means advisors gain extra hours if not weeks every year, just by using Bitsy. Highly recommend!
Leila Shaver, J.D.
President, My RIA Lawyer
no training required
ONBOARD IN 4 MINUTES
You and your team get a simple, yet effective onboarding system that saves you days, if not weeks of time every year.
Results guaranteed.
ONBOARD IN 4 MINUTES
You get a simple, yet effective onboarding system that takes you as fast as possible
Results guaranteed
Who is Bitsy for?
You’re a financial advisor or leading an advisory team with at least $100k ARR who wants to 10x at a minimum and get to $1-10M ARR, but you can’t add to your pipeline, due to backlog in the existing pipeline and you are feeling extremely frustrated – you know your process works, but it’s slow and could be so much faster. More speed would drive more revenue.
You could have more assets under management and be making so much more if things were just a little bit simpler.
Yet, you don’t know how to speed it up without sacrificing everything that needs your attention right now.
You would absolutely use a system that was ready made to increase your revenue with minimal effort, that didn’t require a massive overhaul of your current process, just a few tweaks is all you want, so that you and your team can start gaining traction and accomplishing goals.
You need something that works today and gets the results you’re after quickly. You want to get what you pay for…no, you want a big return on what you pay for.
You’ve tried and failed, but it’s not your fault
You’ve tried other technologies and have been either severely disappointed or just moderately happy.
You’ve used or are using things like Docusign, Precise FP and/or Agreement Express but that’s piecemill at best. You’d be open to a system that could do everything for you, simply, effectively and without error, so you could focus on your most pofitable and desired tasks.
This is not your fault – the truth is that most technology companies mean well, but they weren’t built by advisors with real experience, who have been where you are, who have hustled, who know the parts of our business that suck.
According to IDC (International Data Corporation), businesses lose 20-30% of their profitability every year due to inefficiencies in their process.
This means that as a financial advisor, you can immediately increase your income by 20-30% if you just fix the inefficiencies.
If you don’t fix this issue soon, you’ll continue to live in the frustration of a semi-okay practice, that has it’s bright spots but isn’t consistently booming or where it could be if it ran with more efficiency.
Your competition isn’t resting
The industry is changing and clients are demanding tech-savvy, efficient advisors, who don’t waste time more and more each day.
The race against motivated, tech-efficient advisors/advisory teams is on. If you don’t act fast and claim market share, another advisor/advisory team will come and eat your lunch.
“The modern advisor – the ‘FlexGen advisor’ – that embraces technology outperforms your traditional wealth manager – growing their number of clients by 5% more than typical advisors, and their assets under management by 9-10% more.”
-Ed O’Brien, CEO eMoney
9-10% more AUM
5% more clients
Tech-savvy advisors hit these metrics every year
20-30% instant profit increase
Just by fixing your business inefficiencies
This happens immediately
with minimal effort and
a few minor tweaks
This happens immediately
with minimal effort and
a few minor tweaks
Here’s the truth
You can build your advisory practice to $5M – $10M ARR and beyond within 5 years if you use the right technologies, paid traffic and automated funnels.
However, most advisors are not equipped with the skills to do this since the technologies used are relatively new.
We are the only company dedicated to solving this particular problem for advisors/advisory teams.
Partnerships
Before we get into the steps and how-tos, here is a quick background on our company, for credibility reasons.
We were founded in 2018. Our partners have track records for building succesful ventures. We have the attention of and partnerships with Salesforce, Wealthbox, TD Ameritrade, Redtail & Riskalyze.
Partnerships
Before we get into the steps and how-tos, here is a quick background on our company, for credibility reasons.
We were founded in 2018. Our partners have track records for building succesful ventures. We have the attention of and partnerships with Salesforce, Wealthbox, TD Ameritrade, Redtail & Riskalyze.
More on
the way!
Partnerships
Before we get into the steps and how-tos, here is a quick background on our company, for credibility reasons.
We were founded in 2018. Our partners have track records for building succesful ventures. We have the attention of and agreements with Salesforce, Wealthbox, TD Ameritrade, Redtail & Riskalyze.
B. Forrest Tuten
Quickly get to know me & why Bitsy
For those of you who don’t know me, my name is Forrest Tuten and in January of 2018, I was building a system to rapidly increase the success of our business.
I looked everywhere for technology that removed the most frustrating parts of our business, so that I could focus only on the most profitable, but I found nothing other than a few solutions that didn’t even come close to what was needed.
I decided to take matters into my own hands and built a series of iterations to engage leads/prospects and turn them into clients faster, without making mistakes all while increasing compliance.
My strategy worked so well, that it tripled our book in under 3 months and not just with one whale account, but with many.
Many in Knoxville started asking me what I did and how I did it.
So we decided to offer it to other advisors just like you and now we’re optimizing new firms each and every week.
Why efficiency matters
Why efficiency matters
The reason most businesses lose 20-30% in annual profitability is not because practicioners don’t know how to advise, but because they operate on a system that is overly complex.
Work hard, “the old way” that you’ve always done without efficiency
Work less “the new way” that you get with us: from efficiency
Both achieve the same result in the end
Don’t work harder for the same result
Take a look below, it’ll look familiar because it’s almost every financial advisor’s current process for client acquisition.
See the problem?
It’s a mess!
It’s too complicated and time consuming. You’re looking at 2, 3, 5+ or more hours to acquire a new client and a lot of headache and excessive touchpoints along the way.
BUT, there’s a simple fix…
This is why Henry Ford was so successful. Because he took a process: “building a car” and made it wildly simple by creating an ‘assembly line’.
Going from 12+ hours to build a working car down to 2 ½.
What’s keeping you from doing the same?
“On December 1, 1913, Henry Ford installs the first moving assembly line for the mass production of an entire automobile. His innovation reduced the time it took to build a car from more than 12 hours to two hours and 30 minutes.”
-History.com
“On December 1, 1913, Henry Ford installs the first moving assembly line for the mass production of an entire automobile. His innovation reduced the time it took to build a car from more than 12 hours to two hours and 30 minutes.”
-History.com
Hulton archive/Getty Images
With Bitsy, you can go from hours to acquire new clients down to minutes, just use our ‘assembly line’ process.
Here’s your solution
You can easily 30x your productivity, client acquisition speed, increase client capture, AUM and revenue, year in and year out using this “assembly line” process depicted below.
This is your new funnel that takes client acquisition from hours down to minutes, without error & fully compliant:
BONUS: the prospect will do most of the work for you.
Very simple, very direct.
You’ll love how easy it is to implement into your practice.
But you’ll love how much you gain from it even more.
Simplicity is the key
You only need a few easy-to-use, easy-to-implement tools that will immediately simplify your process today
You don’t need much technology experience or coding knowledge to master such tools and this system
You may be wondering how long building this into your practice would be: it only takes a few minutes
You may be wondering how much it would cost: a lot less than you might think
“Simplicity is the ultimate sophistication”
-Leonardo da Vinci
Speed is critical
Use less tools that work 10x better.
A formula 1 car is built for one purpose: use only what’s needed to go as fast as possible.
…you must do the same…
Speed is critical
Use less tools that work 10x better.
A formula 1 car is built for one purpose: use only what’s needed to go as fast as possible.
…you must do the same…
Use only what you need
It saves you time
Simplifies your life
Reduces your cost(s)
Makes you more money
You have a few options
Option 1:
You could hire a tech guru to do all of this for you, but any wizard worth their salt already has a job and won’t want to talk to you.
Option 2:
You could hire another employee that only focuses on implementing similar efficiency into your practice, but that’ll cost you 4-7x more than Bitsy.
Option 3:
You could go to Docusign, PreciseFP, or Agreement Express to facilitate this but you’d have to piecemeal this solution as neither one of them completes all required tasks to 30x client acquisition speed in 1 step.
More importantly: Bitsy is similar in cost to these and yet accomplishes so much more.
You have a few options
Option 1:
You could hire a tech guru to do all of this for you, but any wizard worth their salt already has a job and won’t want to talk to you.
Option 2:
You could hire another employee that only focuses on implementing similar efficiency into your practice, but that’ll cost you 4-7x more than Bitsy.
Option 3:
You could go to Docusign, PreciseFP, or Agreement Express to facilitate this but you’d have to piecemeal this solution as neither one of them completes all required tasks to 30x client acquisition speed in 1 step.
More importantly: Bitsy is similar in cost to these and yet accomplishes so much more.
Or you can work with Bitsy and get the system built, implemented & delivering results in less than a month for 1/10th the price, for 1/10th the effort.
Or you can work with Bitsy and get the system built, implemented & delivering results in less than a month for 1/10th the price, for 1/10th the effort.
Who is Bitsy for again?
Again, this is for financial advisors/advisory teams who are trying to scale to $1M – $10M ARR, but are struggling to bring on more assets, more clients and increase revenue because their process and pipeline are inconsistent and/or backed up.
This is for you
If you don’t have time to research every technology offering and determine the best fit for you, this is for you
If you don’t have the energy or desire to wrestle through implementing an overhaul of your system, this is for you
If you can’t stand wasting time, money and/or making mistakes at any level in your organization, this is for you
If you know you could acquire more clients faster, but can’t figure out why it isn’t happening already or how to fix it, this is for you
If you want more revenue, more time and more freedom, without all the effort it takes to get there, this is for you
If you just want something that works, works immediately and quickly gets you results, this is for you
Fast successes
Mentzer Group Testimony:
Before: New clients in 1-3 hours
After: “a matter of minutes”
Brittany Wealth Testimony:
Before: Slow, clunky process
After: “tripled our book in under 3 months”
Benefits & Outcomes
Here’s what is going to happen when you work with us:
You will be able to generate leads and acquire new clients at a rate that you have never seen before.
You will remove inefficiencies and immediately increase annual revenue by 20% – 30%.
You will gain 5% more clients and 10% more AUM every year, like clockwork, with minimal effort.
You can finally get rid of tools that moderately please and/or severely disappoint.
You can forget about not hitting your quarterly numbers and explaining your failures to investors.
You will feel empowered, confident, and motivated.
You will have more time, more money & more freedom.
Want to see an
insider’s view?
Before, when you wanted to engage new clients, you would have to piece together multiple, mediocre solutions.
But now, you can use this simple, yet significantly powerful system to acquire clients in minutes without error and fully compliant.
Watch the video >>>
Competitive advantage
Now, if you wanted to get this job done before using:
Tech guru: $80k – $100k/year
Dedicated employee: $40k – $50k/year
A combination of software(s) and labor: $15k – $20k/year for the average sized firm
We are only a fraction of the cost and offer significantly more insofar as simplification and speed against the three alternative options above.
What you get
Our system to 30x client acquisition speed
Our tools to rapidly implement this solution into your practice, without headache or stress
Our help setting up and connecting other technologies you’ll need to pull this off
Our support to ensure you see results, and see them quickly
Discounts for referring new members, they’ll get discounts too!
All you have to do is click below!
Take action now
Because we’re a hybrid SaaS, we don’t just take your money and require you to figure it out
Docusign, Precise FP & Agreement Express would be more than happy to take your money, give you less than half of our offering and significantly less support
Not us
We work beside you to ensure you succeed, and succeed quickly with minimal effort and zero headaches. Because of this:
We only bring on a few firms each month, so make sure you talk to us now!
Guarantee
Your satisfaction is our highest priority
60 day guarantee. If you can prove that Bitsy is not saving you time, you qualify for a full refund.
Guarantee
Your satisfaction is our highest priority
60 day guarantee. If you can prove that Bitsy is not saving you time, you qualify for a full refund.
Summary
Here’s what is going to happen when you work with us and if you execute on the system we’ve built:
Immediate increase in efficiency, which will lead to a possible 30% bump in annual revenue
The ability to gain 5% more clients and 10% more AUM every year, like clockwork, with minimal effort.
You can finally get rid of tools that moderately please and/or severely disappoint.
You will have more time, more money & more freedom.
FAQs
Client Security?
Our #1 priority. Our security provider is trusted by some of the worlds brightest companies like Lyft, Venmo, Trivago & Citrix to name a few.
what is bitsy exactly?
It’s simple really. You are required to do a list of activities when enrolling new clients. This process usually takes at least 30 minutes to complete everything compliantly, if not longer. Our system just optimizes this process for you, getting it done in about 5 minutes. Giving you and your team time and freedom to focus on more profitable activities, more leisure, etc.
Long Term Contracts?
Nope. Not officially, if you commit to a year (discount), if you refer friends, we give you even more discounts.
60 Day Guarantee?
Results based. If you can prove that Bitsy has not sped up your client enrollment speed, you qualify for a full refund less any customization costs.
Does this work outside of USA?
It depends. If you give us all that is required under your country’s law(s), then it’s likely we can help you.
How do I convince my boss to use Bitsy?
Ask them how long it really takes to fully enroll new clients, start to finish. Then ask how interesting full enrollment in less than 10 minutes would be. If that’s not interesting enough to at least start a conversation with us, don’t waste your energy selling it.
How do I know Bitsy is legit?
We stand by what we’ve built and everything you need to know about us is public. We also wouldn’t have established integration partnerships with Salesforce, Redtail, TDA, Wealthbox, and/or Riskalyze unless we were credible.
Who can access client information?
We do not have access to your client’s information unless we have express permission AND phone authorization from an authorized person within your firm. We only access client information for the purpose of deleting such client, after it is legally okay to do so, and/or fixing bugs within our system. You will be notified via email and/or while on the phone as to when we are accessing such information and when we are done.
Proof of document/disclosure delivery to client(s)?
Firm admin & client receive an email immediately after enrollment completion, with copies of executed contract, disclosures & any other compliance document(s) offered/required by your firm. Timestamp of contract execution and disclosure delivery held within your dashboard, under your clients tab.
Refunds?
We guarantee the quality of our product. If you don’t get results within 60 days, Bitsy is free. We do reserve the right to deny serial refunders: those who come and go.
How long does setup take?
Minutes if you use our default setup. A few hours if you customize.
Changes to Terms of Service?
We notify in writing 30 days prior. See Terms of Service.
How do you charge?
Per advisor, though staff assisting such advisor(s) also have access to the system free of charge.
Client Information and Record Retention Requirements?
Our compliance staff keeps us up to date on such requirements, and removal can only happen upon request to our support staff so that users can not remove manually. If advisor users request removal, we ask them if they are complying with required record retention periods before proceeding with removal. If they are not in compliance we reserve the right to deny their request unless there is a legally accepted circumstance that would allow such removal.
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COMPANY
About Bitsy
Leadership
Values
Careers
Contact
FAQs
LEGAL
Privacy Policy
Terms of Service
Security
Fee Arrangement
Copyright
Coverage
Guarantee
Compliance
RESOURCES
Training
Case Studies
Integrations
Blog
White Papers
Support
SOLUTIONS
AutoEnroll
Speedy KYC
401(k) Contract
PMQ
Custom Work
© 2020 BA Platform Holdings, LLC. All Rights Reserved.
© 2020 BA Platform Holdings, LLC. All Rights Reserved.