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Please see below for useful insights

video testimonials

Hear how other high-performers are getting results with Bitsy

From 3+ hours acquiring clients down to minutes

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Easy to implement concepts that will grow your book faster

extra $50,000 in 12 months or less

double your closing ratio with 4 words

immediately add $10,000+ in revenue

case studies

It’s easy to become a world-class advisor with Bitsy

Before Bitsy:  Slow manual process, 3+ hour new client enrollment

After Bitsy: 5 minutes to fully enroll new clients, with upgraded SEC level compliance.

Quote:  “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.”

Before Bitsy:  Slow manual process, 7+ hour sales cycle, 2 hour enrollment

After Bitsy: 90 minute sales cycle, 5 minutes to fully enroll new clients, with upgraded SEC level compliance.

Quote:  “We built Bitsy just for our firm initially, but then we quickly tripled our book in a few months just by using this process and had to share with our peers.”

Testimonial:  I’m familiar with many technologies available to advisors and I think Bitsy is by far the best for practice efficiency.  This system makes it easy to engage clients in minutes and without errors.  I highly recommend Bitsy to all my advisor clients!

whitepapers

Use these to effectively scale

quickly gain more genx-millennial clients

Many advisors are seeing the massive opportunity with GenX & Millennials.  Yet, it’s a difficult market to gain trust with because they are SO different from boomers.  Use this guide to build more trust and grow bigger in this marketplace, faster than you ever though possible.

save weeks of time 

You’ll love the results Bitsy delivers.

see why advisors love bitsy

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