our offerings

Advisor Program Offering - Select Your Plan

We combine strategy, platform, network, and managed support to drive measurable results. Our programs are built on the 6 Pillars of Advisor Program Success Formula— a proven framework for building and optimizing high-performing advisor programs. Powered by the TrueLynk Platform, with a continuously expanding set of capabilities.

Truelynk Offering

Helping build, scale and optimize your advisor network.

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Fees & Rev Share	ACCESS	BASIC	GROWTH	PRO	ENTERPRISES
Platform & Services Fees (Monthly)	Get a Quote	Get a Quote	Get a Quote	Get a Quote	Get a Quote
Meeting Fees	Pay-Per-Meeting	Pay-Per-Meeting	Pay-Per-Meeting or Inclusive	Pay-Per-Meeting or Inclusive	Pay-Per-Meeting or Inclusive
Revenue Share / Success Fees	Yes	Yes	Yes	Yes	Yes
Services
Program Setup	ACCESS	BASIC	GROWTH	PRO	ENTERPRISES
Advisor Program Plan	Self-Service	✔ Basic	✔ Advanced	✔ Comprehensive	✔ White-Glove
Targeted Companies Setup	Self-Service	✔	✔	✔	✔
Program & Docs Setup	☐	☐	✔	✔	✔
Searching & Matching
Searching & Matching to Advisors	Self-Service	Self-Service	✔	✔	✔
Meetings Tracking & Support	Self-Service	Self-Service	✔	✔	✔
Advisor Recruiting
Add & Recruit Your Own Advisors	✔	✔	✔	✔	✔
Recruiting from Truelynk Network	Self-Service	Self-Service	✦	✔ Priority	✔ Priority + Accelerated
Custom Recruiting of Advisors	Add-On	Add-On	Add-On	✔ Included or Add-On	✔ Included or Add-On
Advisor OnBoarding & Activition
Advisor Onboarding	☐	☐	✔	✔	✔
Advisor Training & Knowledge	☐	☐	✔	✔	✔
Colaboration & Insights
Insights Sharing & Notifications	System Only	System Only	✦	✔	✔
Process & Copy Support	System Only	System Only	✦	✔	✔
Management & Optimization
Client Success Team	☐	☐	✔ Essentials	✔ Fully Managed	✔ White-Glove
Strategy Advising	☐	☐	✦ Some	✔	✔ Advanced
Category Support & Exclusivity	☐	☐	✦ Priority (Non-Exclusive)	✔ Strandard	✔ Negotiated
Result Tracking & Advisor Payments	✦	✦	✔	✔	✔ Custom Reporting

Legend:

✔ Full Support

✦ Limited Guidance

☐ Not Included

Self-Service = Client Manages via Platform