The GrowthBrain™ Certified Advisor designation signals to clients that you operate at a different level — with live financial intelligence, automated briefings, and a practice built on data, not gut. Unlimited clients. Directory listing. Co-marketing. And a credential worth displaying.
Why It Matters
The GrowthBrain™ Certified Advisor designation is not a participation trophy. It means you've completed the curriculum, passed the assessment, and committed to delivering a higher standard of client intelligence. Clients notice the difference.
Earn the right to display the GrowthBrain™ Certified Advisor badge on your website, LinkedIn, and client-facing materials. A credential that signals you operate at a higher standard of client intelligence.
Get listed in the GrowthBrain™ Certified Advisor Directory — a searchable, public-facing directory that business owners use to find advisors who use the platform. Inbound leads, not cold outreach.
No per-client fees. No seat limits. Scale your practice to 50, 100, or 200 clients without your platform costs scaling with you. The economics of a large advisory practice finally make sense.
GrowthBrain™ actively promotes Certified Advisors to our business owner user base. When a business owner needs an advisor, we refer them to Certified Advisors first. Your next client might already be on the platform.
Access the complete GrowthBrain™ Advisor Certification curriculum — covering the platform's intelligence framework, how to deliver insights to clients, practice growth methodology, and how to use assessments for client acquisition.
A named account manager who knows your practice, your clients, and your goals. Not a support ticket queue — a real person who helps you get maximum value from the platform and grow your book of business.
Certified Advisors get priority support with a guaranteed 2-hour response time during business hours. When something is urgent for a client meeting, you get an answer fast.
A quarterly 1:1 strategy session with the GrowthBrain™ team to review your practice growth metrics, identify opportunities, and align on how to get more value from the platform.
Connect GrowthBrain™ to your existing CRM, practice management software, or custom workflows via API. Build the exact advisory experience your clients need.
The Process
Start with any Advisor plan (Single Client or Multi Client). Certification is available to active subscribers who have been on the platform for at least 30 days.
Work through the GrowthBrain™ Advisor Certification curriculum at your own pace. Covers the intelligence framework, client delivery methodology, and practice growth playbook. Typically 4–6 hours.
A 40-question assessment covering platform capabilities, client intelligence interpretation, and advisory best practices. Passing score is 80%. Retakes are unlimited.
A 60-minute onboarding call with your dedicated account manager to configure your firm settings, review your client base, and build your 90-day practice growth plan.
Upgrade to the $999/month Certified Advisor plan to unlock unlimited seats, the directory listing, co-marketing, and all certification benefits.
Plan Comparison
| Feature | Single Client $99/mo | Multi Client $499/mo | Certified Advisor $999/mo |
|---|---|---|---|
| Monthly price | $99/mo | $499/mo | $999/mo |
| Client seats | 1 | Up to 10 | Unlimited |
| Certified Advisor designation | — | — | ✓ |
| Advisor directory listing | — | — | ✓ |
| Co-marketing & referrals | — | — | ✓ |
| Dedicated account manager | — | — | ✓ |
| API access | — | — | ✓ |
| Support response time | Standard | Priority | < 2 hours |
| Quarterly strategy review | — | — | ✓ |
| Growth Engine (assessments, pipeline) | — | ✓ | ✓ |
| Command Center & Morning Brief | ✓ | ✓ | ✓ |
| Meeting prep automation | ✓ | ✓ | ✓ |
| White-label client reports | ✓ | ✓ | ✓ |
Or view all advisor pricing options, including the Founder's Circle lifetime offer.
The Advisor Founder's Circle gives you lifetime access to the full Certified Advisor plan — including all future features, unlimited client seats, the designation, and the directory listing. Pay once. Never pay again.
FAQ
Start with any Advisor plan and work toward certification — or contact us to learn more about the Advisor Founder's Circle before spots close April 30.