eCommerce
Memberships
Chatbot
Online Courses
Bookings
Travel guide
Events
Content Creators
Pickup & Delivery
Newspaper
Radio
Schools
Faith
Organizations
Restaurant
Grocery
Custom apps
Employee Communication
NO CODE APP BUILDER
TECHNOLOGY
WHY GOODBARBER?
Design
PRODUCT RESOURCES
TOPICS
MOBILE APPS RESELLERS
DISCOVERCreate a financial advisor app
Financial advisor app: first meetings, a client-only quarterly letter and the annual review
Prospects book a first meeting at your office or by video and know which documents to bring; clients read your quarterly letter in a space closed to the public and book their review again every fall.
Your advisory practice gets its own app, on iPhone and Android phones as well as on the web, made without code: first meetings and annual reviews booked into each advisor's Google Calendar, a list of documents to prepare, and a quarterly letter only your clients can read.
Free 30-day trial - No credit card required
The first meeting, at your office or by video
An hour to get to know each other, booked in the app, without a single dollar amount to fill in
Prospects open the First meeting section and pick one of your one-hour slots. The form asks for their name, phone number, whether they'll come to the office or prefer video, and what brings them in, in a single line: planning for retirement, passing on assets, financing a home purchase. No field touches their income or savings: those figures come out during the hour, together. The confirmation email reaches them and you alike, answers included; for a video meeting, you then write to them with the link from your usual tool.
Documents to prepare before the first meeting
The latest tax return
It shows the household's income and who belongs to it; the previous one too, if the situation changed from one year to the next.
Savings and investment statements
The latest annual statement for each 401(k), IRA, brokerage account, annuity or savings account: what the household has already set aside, and where.
Loans and real estate
The amortization schedule for each loan and, for each property, the deed or a recent valuation, plus the year's rent if it's leased out.
For estate planning
A prenuptial agreement if there is one, gifts already made, an existing will or trust: whatever already shapes how the assets will pass on.
Nothing to send ahead
The list lives in the app, the documents stay with the prospect: they bring them to the office, or show them on screen during the video call.
Retirement with one advisor, estate planning with the other
Two partner advisors, each with their own sections and Google Calendar
In a two-advisor practice, you often split the topics: one handles retirement, the other gifts and estates. Prospects pick the section for the topic that brings them in, and land in the right advisor's calendar. Each advisor has two sections, first meeting and annual review, both tied to their own Google Calendar: a review booked with one closes that advisor's overlapping first-meeting slots and takes nothing away from the other. A seminar entered in Google Calendar from a phone also removes the hours it covers from the app.
From first meeting to annual review
Three moments in a relationship that lasts for years, and what the app does at each one.
The prospect books an hour
They read one of your articles, or a client mentioned you. They book the first meeting in the section for the topic that brings them in, read the list of documents to prepare and bring them along. By the end of the hour, you both know whether you'll work together.The client joins the Clients group
Once they become a client, they create an account in the app, and you add them to the Clients group from the back office. The quarterly letter section then appears in their menu, along with your market commentary. Each new letter is announced by a push notification sent to that group only.Every fall, the review
In September, you open the hours of the Annual review section, in 90-minute slots, and a scheduled notification lets the Clients group know. Each client picks a time before December in their own advisor's section. The app doesn't know who has already had their review: you call the stragglers yourself.
Financial advisor app: your questions
Can a prospect book their first meeting by video?
Yes. The booking form asks whether they'll come to the office or prefer video; once the confirmation comes in, you send them the link from your video conferencing tool, since the app doesn't create one. The time shown is your office's local time, with no time zone conversion: if you advise clients living abroad, put your time zone in the section's name.
What should I ask a prospect before the first meeting?
Only what you need: name, phone, email and what brings them in, in one sentence, such as "planning my retirement" or "helping my son buy a home." No income, no amounts, no account numbers: the answers travel in the confirmation emails and are copied into the event description in Google Calendar. This form is shared by every section of the app, so it also serves the annual review: its questions need to fit both meetings.
How do I keep the quarterly letter for my clients only?
With two extensions: Authentication, so each client has an account, and User groups, to create the Clients group. The letter's section is open to that group alone: prospects and visitors see your public articles, but not the letter. When a relationship ends, you take the person out of the Clients group in the back office, and the section drops out of their menu.
How do I open annual reviews only in the fall?
Create an Annual review section, 90 minutes per slot, linked to the Google Calendar your first meetings already use. Give it opening hours in early September and remove them at the end of December: the rest of the year, it offers no slots at all. A 60-day booking window keeps clients from booking too far ahead.
Can the app give my clients investment advice?
No. It gives no advice, on investments or on estates, and knows nothing about your clients' situations. The Chatbot, a paid option, answers users' questions from the articles published in the app, citing its sources; for a question about their own situation, clients book a meeting.
Can clients pay my fees in the app?
No. Your fees never pass through the app: no payment at booking, no deposit, no invoice. An article can, however, explain how you're paid and what a review costs, so the question doesn't come up at the end of the meeting.
Do I still need my financial planning software?
Yes. Each client's file, the tracking of their accounts and your projections stay there: the app doesn't connect to it and takes over none of its functions. It handles what goes on around it, meetings, the document list, the client letter and notifications, and bookings land in your Google Calendar.
Extension Store
Six extensions for a financial advisory practice. Three are options on the Premium plan, all part of the Pro plan: Appointment booking, Authentication for client accounts, User groups for the letter. The other three are free.
A well-prepared first meeting, a letter for your clients only, a review every fall
GoodBarber publishes your practice's app under its own name in both stores, with a web version: booking tied to each advisor's Google Calendar, a document list, a quarterly letter behind a client account, targeted notifications. The advice itself stays between you and your clients.