Solution introduction

Get the gift of time with Cruise Control. We'll take you into the modern age of marketing, getting you more leads and clients with less work

Answer the question, “what have you done for me lately?” with confidence. Create more value for your high performers who are restless and looking to you to offer more benefits

Best for advisors that want more clients without the additional marketing effort.

For advisors
Cash flow mapping

This easy-to-use software simplifies your processes, qualifies prospects quickly, and creates efficiencies.

Personalized onboarding
Sit back and relax, let us do the heavy lifting. Personalized onboarding will ensure you're set up for a simpler, more scalable process.

1-on-1 on-going support
Every racer has their pit crew. Think of us as yours. We're always here to answer questions, assist you with the software, and get you back on your way to results.

Marketing implementation
Kick up your feet and have some "me time" for once. Leave the hustlin' and the lead generation to us.

1-on-1 coaching
Receive expert coaching for both software and marketing strategies to maximize outcomes. We'll start weekly and then move to monthly.

Community mentors
Would you credit your success to a really great mentor? Now imagine a stadium full of them, each offering their support, unique experience, and valuable knowlege to assist you on your journey to new heights. Want in on that? We'll happily vouch for you.

For teams
Cash flow mapping

This easy-to-use financial planning software will delight your high-performers by simplifying their processes, quickly qualifying prospects, and creating efficiencies.

Personalized onboarding
Don't worry, we've got this. Let us to the heavy lifting. Personalized onboarding for your advisors ensures they're set up for a simpler, more scalable process.

1-on-1 on-going support
When your high-performers are happy, you're happy. We get it and are here to make sure it stays that way.

Marketing implementation
Let our experts take your business information, brand assets, and best practices and apply them to your advisors' personalized sales funnel.

1-on-1 coaching
To maximize the value for your advisors, lean on our experienced software and marketing coaches to accelerate growth.

Community mentors
Would you credit your success to a really great mentor? Now imagine a stadium full of them, each offering their support, unique experience, and valuable knowlege to assist your advisors on their journey to new heights.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.