How Do You Plan A Crowd?
Welcome to the game-changing planning solution that will help you scale your business to new heights!
Are you tired of struggling to keep up with your clients' demands and feeling like there aren't enough hours in the day? We hear you! That's why we've created a solution that will change the way you do business.
Introducing HapNav's group planning feature - the secret weapon that will take your business to the next level. Imagine being able to plan a whole room full of people, all at once. No more scheduling conflicts or never-ending back-and-forth emails. With HapNav, you can streamline your business and help more people achieve their financial goals.
Don't let the constraints of time hold you back from growing your business. Join HapNav today and see the difference our group planning feature can make for you and your clients.
Effortlessly Plan for Large Groups with HapNav - The Ultimate Event Planning SolutionGet Started
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Future-Proof Your Business Model
Are you ready to ride the wave of change in the financial planning industry? The landscape is evolving at lightning speed, and the future belongs to tech-savvy, self-directed clients who value flexibility and accessibility. Savvy planning firms know that face-to-face meetings are important, but they are no longer the only way to engage clients. It's time to empower your clients to take control of their finances with the right support, and HapNav is here to help.
Our innovative technology offers a unique solution that can be used both as a standalone system for end-users and as a planner's system. With HapNav, you can provide your clients with the tools they need to manage their finances, participate in group sessions, and receive one-to-one support as needed. It's a win-win situation that enables you to scale your business while delivering better outcomes for your clients.
The future of financial planning is all about embracing innovation and empowering your clients. By partnering with HapNav, you can stay ahead of the curve and position your firm as a leader in the industry. It's time to take your business to the next level with the help of cutting-edge tools that deliver real results.
Who Are We?
We are a network of generic financial planners who got together with a leading wealth tech provider to provide a financial planning tool that can be used to advise the mass public.
Join Our Network
You can find out more about us by visiting the Academy of Life Planning. You can find out more about our wealth tech partner by visiting Envizage. Why not sign up to our mailing list and join our tribe.