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power up your progress
Tool Kits
Equip your firm with time-saving tools
Ready to focus on what fuels you instead of frustrating operational burdens? Emerald Members can fast-track success with Tool Kits designed to take the stress out of back-office setup and operations.
With streamlined systems, smart strategies, and simplified tech tools put in place for you, you'll free up time and get to your goal line faster!
Save 3%
ACH
Credit Card
Essential Kit
$3,322
$3,425
Why walk when you can run? Get to the good stuff faster with the essentials!
RIA Registration
Books Set Up & Quickbooks Discount
Exclusive Swag
Power Kit
Most Popular
$9,732
$10,033
Set yourself up for success faster with the power to focus more on your clients from day one.
Standard Compliance Foundations
Books Set Up & Quickbooks Discount
Marketing / Branding Group Coaching Intensive
Exclusive Swag
Platinum Kit
$14,607
$15,059
Looking for the most support right away? Focus on what you do best and let us do the rest.
Enhanced Compliance Foundations
Books Set Up & Quickbooks Discount
Marketing / Branding Group Coaching Intensive
Two 1-on-1 Coaching Calls
Exclusive Swag
