Advisor Training: How to Add DIY Clients to Your Practice - February 2025

In this training we explore adding DIY clients to your practice. We'll show you how to use the Adviice platform to promote DIY engagement whether it's for full DIY clients, mostly self-directed with an occasional call or just an active and productive waiting list.

We'll also talk about what we've learned serving DIY clients with Adviice and look at how this type of client might fit into your business model.

• 03:50 - How DIY Clients Fit in Your Practice
• 23:58 - Setting up the Backend
• 29:42 - Onboarding DIY Clients
• 38:20 - Supporting DIY Clients
• 44:36 - Business Models with DIY Clients