# AdvisoryCircle Membership Platform for Wealth Advisors > A retirement conversation community with a question guide, an income gap workbook, a household organizer and a consented path to an advisor. Canonical page: https://launchautomation.ai/custom/membership-platform/advisorycircle # Make the retirement conversation a prepared one. AdvisoryCircle gives people a conversation guide, an income gap workbook and a household organizer, then a private way to ask your team for a conversation. Try the live demo. It opens with a guided tour. ## Sound familiar? - People do not know what to ask an advisor. - Income and spending are never side by side. - Records are scattered. - First meetings repeat the same concepts. - Investment and readiness questions create risk. When people arrive without questions or records, your first meeting becomes an orientation. The ones who feel unprepared often never book. And a tool that seems to predict returns or certify readiness creates risk for everyone. Education that stays in its lane protects clients and you. ## Your own retirement education home, with your name on it. Here is how the platform takes those problems on, and you can click through every screen in the live demo. Compare the broader options for [insurance and financial membership websites](https://launchautomation.ai/custom/membership-platform/insurance-financial). ### Free conversation guide Five questions return a short preparation plan and a list of questions for an advisor, before registering. ### Planning tools Seven tools cover the guide, an income gap workbook, a household organizer, a spending worksheet and more. ### Guided tracks Three reviewed tracks with nine lessons prepare people for the conversation. ### Talk with the team Members request a planning discovery conversation or an organization session and approve the exact words first. ### Service requests Your team sees each request with the member's own words and consent in one place. ### Content library Reviewed content is what members and the AI guide draw from. ## Want AdvisoryCircle under your brand? Tell us about your business and we will scope it. Every project gets its own custom quote. ## Not advice on a screen. A prepared conversation. ### Assumptions on screen Every workbook result shows its assumptions and uses only the numbers the member states. ### Education, not advice Nothing recommends an investment, predicts returns or says how much to withdraw. ### Records stay restricted Only completion is recorded here. Statements belong in the restricted portal. ### AI in its lane A guide answers from reviewed material, is labeled as AI, and never calculates a number. ### You own it Your brand, your domain, your member list. ### Quick to start We start from a working platform and shape it around your firm. ## Built to support your marketing. These are tools the platform gives you. How you use them is up to you. ### A free conversation guide as your lead magnet Visitors get a preparation plan and question list before they register. ### An income gap workbook A practical tool people return to as their plans change. ### A free Member tier People start free and move up to Plus for every tool and track. ### Live office hours Sessions on a calendar give you something to announce each week, with replays. ### Engagement views See who is learning and who has gone quiet. ### Consented conversation requests Members choose to ask, so meetings start with their questions in hand. This is education. It supports your marketing and does not replace it, and it never recommends investments, predicts returns or tells anyone whether they are ready to retire. Results depend on your audience and your effort. ## See it in action. Walk in as a visitor, then as a member, then as the owner, and click through every screen yourself. AdvisoryCircle is the member community in the [WealthOps](https://launchautomation.ai/ai-command-center/wealthops) complete set, next to the command center, the company website and ATLAS. ### See ten more screens ## Questions, answered. ### Do I need to be technical? No. We shape the platform around your brand and set it up with you. You run it from the owner workspace. ### Is this investment or retirement advice? No. It is education and planning tools. It does not recommend an investment, predict returns, say how much to withdraw or say whether anyone is ready to retire. ### Does it connect to WealthOps? It is designed to pair with [WealthOps](https://launchautomation.ai/ai-command-center/wealthops) as part of the complete set. The handoff in the standalone demo is simulated, and a live connection is scoped and tested. ### Can I try it first? Yes. The live demo is open to anyone. Use the Demo menu to switch between the public site, a member and the owner, or start the guided tour. ### How much does AdvisoryCircle cost? Every project is scoped and quoted, so this page shows no price. Request a custom quote or call (561) 287-3456. ## The other membership platforms. Twenty-seven more platforms for different niches. Find the closest fit, or tell us what you need. ## Ready to see AdvisoryCircle with your name on it? Get a custom quote, call us, or book a demo. We will show you the live platform and scope it around your business. The AdvisoryCircle demo uses an example company, Cresthaven Wealth Partners, whose community appears in the screens as FuturePath Circle, with fictional people, sample members and sample data. --- Launch Automation (WOLF 23 LLC) · 9792 Grand Verde Way Unit 508, Boca Raton, FL 33428 · (561) 287-3456 · team@launchautomation.ai Custom websites, browser-based business apps, AI command centers, membership platforms, CRM and automation.