Your methodology shouldn’t live in ten spreadsheets and one advisor’s head.
SharePop gives partners one roster view, gives new advisors a working book and a confident voice on day one, and turns what your best people do into a playbook the firm owns.
- One fixed price for the whole firm
- Unlimited leads and clients per seat
- Every plan ships with its reasoning
Five ways a firm bleeds senior time. We closed all five.
A junior sits in front of a client without knowing what to say, so a partner sits in too
A baseline strategic plan for every client, generated from the numbers, with the reasoning written in plain language the junior can say out loud
New hires shadow for months because there is no other way to learn the methodology
They learn it by running it ~ fifteen tools, mock engagements, and a real result on screen the same week
Book building waits on the senior team’s referral network
Every seat gets unlimited leads and a white-labeled valuation link under the firm’s brand from day one
Three models, three spreadsheets, three answers to the same question
One glass-box methodology on every seat, one branded report, one set of numbers the partners can open
Your best advisor leaves and the playbook leaves with them
Objectives, sprint templates, and results logged to the firm library, not the person
Confident in week one, not quarter three.
A new hire’s real cost is confidence. They are not sure what they are looking at, so they are not sure what to say, so a senior sits in. SharePop hands every advisor a baseline strategic plan for each client ~ the drivers below median, the moves ranked by dollar lift, and the reasoning behind each one in plain language. A junior can explain multiple expansion, margin erosion, and sale readiness in their first client meeting because the explanation is on the screen in front of them.
Learn the methodology by running it.
The Studio is the training program. Fifteen tools walk an advisor through how value is actually lifted ~ pricing position, whitespace, referrals, labour, cashflow, lender readiness, risk ~ each with a dollar figure and the steps to capture it. Reps run mock engagements against each other before they touch a real file, then run the same tools on real clients with the same reasoning attached.
What a first-year advisor is holding before their first call.
- 1
A baseline strategic plan for every client
Generated from the numbers: drivers below median, moves ranked by dollar lift, reasoning in plain language.
- 2
Fifteen tools with the method built in
Each one shows what to look for, what it is worth, and the steps to capture it ~ the curriculum and the deliverable are the same thing.
- 3
Unlimited leads and a white-labeled link
Prospecting starts day one under the firm’s brand, so they build a book instead of waiting for referrals.
- 4
A real result, in real time
Every completed move re-runs the valuation. They see their own recommendation lift a real number in their first month.
How a junior becomes billable without borrowing a partner’s calendar.
- 1 · Week one
Runs the full check-up on a mock file
All fifteen tools, a baseline plan, and a valuation they can explain line by line. Mock engagements against another rep.
- 2 · Weeks two to four
Prospects under the firm’s brand
Unlimited leads with a dollar figure on each. Free-valuation link sent to owners in their patch. First real conversations with the reasoning on screen.
- 3 · Month two
Runs a real engagement end to end
One-link onboarding, baseline plan, sprints on the owner’s phone. Partner reviews the file in the roster, not in the room.
- 4 · Month three
Sees the number move
Completed moves re-run the valuation. The junior presents a lift they produced themselves, and the firm logs what worked to the library.
One methodology, every seat.
Rogue spreadsheets and custom models are a brand risk. Every advisor in the firm delivers the same glass-box math, the same sourced comps, the same branded report. Partners see portfolio value, gain since baseline, and who needs attention next, across every seat, on one screen.
Your firm’s IP compounds instead of walking out the door.
Custom objectives, sprint templates, and engagement structures are logged to the firm library. Over time you can see which plans produced the most lift, in which industries, run by which advisors ~ and package the winners for everyone else.
Every seat, every client, one screen.
Portfolio value across the firm, gain since baseline per client, and who needs attention next. Open any advisor’s file and see the same glass-box math you would have run yourself.
- Portfolio value and gain since baseline, per seat and firm-wide
- Which plans produced the most lift, in which industries, run by whom
- One branded report and one methodology, so review is a glance, not a rebuild
- Firm library of objectives and sprint templates that new hires inherit
One fixed monthly price for the whole firm.
Every seat, unlimited leads and clients per advisor, one roster, one methodology, one bill. Get the firm rate on a walkthrough.
Scale capacity, not headcount.
Give every advisor the confidence of your best one, and give your best one their calendar back.