30 minutes · Zoom or Windsor office
Nothing to prepare · No pitch · No pressure
Booking for two? One name here is perfect — after you pick a time, use “Add Guests” to include your spouse or partner so they get their own invitation.
Client Conversation
Up to 1 hour
Already a client?
Whenever something changes — or you simply want to connect — we’re here.
Perfect for
Planning updates
Life or business changes
Questions and guidance
New opportunities
Up to 1 hour · Zoom or Windsor office
Booking for two? One name here is perfect — after you pick a time, use “Add Guests” to include your spouse or partner so they get their own invitation.
For advisors
Choose the conversation that fits.
You keep the relationship. We do the advanced planning.
Introduction
30 min
New to Unified Advice?
Let’s get to know each other, and how we might serve your clients better.
During our conversation
Your practice and the clients you serve
How we support other advisors
Where we might work together
30 minutes · Zoom or Windsor office
No referral expected · No obligation
Bringing a colleague? After you pick a time, use “Add Guests” so they get their own invitation.
Collaboration
Up to 1 hour
Already working together?
An open door for whatever you’re working through.
Perfect for
Client cases
Advanced planning strategies
Second opinions
Questions and brainstorming
Up to 1 hour · Zoom or Windsor office
Send nothing ahead · If we need to review documents, we’ll send you a secure link
Bringing a colleague? After you pick a time, use “Add Guests” so they get their own invitation.
