Easy as one, two, three
Choose Your Plan
Annual: Up to 25% OFF
Monthly
Pinecone Preview
FREE
Get Free Access to Preview Courses and Resources Across All Pinecone Plans. No Credit Card Required. Sign Up Instantly for a Peek Behind the Curtain.
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Free Trial of Pinecone CRM
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Unlimited Access to Preview Content
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Example Video and eBook Content
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Preview Sample White Label Documents
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Preview Academy Learning Experience
Business Accelerator
$75/user/month
Save ~$300/year
Welcome to the Pinecone Ecosystem - get organized and save time with a powerful CRM + training, client lifecycle tracking, and business command center.
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Pinecone CRM
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Total Technology Toolkit CRM Training
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Designed to Organize Client Data & Streamline Business Optics
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Save & Succeed Partners
Business Professional
MOST POPULAR PLAN
$99/user/month
Save ~$375/year
Everything in Accelerator, plus our Sales and Para-Planning Training, massive library of 75+ white labeled document templates, lead magnets, and bonus marketing courses.
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Everything in Business Accelerator
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Sales Success Series
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Para-Planning Playbook
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White Labeled Lead Magnets
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Customizable Content Library
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BONUS: Digital Marketing Jump Start
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BONUS: Marketing Mastery Course
Business Empire
$199/user/month
Save ~$600/year
Everything in Professional, plus for those with high growth potential - our Website Wizard to host your new SEO optimized website, & our Business Building Blueprint.
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Everything in Business Professional
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CRM Data Migration Included
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Business Building Blueprint
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Customized Business Website Wizard
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Web Hosting
Pinecone Preview
FREE
Get Free Access to Preview Courses and Resources Across All Pinecone Plans. No Credit Card Required. Sign Up Instantly for a Peek Behind the Curtain.
-
Free Trial of Pinecone CRM
-
Unlimited Access to Preview Content
-
Example Video and eBook Content
-
Preview Sample White Label Documents
-
Preview Academy Learning Experience
Business Accelerator
$99/user/month
Welcome to the Pinecone Ecosystem - get organized and save time with a powerful CRM + training, client lifecycle tracking, and business command center.
-
Pinecone CRM
-
Total Technology Toolkit CRM Training
-
Designed to Organize Client Data & Streamline Business Optics
-
Save & Succeed Partners
Business Professional
MOST POPULAR PLAN
$129/user/month
Everything in Accelerator, plus our Sales and Para-Planning Training, massive library of 75+ white labeled document templates, lead magnets, and bonus marketing courses.
-
Everything in Business Accelerator
-
Sales Success Series
-
Para-Planning Playbook
-
White Labeled Lead Magnets
-
Customizable Content Library
-
BONUS: Digital Marketing Jump Start
-
BONUS: Marketing Mastery Course
Business Empire
$249/user/month
Everything in Professional, plus for those with high growth potential - our Website Wizard to host your new SEO optimized website, & our Business Building Blueprint.
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Everything in Business Professional
-
CRM Data Migration Included
-
Business Building Blueprint
-
Customized Business Website Wizard
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Web Hosting
All Pinecone Plans Require an Annual Commitment.*
Business Building Blueprint
ALSO Sold Separately
Many promise comprehensive solutions, but few deliver. Pinecone stands apart. We don’t just cover the basics; we delve into the depths of what makes a financial advisory firm truly exceptional. With our Business Building Blueprint, you're not just adopting a service; you're investing in a transformation.
Legal Entity Formation
Navigate the complexities of your organization's legal structure with Pinecone's step-by-step guidance. From incorporation to compliance, ensure your business is built on a solid legal foundation.
Brand Awareness
Build a memorable brand with Pinecone's strategic insights. Connect with your audience, establish trust, and create a lasting impression in your market.
Traditional Marketing Channels
Complement your digital marketing efforts with Pinecone's expertise in traditional marketing. Leverage print, broadcast, direct mail, and in-person events to create a comprehensive marketing mix.
Modern Digital Marketing
Embrace the future of client engagement with Pinecone's cutting-edge digital marketing strategies. Maximize your reach and ROI in the digital space with our tailored marketing solutions.
Client Acquisition
From Prospects to Profits: With Pinecone, you're not just acquiring clients, you're boosting your close ratio to over 75%, a leap from the 15% industry average and double the 30% top producer rate, and see your annual profits soar.
Plan Design
Become the advisor who sees the full picture with Pinecone's holistic plan design. Transcend outdated and captive AUM or annuity pigeonholes. Learn to construct financial plans that are as rational as they are comprehensive, and watch your competitive edge sharpen.
Client Service
Deliver exceptional service with Pinecone's client-first approach. Enhance satisfaction, foster loyalty, and drive growth through our comprehensive service methodologies.
Company Organization
Structure your team for success with Pinecone's organizational blueprints. Optimize workflows, clarify roles, and unleash the full potential of your workforce.
Hiring & Training Staff
Attract top talent and cultivate a skilled team with Pinecone's hiring and training resources. Build a foundation for excellence with our recruitment and development strategies.
Optimizing with Technology
Leap ahead with Pinecone's advanced tech tools. Streamline operations, automate processes, and gain invaluable insights to propel your business forward.
Organizational Growth & Scaling
Expand your business with confidence using Pinecone's growth strategies. Scale smartly and sustainably, while maintaining operational excellence and company culture.
Exit Strategy
Plan your future with Pinecone's strategic exit frameworks. Whether transitioning ownership or closing a chapter, move forward with a clear, profitable plan.
FAQ
You have questions. We have answers.
We've put together a list of the most common FAQs from current users.
How do I sign up?
As soon as you sign up for Pinecone, you will be automatically enrolled in our Academy. If for any reason you are unable to log into your account, please create a Support Case.
Who is Pinecone for?
Pinecone was built for any agent or advisor that wants to see meaningful, positive change within their business. Built by a team of independent advisors who were frustrated with the limitations of the industry, Pinecone is seeking to empower all agents and advisors - no matter their size, location, affiliation, or area of expertise.
Is Pinecone an FMO / IMO?
No, We are your Silent Partner in Success. You Pay a Subscription Fee for Access to our Resources, We DO NOT TAKE ANY OVERRIDES OR COMMISSIONS.
Can a Captive Agent/Advisor use Pinecone?
Yes! Pinecone at its heart is a suite of resources for successful development of an individual's practice. The tools, resources, and strategies offered can be applied regardless of independence or captivity.
Do I Have To Switch FMO/IMO to Access?
No, Pinecone believes in the democratization of information. These best practices have been made available so that any agent or advisor can adopt them with the absolute minimum amount of friction.
Any minimum production requirement?
Unlike an FMO, who only wants to work with you when you're successful already - Pinecone was built for agents and advisors at all stages of development. There are no minimums. The resources in Pinecone are made for businesses of any SIZE, from SINGLE advisors, or established teams.
Can I collaborate with other learners?
You can message and network with other learners participating in the Pinecone Community, and we encourage you to do so, so you can support one another during your learning process.
How can I choose my courses?
Pinecone's learning journey is structured so that you must complete each course in order before being enrolled in the next. Once you are progressing through the training, more will become available.
What Subscription Should I Pick? How Long Do Pinecone Subscriptions Last?
Pinecone offers a variety of subscription packages to fit the needs of you and your business. With options for Single Producers/Advisors, 3, and 9 person offices, Pinecone has options for almost all growing practice types. ALL PINECONE SUBSCRIPTIONS ARE ANNUAL COMMITMENTS. If you choose to discontinue your subscription to Pinecone, you will still be obligated to complete your annual term per our Terms of Service.
Can I cancel my Pinecone Subscription at any time?
Yes, but you'll still pay for the remainder of the subscription period that you signed up for. All monthly payment or annual payment subscriptions have a one year duration.
What If I Have More Than 9 Teammates Who Need Pinecone?
We Have Options Available for You! Please Contact Us for Bulk Orders of over 9 Teammates (Users).
How do I get support?
Does Pinecone Offer Wholesale Solutions?
Yes! If you are a representative of an FMO/IMO, RIA, Insurance Company, Banking Institution or Broker/Dealer and interested in Bulk Pricing, please contact us at sales@gopinecone.com.
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