GraceFO · Advisor Program
The conversations your clients need —
now there's a method to start them well.
Succession conversations with high-net-worth families are the most important ones — and the hardest to open well. AdvisorFO means you already know what a family truly needs to address before the first meeting.
Invitation-based · Approved applications get immediate access · Currently open to financial advisors in Taiwan
Situations you might recognize
Clients have succession needs, but you're not sure how to open the conversation?
The three-axis assessment does the first step for you. The client fills it in, and before the meeting you already see their business, wealth, and values axes. No need to start from zero.
Clients nod when you mention insurance or trusts, but nothing real is being discussed?
When a client's biggest gap (business/wealth/values) is visible, the tools finally make sense. AdvisorFO lets you start from the problem, not the product.
Every client is different — hard to have one consistent approach?
AI generates a tailored opening, a key question, a risk reframe, and a close — based on each client's specific three-axis results. You're still you, but every meeting starts better.
How AdvisorFO supports you
01
Pre-call prep: AI-generated conversation guide
Based on the client's three-axis results, the system generates an opening approach, the one most important question, a risk reframe, and a close — customized by which axis (business/wealth/values) shows the biggest gap.
02
Case management: all your families in one place
Each client family's assessment status, invite progress, payment records, and follow-up actions — all in one dashboard. No manual tracking.
03
PDF output: something to leave with the client
A one-page three-axis structure summary PDF, with your name on it. Clients take something home. Your professionalism leaves a record.
04
Client depth: your access grows with the families you bring
When a client completes a paid assessment through your invitation, your monthly usage capacity automatically extends. The more prepared families you bring in, the more depth you can offer each one.
Pricing
Currently invitation-based. Once approved, monthly billing with no lock-in period.
Starter
NT$2,500/month
For advisors getting started
Up to 10 cases per month
AI pre-call conversation guide
Case management dashboard
Client depth tracking
Most chosen
Professional
NT$4,500/month
For advisors using it as a primary tool
Unlimited cases
AI pre-call conversation guide
One-page PDF report generation
Case management dashboard
Client depth tracking
Priority support
Why partner with GraceFO?
You're bringing a methodology, not just a tool
The three-axis framework has been tested across Taiwan family cases. What your clients experience is a quality of attention they haven't had before — and that experience is connected to your name.
You don't need to change how you work
AdvisorFO is your preparation tool, not your sales script. You still talk to clients your way — you just start every meeting with a clearer map.
Every engagement builds your edge
Every family you serve makes the system's judgment sharper. Over time, your client portfolio builds its own insight, and your recommendations get more precise.
FAQ
Do clients need to complete the GraceFO assessment first?
Yes. AdvisorFO is built on three-axis assessment results. You invite the client to complete the free assessment (15 minutes), then use AdvisorFO to prepare for the meeting.
Can I present this under my own brand?
PDFs are currently branded as GraceFO with your name noted as the accompanying advisor. A white-label version is planned — the current version uses the standard GraceFO branding.
How long does the application review take?
Usually 3–5 business days. We're looking at whether your client profile aligns with our positioning — high-net-worth families with succession planning needs.
If a client wants to purchase a deep read, what's the process?
Copy the client's invitation link from AdvisorFO and share it. When they complete payment through that link, the referral is automatically recorded and your monthly usage capacity extends accordingly.
Ready to bring a real method to your succession conversations?
Fill in the application form and tell us about the clients you serve. We'll be in touch within 3–5 business days.
Apply now →