CoachVu
For Agents & Advisors

Grow your revenue with Digital Advisory.

Stop being capped by hours in the day. CoachVu lets you offer subscription-based video advisory to scale your business and grow revenue.

Launch your advisoryLog in

How Digital Advisory grows your business

Layer a recurring digital subscription on top of your existing advisory services.

Your Revenue today
Capped Revenue

Full-service representation. High-touch. Limited by your time.

Add revenue with CoachVu
+ $25K to Unlimited

Personalized video review and feedback on your time. Scales to hundreds of clients, recurring revenue.

Scale your client base

Serve 10x more clients with subscription video feedback instead of 1-on-1 calls.

Centralized client management

Every client gets their own account. You manage them all from one dashboard.

Personalized at scale

Telestrate, voice over, and send tailored reviews in a fraction of the time.

Recurring revenue

Subscription pricing turns one-off conversations into predictable annual income.

Without CoachVu vs. with CoachVu

Without CoachVu

  • Client roster capped by your calendar
  • Conversations are manual and high-touch
  • Hard to stay connected between meetings
  • No scalable digital product to offer

With CoachVu

  • Scale to hundreds of clients per advisor
  • Async video reviews replace endless calls
  • Clients stay engaged year-round
  • New Digital Advisory revenue stream

Launch your Digital Advisory in days, not months

Set up your agency on CoachVu, invite your clients, and start delivering video feedback at scale.

Get started