Pricing
Start at $1,500.Credited back when you proceed.
Most firms start with the Review. Scope and a fixed price for the larger engagements are confirmed in writing after it, so nothing is open-ended.
For most firms, one appreciated-property client is a larger relationship than the entire engagement.
1. Start with the Review
Advisor Opportunity Review
$1,500
one time · 10 business days · may be credited toward your engagement
- Written findings
- Three priorities
- Working session
- Execution recommendation
- Fee may be credited toward an eligible engagement of at least $12,500 when work begins within 60 days
2. Build the capability
Advisor Enablement System
Starts at
$12,500
one-time implementation · fixed price, confirmed in writing
- Opportunity-recognition framework
- Advisor conversation system
- Plain-English strategy explanations
- Core client materials
- Advisor training
- Specialist-escalation workflow
3. Put it into market
Firm Rollout
Starts at
$25,000
one-time implementation · fixed price, confirmed in writing
- Firm positioning
- Property-owner client journey
- Advisor biographies
- Client and referral-partner materials
- Website design and development, where a firm needs it
- Launch support
4. Operate the workflow
Product Specialist OS
Implementation starts at
$25,000
implementation, then platform licensing when the firm environment goes live
- Workflow configuration and advisor testing
- Case, path and offering coverage
- Calculation rules and human confirmations
- Training and launch
- Ongoing platform licensing begins when the firm environment goes live
- License scoped by advisor count, workflow complexity and product coverage
AMP services are priced for the work required to build and implement the capability. Product Specialist OS licensing is priced for continued access, maintenance and operation of the capability. Firm Rollout and Product Specialist OS are separate implementation paths. They may be purchased independently or combined when appropriate. Neither is required to buy the other.
How the offers differ
Project work is not a software subscription.
Enablement System
The firm receives the strategy, language, advisor workflow, training and core materials needed to recognize and discuss real-estate wealth opportunities. Ongoing managed enablement is available by scope when AMP is providing recurring work. No monthly price is published until that scope is agreed.
Firm Rollout
AMP implements the enablement system across the firm’s market-facing presence, advisor biographies, referral-partner materials, client journey and website where appropriate. Completed website or positioning work does not automatically carry a subscription.
Product Specialist OS
AMP configures a working application that prepares client cases, calculations, paths, offering analysis and human-confirmation questions. Implementation starts at $25,000. Ongoing platform licensing begins when the firm environment goes live and is scoped according to advisor count, workflow complexity and product coverage.
How it works
Four steps.
01
Review
AMP looks at how the firm spots and explains real-estate wealth opportunities today.
02
Enable
AMP builds the language, workflow, training and materials advisors will actually use.
03
Roll out
Where the firm needs it, AMP carries the capability into biographies, client materials and the website.
04
Operate
Where the firm needs it, AMP configures Product Specialist OS so cases are prepared before a specialist steps in.
The Review fee may be credited toward an execution engagement of at least $12,500 when work begins within 60 days. AMP provides marketing and positioning services only, and is not a financial adviser, investment adviser, broker, attorney or accountant. Nothing it produces is investment, tax, legal or compliance advice, and all final materials are reviewed under the firm’s own policies and applicable regulatory requirements. Product Specialist OS prepares information and questions; advisors and qualified professionals make decisions.