Your Top Questions
Answered Clearly and Simply

You don’t. We handle the full domain connection for you, including DNS and verification. Just tell us the domain you want to use, and our Core 5 Success Team takes care of everything.

No. We build your entire Smart Website for you, and we even take the best parts of your current website and place them directly into your new Smart website. You don’t have to rewrite anything.

Your built-in prospect quiz engages visitors instantly, captures their contact information, reveals their financial readiness, and sends you a text alert the moment they complete it — so you can follow up quickly and compliantly.

Every text, email, prospect quiz submission, and chat interaction is automatically archived. If your firm uses a compliance platform, our Core 5 Success Team can easily provide your archived communications in the format they require.

Yes. You receive a 10DLC-compliant business line (local or toll-free), every month you get 1,000 total monthly SMS messages (outgoing and incoming combined), and 2,000 monthly email nurturing messages — all set up and configured for you.

No. Core 5 is all-in-one. Everything — texting, email, scheduling, Chatbot, reputation management, and your prospect quiz — is included and already connected for you. No third-party apps required.

Yes. Core 5 is designed to work alongside your existing CRM - not replace it.

Core 5 functions as the front-end growth and communications layer of your practice, handling prospect engagement, follow up, scheduling, website interactions, and compliance-ready communication - while your CRM continues to manage client records and back-office data.

You can continue using the CRM you already have. Core 5 simply enhances how prospects and clients engage with your firm, without making you to change systems or workflows.

You can continue working with them exactly as you do today.

OR

If you'd like, your Core 5 Success Team can import your existing prospects and clients so you can manage communication, scheduling, and engagement all in one place - all with compliance-ready archiving.

Some advisors start with new prospects only, while others bring over part or all of their contact list. Core 5 is flexible and designed to fit your practice, not put you into a new workflow.

Yes. Your chatbot comes configured with a complete knowledge base of your specific advisory firm, including most asked advisor FAQs. Our Core 5 Success Team can add more answers for you at any time.

Great — Our Core 5 Success Team will take the best parts of your current site (logo, photos, bio, services, compliance text) and put them directly into your new Smart Website.

Yes. You can request simple updates anytime, or upgrade to more advanced design options in the future. You’re never locked into one look.

Once your onboarding form is completed, our Core 5 Success Team handles the full entire setup; including your Smart Website, business line, compliance, texting capabilities, email capabilities, prospect quiz, chatbot, and scheduling — typically within 7–10 business days.

That's perfect — Core 5 was built specifically for advisors who don’t want to mess with technology.

Everything is done for you by our Core 5 Success Team including; your Smart website, business phone line, texting and email setup, appointment scheduling, chatbot assistant configured with a complete knowledge base of your specific advisory firm and includes most asked advisor FAQs, the prospect quiz, reputation management tools, and compliance-ready communication systems - all working together to keep you and your prospects and clients connected automatically.

When someone visits your site, takes the prospect quiz, sends a message, or books an appointment, Core 5 handles the communication behind the scenes - keeping conversations moving forward while making sure nothing slips through the cracks.

You don't need to install anything, connect tools, or learn new software. There's no technical setup, no integrations to manage, and no systems to figure out.

You simply log in and start communicating with prospects and clients - confidently, consistently, and compliantly - from day one.

No. For consistency, quality, and compliance reasons, Core 5 only works with the Smart Website we build for you. Every Core 5 website is created on our optimized platform so your prospect quiz, Chatbot, scheduling, texting, communication systems, and archiving all work together seamlessly.

Trying to install Core 5 on someone else’s website would lead to unpredictable performance, missed leads, broken automations, compliance issues, and ongoing maintenance problems. Our Smart Website solves all of that — fully built, fully integrated, and fully compliant. You don’t lift a finger, and nothing can break.

No, Core 5 is offered on a month-to-month basis, and you can cancel at any time.

There are no long term commitments or contracts what so ever. We believe the best relationships are built on trust, clarity and results - not obligations.

Our goal is to earn your confidence and continued engagement by delivering real results and real value every month.