Equip Your Financial
Practice Today
Gain immediate access to all 13 interactive strategy applications, complete masterclass training, downloadable client guides, and priority advisor support — built by Merle Gilley for real advisor/client conversations.
What's Included With Membership
Everything you need for interactive, in-the-room client conversations.
All 13 Interactive Applications
Full access to the complete strategy suite for live client meetings.
Masterclass Training & PDF Guides
Per-calculator video walkthroughs and downloadable client guides.
Presentation Mode
Clean, distraction-free sharing during in-person and virtual meetings.
Direct Advisor Support
Priority ticket channel with Merle Gilley and the Strategy Lab team.
Ongoing Updates
Every future calculator release and content update is included.
Cancel Anytime
No long-term contract — keep access through your paid-through date.
Complete Advisor Membership Checkout
Secure recurring payment — hosted checkout. No card details are ever stored in this application.
Your advisor account is created automatically when your payment is confirmed — no separate registration needed. You'll set your password via the secure password-reset email and then log in to your portal. Prices are managed in the product catalog and processed through the platform's hosted checkout.
TriQuest & Partner Complimentary Access
If you qualify for complimentary partner access through TriQuest, contact Merle Gilley at merle@triquestusa.com to have your complimentary entitlement activated on your account.