The Advisor's Daily Brief

Beta Program

Financial Intelligence That Matters

A small early-access group for independent advisors who want to help shape The Advisor's Daily Brief before it's released more broadly.

What you get
Early access to the platform

You'll use The Advisor's Daily Brief before everyone else, including new features that roll out to beta members first.

Personal setup

We'll plug in your carriers and product lines with you so the brief reflects your actual book of business from day one.

Real-world time savings

Turn an hour of skimming generic news into a few minutes of relevant updates — a daily newsletter, audio brief, and news dashboard built around your practice.

How it works
1
Initial 30-day sprint

Use the brief most weekdays and give feedback once per week — a short survey or a quick call, whichever is easier.

2
Ongoing participation

After 30 days, feedback gets lighter: a short survey every 4–6 weeks, plus optional live calls to preview upcoming features.

3
Keeping your spot

If you go a few months without using the product or responding to feedback requests, we may open the spot to another advisor.

Cost

No cost for the first 30 days. When the product releases publicly, beta members will have the option to continue on paid plans at the beta member rate of $290/year (or $29/month) for as long as they remain a part of the beta program.

The Advisor's Daily Brief

Beta Program Application

About 5–10 minutes. We review every application personally — your answers help us understand your practice and serve you better in the program. Required fields are marked with *.

Basic Info
9. States where you practice *
Channel & Setup
10. Which best describes you? *
11. How long have you been in the industry? *
12. Gender (optional)
Your Practice
13. Roughly how many carriers do you actively write with? *
15. Which product types are a meaningful part of your business? (select all that apply)
16. Types of clients you primarily serve (select all that apply)
Who you serve, typical cases, anything unique about how you work (2–3 sentences).
How You Work Today
19. How do you currently keep up with market, product, and regulatory news? (select all that apply)
What would make this a no-brainer to keep using after the beta?
Feedback Preferences
22. During the first 30 days, how do you prefer to give feedback?
Beta Program Commitment
23. Initial 30-day commitment — please check all three *
24. Ongoing participation — please check all three *
Anything Else

We review every application personally and will be in touch within a few days.