You already have the trust. As a certified Persynl Service Advisor, you help families organize their entire life in Persynl and deepen every relationship you have.
Apply to become a Persynl Service AdvisorThe training is short, and your clients always own and control their own data.
Persynl complements your practice. It is the organizational layer for a family's whole life, not legal or financial advice, so it deepens what you already do.
Helping a family get their whole life in order earns more loyalty than another performance review. You become the person they call first.
When the record is clear, the heirs know you too. The next generation becomes your next clients.
When a client grants it, you can see some or all of their Persynl record, so your advice starts from the full picture, not a partial one.
You're paid a fair, recurring share for the work you do, and it's always disclosed to your clients. Your interest and theirs point the same way.
Offer something most of your peers don't: a living, organized system of record for the whole family.
Your clients own their data in a SOC 2-compliant vault. It is never sold and never used to train AI. They control exactly what you see.
Get certified, onboard your clients your way, and stay the advisor they rely on.
A short training program certifies you as a Persynl Service Advisor.
In a guided session, you help them bring their life into Persynl. You set your own onboarding fee; we'll recommend a schedule.
Your clients keep their Persynl subscription, and their whole life stays current.
You remain the person who helps them use it, review it, and keep it current, for as long as they're your client.
With each client's permission, you get access to some or all of their record, so you can keep serving them between sessions.
Apply to join the program and start bringing your clients' whole life into focus.
Apply nowWe'll follow up with the training details and everything you need to get started.
