Tenbin for Financial Advisors — Turn Consultation Time into Products
Time Commerce platform for financial advisors. Portfolio reviews, retirement planning, and asset Q&A with Stripe checkout.
Portfolio reviews, retirement planning, asset Q&A. Manage free-to-paid conversion from one hub.
Average financial advisory session commands £80–£300/hour.
Advisors with automated booking see 40% more consultations per month.
The Pain
- Scheduling back-and-forth wastes billable hours.
- Free intro calls never convert to paid — no structured upsell path.
- Client confidentiality across multiple advisory relationships.
The Solution
- Paid booking pages with Stripe checkout — clients pay when they book.
- Hub page shows free intro alongside paid deep-dive for natural upsell.
- Free/Busy aggregation keeps client relationships private.
Menu Example
| Session | Price | Duration |
|---|---|---|
| Portfolio Review | £150 | 60 min |
| Retirement Planning | £250 | 90 min |
| Intro Call | Free | 15 min |
Monthly Revenue Simulation
8 sessions/week × £175 avg = £5,600/month.
FAQ
Can I separate different client types?
Yes. Create booking pages per client segment with different pricing.
How do international clients pay?
Stripe handles multi-currency checkout automatically.