“I’ve hit a plateau.”
The practice is sustaining, not growing. Outreach and events don’t turn into clients, and you can’t see where the week actually went.
DERRICK KINNEY×CONTIO
Your coach, in every visit.
Derrick Kinney’s coaching method, built into every client visit you run with Contio. His questions, his frameworks, his follow-up, in his exact words.
- Derrick’s coaching, built in
- No bot joins your visits
- Nothing is recorded
“The last thing you need is another notetaker. How about a tool that grows your business?”
You know you’re better than your numbers say.
Most advisors don’t have a knowledge problem. They have a consistency problem. The plan you heard at the keynote is gone by the third visit of the week.
“I can’t say what I do in a way that lands.”
Eyes glaze over at “I’m a financial advisor.” Every prospect visit starts from a slightly different script.
“It’s 6 PM and I haven’t looked at tomorrow.”
Visits get winged. Follow-ups slip. The referral ask waits until the end, when everyone’s tired.
If you want to make it rain, connect with pain.
Derrick Kinney Elite Advisor Coaching is now available for every client and prospect visit.
Sign UpDerrick’s exact method. Your real visits.
Tomorrow · 10:30 AM
ReadyInitial prospect visit
THE MILLION DOLLAR QUESTION“What would need to happen for this to feel like the right next step?”
8.4Visit score
YOUR COACHING FOCUSConnect with pain before you explain the plan.Based on your last 6 prospect visits
Derrick Kinney is the advisor to advisors, and the WSJ and USA Today bestselling author of Good Money Revolution. Now his method—the questions, the frameworks, the follow-up cadence, and the scorecard—is built into every client visit you run in Contio.
You can’t book a session with Derrick for every visit. You can put his method in every visit. That’s what this is: Derrick’s exact method, applied to your real prospects and clients, at a fraction of the cost of direct coaching.
“I’m not here to change your life. I’m here to give you the simple steps that lead to big results. There’s no theory allowed at all.”
Before, during, and after every visit.
One Contio plan with Derrick’s fingerprints on every visit. Not a separate app. Not a course you watch once.
- 01Before the visit
The Derrick Brief
Walk in with the X-ray, not a description of the symptoms. The Brief shows what’s on deck and how much of your time is going to your three highest dollar-productive activities, drawn from your real visit record. Then pick the matching visit template.
- 02During the visit
Templates in Derrick’s words
A running guide, not a script. The Million Dollar Question. “You Know How.” The referral ask placed mid-visit, where it works. Contio captures quietly in the background. No bot joins the call. In person, the Contio mobile app captures from your phone.
- 03After the visit
Coaching notes and the follow-up
What went well, missed openings, the prospect’s own language, and next steps, in Derrick’s method. The follow-up email is drafted in his voice before you leave the parking lot. You review it and send.
- 04Over time
The Advisor Scorecard
A 1 to 10 on your three dollar-productive activities, fee progression, prospect-to-client conversion, and referral quality. Every visit is a rep. Every rep gets feedback.
Derrick Kinney Elite Advisor Coaching.
Everything in MeetingOS Elite, plus Derrick’s toolkit.
Visit templates
Initial Prospect Visit, Second Visit (“paint the canvas together”), Referral Conversations, and Quarterly and Annual Service Meetings. Derrick’s question methodology, word for word.
The Derrick Brief
A pre-visit snapshot that replaces your memory. Leads with where your time actually goes, not where you think it goes.
Advisor Scorecard
Your three highest dollar-productive activities, set at the start and different for maintenance mode and growth mode. Tracks fee progression, conversion, and referral quality, not raw volume.
Post-visit coaching notes
Feedback after every visit: what you did well, the openings you missed, the language worth noting, and the recommended next step.
Follow-up drafts
The follow-up email, drafted in Derrick’s voice. Built on Contio’s Next Steps. You review and send.
Scheduled Spontaneity
After visits with your top-20% clients, a reminder lands 3 to 4 weeks out with a short voicemail script tied to the last conversation. Thirty-five seconds of your time. Thirty days of mental ownership.
Coaching Review Packet
Optional. A summary of the visit, scorecard, coaching notes, and follow-up you can share with Derrick’s coaching team.
Plus everything in MeetingOS Elite: Daily Brief, Canvases, custom AI recap prompts, unlimited Next Steps, and compounding workspace intelligence that makes every visit sharper than the last.
A white-glove client experience.
No bot joins the room.
Nothing interrupts the relationship. Your client sees you, not a “Notetaker has joined.”
Zero audio recording.
Contio works silently in the background and never stores audio.
In person or on video.
Zoom, Teams, Google Meet, or across the table with the Contio mobile app.
Compliance-ready.
100% of AI processing in Contio’s private cloud. Your client data is never used to train AI models. SOC 2 Type II certified.
DERRICK KINNEYThe advisor to advisors.
Derrick Kinney built, scaled, and exited a Top 1% advisory firm. He’s the WSJ and USA Today bestselling author of Good Money Revolution, and a keynote speaker. Through Success for Advisors, he teaches advisors how to attract $3M to $10M clients with simpler, more consistent conversations.
His rule: simplicity leads to profitability.
Learn more about DerrickWHY DERRICK SAID YES
Derrick can’t sit in every advisor’s visit. His coaching can.
That’s why he partnered with Contio.
Read why we built an AI Derrick KinneyOne plan. One line on your invoice.
DERRICK KINNEY × CONTIO
Derrick Kinney Elite Advisor Coaching
$56per user / monthbilled annuallySave 25%
- Everything in MeetingOS Elite
- Derrick’s visit templates and prompts
- The Derrick Brief and Advisor Scorecard
- Post-visit coaching notes and follow-up drafts
- Scheduled Spontaneity reminders
- Coaching Review Packet
- Installs automatically with an in-app walkthrough
Cancel anytime.
Bring Derrick into every advisor visit.
Sign up now and get started in minutes.
CONTACT SALES
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Questions, answered.
Is this a separate app?
No. It’s one Contio plan—the full MeetingOS Elite plan—with Derrick’s toolkit built in. It lives in your regular Contio workspace in a dedicated Derrick Kinney section.
Does Derrick personally review my visits?
No. You get Derrick’s method and frameworks applied to every visit. The optional Coaching Review Packet lets you share a summary with his coaching team if you’re working with them directly.
Does a bot join my client calls?
Never. Contio works in the background on Zoom, Teams, and Google Meet, and nothing is recorded. It works great for in-person visits too — Use the Contio desktop or mobile app when you’re on the go.
Does it give investment advice?
No. It coaches communication and process: how you run the visit, how you follow up, and where your time goes.
What happens to my client data?
Your data lives in a secure Contio workspace, owned by your organization and protected from day one. All AI processing happens in Contio’s private cloud. Nothing is used to train AI models, and no audio is stored. Contio is SOC 2 Type II certified.
Can my whole firm use it?
Yes. It’s priced per user, so add the advisors who want the coaching and leave the rest on their current plan.
Every visit is a rep
Make every rep count.
Derrick’s method, in every visit you run. Sign up today.