For financial professionals
GET OUT OF THE HERD.
Your clients have a financial plan.
But do they have a plan for actually enjoying it?
You help clients build the wealth to live well in retirement.
Amigo helps you introduce the other half of that conversation: healthspan, longevity, and living well.
Differentiate your practice. Give people a reason to remember you. And explore a separate business opportunity in health and longevity.
WEALTHSPAN x HEALTHSPAN
WHAT GOOD IS THE MONEY IF YOU DON'T FEEL GOOD ENOUGH TO ENJOY IT?
Wealthspan
“Will my money last as long as I do?”
Healthspan
“Will I feel good enough to enjoy it?”
Your clients have spent decades building their financial future. Retirement isn't supposed to mean finally having the time and money to do everything they dreamed about — but no longer having the energy, mobility or confidence to do it.
PLAY WITH THE GRANDKIDS.
HIKE THROUGH EUROPE.
PLAY 18 HOLES.
FISH ALL DAY.
TRAVEL.
LIVE.
You already help people prepare financially for the next 20, 30 or 40 years. Amigo helps you start a different conversation about actually living them.
ENOUGH WITH THE STEAK DINNERS.
Your next client-acquisition idea doesn't have to involve another free ribeye.
Another retirement seminar.
Another Social Security workshop.
Another annuity dinner.
Another room full of prospects hearing the same basic message they've heard from every other advisor in town.
There has to be a better way to get people's attention.
There is.
HEALTHSPAN.
LONGEVITY.
LIVING WELL.
These are conversations people actually care about.
Amigo gives financial professionals a different story to tell.
Stop competing with the herd using the same message.
Give people something worth talking about.
Four reasons financial professionals are looking at Amigo
One platform. Four very different reasons to look.
Provide more value
More Than a Financial Plan
You help people build the resources to enjoy life later. Healthspan creates another meaningful conversation about what they want those years to actually look like.
Advisors do not diagnose, prescribe, or provide medical advice.
Market differently
Give People a Reason to Remember You
While everyone else talks portfolios, retirement income and Social Security, your brand can introduce longevity and living well. Build a marketing identity that doesn't look like every other advisor in town.
You + your team
Don't Forget About Your Own Health
Amigo isn't only something to build a business around. Experience the platform yourself. Give your team access. Make energy, longevity and living well part of your own company culture.
LOOK GOOD.
FEEL GOOD.
PERFORM BETTER.
Build another business
A Completely Separate Revenue Opportunity
Qualified financial professionals can use Amigo's infrastructure to establish a separate health and longevity business alongside the financial-services business they've already built. Once required firm and compliance approvals are satisfied, that separate business may participate in Amigo's recurring revenue model.
ADD ANOTHER PASTURE.
DON'T SELL THE RANCH.
WE BUILT THE INFRASTRUCTURE.
YOU BUILD THE BUSINESS.
Amigo by SpringTrainingMD operates the healthcare layer behind a health and longevity business — the providers, the pharmacy relationships, the labs, the technology and the patient support. You focus on the business, the brand and the community.
Not every program or service is available in every jurisdiction. Availability and eligibility depend on medical evaluation by a licensed provider and applicable law.
WE RUN THE MEDICAL OPERATION.
Financial professional / business owner
- You are not becoming a doctor.
- You are not diagnosing patients.
- You are not determining medical eligibility.
- You are not prescribing medications.
Your separate business focuses on business development, marketing, community building and the non-clinical customer experience.
Licensed medical provider
Licensed healthcare professionals remain responsible for medical evaluation, treatment decisions, prescribing where appropriate and ongoing medical care.
“SOUNDS GREAT. MY CCO IS GOING TO HAVE A CORONARY.”
We thought about that, too.
Financial professionals operate in a regulated world. Amigo's Financial Professional Launch Path is designed around the outside-business considerations faced by RIAs and IARs. Commercial activation is not intended to occur until the participant completes the required firm and compliance process applicable to their situation.
- 01
Discover
Learn how the Amigo model works.
- 02
Compliance review
Review the proposed outside business, compensation structure, potential conflicts and required disclosures.
- 03
Separate business
Establish the appropriate separate business entity and operational separation.
- 04
CCO submission
Submit the outside business to your firm or compliance department where required.
- 05
U4 / ADV review
Determine with your compliance professionals whether updates or disclosures are required.
- 06
Approval
Complete applicable firm and regulatory requirements.
- 07
Commercial activation
Activate the commercial Amigo business after required approvals are completed.
NO COMMERCIAL ACTIVATION UNTIL REQUIRED APPROVALS ARE COMPLETED.
Amigo does not act as an investment adviser, securities attorney or the participant's Chief Compliance Officer. Requirements vary by firm, registration status and jurisdiction. Participation does not guarantee approval by an RIA, broker-dealer, regulator or other compliance authority.
WELCOME TO BASECAMP.
Experience it before you build it.
Financial Professional Launch participants receive limited personal access to the Amigo/SpringTrainingMD platform while completing the business and compliance process. Personal Basecamp Access may include the participant plus up to four additional designated individuals, subject to program terms and medical eligibility.
- Experience the patient journey yourself.
- Understand the platform.
- See how intake works.
- Experience the support.
- Learn what you're eventually building around.
YOU + 4
You + up to 4 designated individuals
NO COMMISSIONS.
NO RESALE.
NO PUBLIC SOLICITATION THROUGH BASECAMP ACCESS.
PERSONAL ACCESS ONLY.
FROM BASECAMP TO BUSINESS.
Discover
Comply
Experience
Launch
Market
Grow
You don't need to abandon the financial-services business you've spent years building. Amigo gives qualified financial professionals another business to build alongside what they've already created.
Before you apply
IS AMIGO A FIT FOR YOUR PRACTICE?
We're not looking for everyone. We're looking for financial professionals who see where wealth and health are headed.
Amigo may be a fit if you:
- Own or control your practice — or have the ability to pursue an outside business activity
- Are willing to complete required firm and compliance review
- Want a marketing story that doesn't sound like every other financial advisor in town
- Believe healthspan and longevity are becoming increasingly important conversations
- Want to provide another layer of value to your audience, community, team, and relationships
- Are interested in exploring a completely separate health and longevity business
- Understand that commercial activation is subject to required approvals
If that sounds like you, let's talk.
See if Amigo fits your practiceOne next step
THE AMIGO FINANCIAL PROFESSIONAL LAUNCH PROGRAM
Built specifically for RIAs, IARs, independent advisors and qualifying financial professionals exploring the health and longevity space.
Designed with financial-professional compliance considerations in mind. Commercial activation follows required approvals.
Apply for the Financial Professional Program
Three quick steps. Takes about a minute.
Step 1 of 3
See our Privacy Policy and Terms
Commercial participation is subject to applicable firm, regulatory, and compliance requirements. Submitting this form does not create a business relationship and does not guarantee acceptance or approval.
Spring Training MD · amigo@springtrainingmd.com
YOUR CLIENTS HAVE SPENT DECADES BUILDING THEIR WEALTH.
Help start the conversation about being healthy enough to enjoy it.
WEALTHSPAN x HEALTHSPAN
GET OUT OF THE HERD.
You don't need another steak seminar. You need a story people actually want to hear.
SADDLE UP, AMIGO.
Important disclosures
Amigo by SpringTrainingMD is not affiliated with, endorsed by or approved by the SEC, FINRA, NASAA or any state securities regulator. Nothing on this page constitutes investment, securities, legal, tax, individualized compliance or medical advice to the financial professional or to any client.
Amigo provides healthcare infrastructure and licensed clinical care; it does not provide investment advice. Participating financial professionals do not diagnose, prescribe or determine medical eligibility. Medical evaluation, treatment decisions and prescribing are the responsibility of appropriately licensed healthcare professionals. Availability and eligibility depend on medical evaluation and applicable law.
No income, revenue, business or medical outcome is guaranteed. Commercial participation is subject to applicable firm, regulatory and compliance requirements, and participation does not guarantee approval by any RIA, firm, broker-dealer, regulator, CCO or other authority. Firms and professionals should review participation, compensation arrangements, disclosures and communications with their own compliance and legal counsel.