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One Platform. Every Step From Client Checkup to Opportunity.

See how Bdollarsmart connects client responses, guided conversations, reporting, training, and team management in one organized workflow.

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Bdollarsmart workspaceGood morning, Alex

Checkups Sent

24 this month

Responses

18 this month

Triggered Alerts

12 this month

Recent Checkups + Alerts

Live activity across your practice. A completed checkup has opened a retirement planning follow-up.

Recent checkups

Michael Anderson82%
Completed 1 hour ago
Sarah Martinez79%
Completed 3 hours ago

Michael AndersonCompleted 1 hour ago

82%

Sarah MartinezCompleted 3 hours ago

79%

Alerts needing attention

Retirement planning2 new
Needs attention
Protection needs1 new
Review next

Retirement planningNeeds attention

2 new

Protection needsReview next

1 new

Checkup response rate75%

Team training68%

Client Checkup

82%

4 of 5 planning areas reviewed

RetirementComplete
InvestmentsComplete
InsuranceComplete
EducationComplete

RetirementComplete

InvestmentsComplete

InsuranceComplete

EducationComplete

Client Checkups

Alerts

BDassist

Reports & Analytics

Training & Resources

Team Management

Client Checkups

Start With the Client’s Own Answers

Clients receive a one-time link and complete a clear, mobile-friendly checkup using their own phone.

Sent by Text

English or Spanish

Client & Practice Modes

Responses Feed the Platform

Client Checkup

82%

Overall Score

4 of 5 planning areas complete

RetirementComplete
InvestmentsComplete
InsuranceComplete
Estate planningReview next

RetirementComplete

InvestmentsComplete

InsuranceComplete

Estate planningReview next

Send Checkup

Client name: Michael Anderson

Mobile: (620) 123-4567

Secure one-time link, available in English or Spanish

Send Checkup

Alerts

Turn Responses Into Clear Needs and Opportunities

Identify Needs and Gaps

Prioritize Important Conversations

Keep Opportunities Visible

Alert Categories

Retirement 5

Protection 4

Investments 4

Education Planning 2

Alerts needing attention

Client / Alert / Priority / Status

Michael Anderson / Retirement Savings Gap / High / New

Sarah Martinez / Retirement Income Risk / Medium / New

David Thompson / Retirement Readiness / Medium / In Progress

ClientAlertPriorityStatus

Michael AndersonRetirement Savings GapHighNew

Sarah MartinezRetirement Income RiskMediumNew

David ThompsonRetirement ReadinessMediumIn progress

Robert GarciaCatch-Up OpportunityLowNew

BDassist

Give Every Conversation More Structure

Scripts Synced to Triggered Alerts

Search by Client or Alert

English and Spanish

Practice With AI Scripts

Adjustable Reading View

Client Checkups

Michael Anderson / 82%

Sarah Martinez / 79%

Search clients by name

Michael AndersonCompleted May 6

82%

Sarah MartinezCompleted May 5

79%

View all clients

Triggered Alerts

Retirement Savings Gap / High

Retirement Income Risk / Medium

Investment Review / Low

Retirement Savings GapMichael Anderson

High

Retirement Income RiskSarah Martinez

Medium

Investment ReviewDavid Thompson

Low

View all alerts

Scripts & Talking Points

Retirement Savings Gap

Opening: Thank you for completing your checkup.

Key question: What feels most important about retirement today?

OpeningThank you for completing your checkup.

Key questionWhat feels most important about retirement today?

Talking pointReview the gap, confirm priorities, and agree on a next step.

View full script

Reports & Analytics

See the Business Behind the Checkups

Month Filters

PDF & CSV Export

Individual and Team Views

Review Triggered Alerts

Reporting workspace

UsageAvailable AssetsLifeRecruitAsset SummaryCheckup Results

Usage / Available Assets / Life / Recruit / Asset Summary / Checkup Results

Checkups Sent

24 this month

Sent by text and practice mode

Responses

18 this month

Client responses received

Current response rate

Completed checkups and returned responses for the current reporting period.

Checkup response rate75%

Top alert categories

Retirement 10 / Protection 12 / Investments 9 / Education Planning 6 / Increase Income 4

CategoryTotalNew

Retirement103

Protection124

Investments92

Education Planning61

Increase Income41

Exports reflect your current filters.

Export PDFExport CSV

Real Teams. Real Experiences.

Leaders and advisors across the country use Bdollarsmart to run smoother meetings, follow up more consistently, and grow their business with less chaos.

I’ve seen every system, idea, and presentation over nearly 50 years in this business. What we have with Bdollarsmart is the greatest game changer for building successful people, serving families, and helping them take control of their financial future.

Bdollarsmart has streamlined how I revisit clients, making it simple and productive. The checkup uncovers new opportunities and helps reestablish relationships that haven’t been touched in years. It’s led to dramatic growth in my business.

Bdollarsmart is a recruiting magnet! Whether you’re brand new or a seasoned veteran, you’re only one recruit away from an explosion. Trust the process and your business, income, and leadership will be off the charts!

I’m so grateful for Bdollarsmart because it’s empowered me to better serve my Hispanic clients and uncover opportunities that would have otherwise been missed. It’s played a major role in my growth and production.

Bdollarsmart is a money detector. It uncovers funds people have forgotten about, like old 401(k)s, CDs, and savings or checking accounts, revealing real opportunities families didn’t realize they had.

My business has grown since I started using Bdollarsmart. It makes it much easier to cover all our services with every client. Definitely a game changer, and I highly recommend it.

The Bdollarsmart system teaches committed professionals in weeks what took many of us years to learn. The ‘Increase My Income’ alert stands out above the rest. Making money is exciting, but making a difference is even better.

Bdollarsmart has changed our business. It simplifies our process so we can quickly duplicate success with new advisors. They get paid immediately while running streamlined virtual appointments. Simple systems. Scalable income. Real momentum.

Bdollarsmart has completely changed the game for me. It gets right to the point, focusing on what families truly need and want, and saves me a ton of wasted time. We’ve moved from selling to consulting, and our families love the experience.

I’ve seen every system, idea, and presentation over nearly 50 years in this business. What we have with Bdollarsmart is the greatest game changer for building successful people, serving families, and helping them take control of their financial future.

Bdollarsmart has streamlined how I revisit clients, making it simple and productive. The checkup uncovers new opportunities and helps reestablish relationships that haven’t been touched in years. It’s led to dramatic growth in my business.

Bdollarsmart is a recruiting magnet! Whether you’re brand new or a seasoned veteran, you’re only one recruit away from an explosion. Trust the process and your business, income, and leadership will be off the charts!

I’m so grateful for Bdollarsmart because it’s empowered me to better serve my Hispanic clients and uncover opportunities that would have otherwise been missed. It’s played a major role in my growth and production.

Bdollarsmart is a money detector. It uncovers funds people have forgotten about, like old 401(k)s, CDs, and savings or checking accounts, revealing real opportunities families didn’t realize they had.

My business has grown since I started using Bdollarsmart. It makes it much easier to cover all our services with every client. Definitely a game changer, and I highly recommend it.

The Bdollarsmart system teaches committed professionals in weeks what took many of us years to learn. The ‘Increase My Income’ alert stands out above the rest. Making money is exciting, but making a difference is even better.

Bdollarsmart has changed our business. It simplifies our process so we can quickly duplicate success with new advisors. They get paid immediately while running streamlined virtual appointments. Simple systems. Scalable income. Real momentum.

Bdollarsmart has completely changed the game for me. It gets right to the point, focusing on what families truly need and want, and saves me a ton of wasted time. We’ve moved from selling to consulting, and our families love the experience.

Bdollarsmart has simplified my client conversations and helped me better train agents to think like true financial professionals. In just a few months, we increased our income from $63K to over $100K. A true game changer for our team.

Bdollarsmart has streamlined our client review process. Clients share what matters most through alerts, leading to new business and deeper relationships. It’s made working alongside our son Cameron seamless, simple, transferable, and built for the next generation.

Bdollarsmart helped me earn over $70,000 in a year and advance into leadership quickly. It’s more than a recruiting tool. It consistently uncovers business opportunities and drives real growth.

Bdollarsmart has transformed our business by providing a simple, transferable, and duplicable tool. We’re excited to grow our team with a system that helps families identify their needs and recruits those who want to earn more.

Bdollarsmart has transformed the trajectory of our business by delivering clear, results-driven solutions for our clients while establishing a structured framework that equips our representatives to serve with excellence and confidence.

The impact of using Bdollarsmart to truly serve our clients has been phenomenal! The opportunity to help them achieve their dreams through the Income Alert can be life changing. It allows us to do great work, done well!

Bdollarsmart has been an absolute game changer for our hierarchy. It helps new agents become incredibly competent in a short time, creating real duplication and faster confidence. Don’t deny yourself the opportunity to explode your business.

Since implementing Bdollarsmart, I’ve been extremely impressed with how easy it was to roll out. It streamlines our process, simplifies complex strategies, and creates stronger client engagement. We’ve seen record growth.

Bdollarsmart has completely changed the game for me. It gets right to the point, focusing on what families truly need and want, and saves me a ton of wasted time. We’ve moved from selling to consulting, and our families love the experience.

Bdollarsmart has simplified my client conversations and helped me better train agents to think like true financial professionals. In just a few months, we increased our income from $63K to over $100K. A true game changer for our team.

Bdollarsmart has streamlined our client review process. Clients share what matters most through alerts, leading to new business and deeper relationships. It’s made working alongside our son Cameron seamless, simple, transferable, and built for the next generation.

Bdollarsmart helped me earn over $70,000 in a year and advance into leadership quickly. It’s more than a recruiting tool. It consistently uncovers business opportunities and drives real growth.

Bdollarsmart has transformed our business by providing a simple, transferable, and duplicable tool. We’re excited to grow our team with a system that helps families identify their needs and recruits those who want to earn more.

Bdollarsmart has transformed the trajectory of our business by delivering clear, results-driven solutions for our clients while establishing a structured framework that equips our representatives to serve with excellence and confidence.

The impact of using Bdollarsmart to truly serve our clients has been phenomenal! The opportunity to help them achieve their dreams through the Income Alert can be life changing. It allows us to do great work, done well!

Bdollarsmart has been an absolute game changer for our hierarchy. It helps new agents become incredibly competent in a short time, creating real duplication and faster confidence. Don’t deny yourself the opportunity to explode your business.

Since implementing Bdollarsmart, I’ve been extremely impressed with how easy it was to roll out. It streamlines our process, simplifies complex strategies, and creates stronger client engagement. We’ve seen record growth.

Training & Resources

Build Skill Through a Structured Path

Video Library

Weekly Live Training

BDassist Lite

English & Spanish Agent Training

Your Progress

68% complete

68%

Overall progress68%

Current path: App Demonstration

Training Path

Level 1: Setting Appointments / Complete

Level 2: App Demonstration / In progress

Level 3: Master the App / Not started

Level 1: Setting AppointmentsComplete

Level 2: App DemonstrationIn progress

Level 3: Master the AppNot started

Video Library

Opening the Conversation / 12:45

Reviewing Results / 15:30

Handling Common Objections / 19:00

Opening the Conversation12:45

Reviewing Results15:30

Handling Common Objections19:00

Team Management

Control Access as Your Team Grows

Invite Agents

Unlock Training Levels

Grant or Revoke Access

Filter and Organize Records

Support Role-Based Access

Manage Agents

Search agents by name

All accessAll license types

Invite Agent

Agent records

Agent / Training level / Access / Status

Alex Morgan / Level 3: Master the App / Full Access / Active

Taylor Smith / Level 2: App Demonstration / Limited Access / Active

Jordan Lee / Level 1: Setting Appointments / Checkups / Active

AgentTraining levelAccessStatusAction

Alex MorganLevel 3: Master the AppFull access, all featuresActiveEdit

Taylor SmithLevel 2: App DemonstrationLimited, Checkups + BDAssistActiveEdit

Jordan LeeLevel 1: Setting AppointmentsLimited, CheckupsActiveEdit

Casey JohnsonLevel 4: Role-BasedFull access, all featuresInvitedEdit

Designed to Work Together

Client Checkup

Clients complete their checkup

Alerts

Responses create needs and gaps

BDassist

Use scripts and talking points to guide client conversations

Reports

Review activity and spot opportunities

Training & Resources

Build skills that make the workflow repeatable

Team Management

Manage access, standards, and team adoption

Each part of the platform supports the next, creating a clear and repeatable process from client response to business opportunity.

Ready to Put the Full Platform to Work?

Give every advisor a clearer way to uncover needs, guide conversations, and turn client responses into visible opportunities.

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