In partnership with

Spots are limited. Get your firm trained on Advisory Engagement Management.

Wurthy and REFRAME are partnering on a 2027 training and certification program for firms.

The 2027 program with REFRAME

  • Advisory Engagement Management training
  • Certification for practitioners
  • Learning pathways for practitioners, implementers and partners

Plus, for REFRAME firms

Free unlimited clients until the end of 2026.

Sign up for the program.

Claim your firm's spot in the first group.

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We'll reach out to set up your firm. No credit card needed.

The Advisory LoopWurthy Agents enable every step.

Wurthy runs the advisory engagement end to end. Wes, our lead agent, works across each client's connected systems. The firm stays in control, and your Advisor approves every client action.

  1. 01
    Research

    Wes pulls the owner's goals and data from every connected system. The Advisor confirms.

  2. 02
    Prep

    Wes builds the brief and ranked options, tied to the owner's goals.

  3. 03
    Judgment

    The Advisor chooses the plan. Wes recommends the fee, priced on outcomes.

  4. 04
    Delivery

    A branded engagement letter and plan the client sees in their portal.

  5. 05
    Follow-up

    Wes acts within the authority the firm gives it, tracks results and brings back the next decision.

Advisor, Bookkeeper and Wes on the same client, in one shared view.

✓

You're in, .

Your firm is signed up for the first group of the 2027 REFRAME x Wurthy training and certification program. As a REFRAME firm, you also get free unlimited clients until the end of 2026.

Our team will reach out shortly to get your firm set up. Come find us at the Wurthy booth in the meantime.