Where independent professionals can connect, learn, grow, and build
The journey for independent professionals can sometimes feel lonely or overwhelming:
Pressure to “do it all” yourself
The dilemma of where to turn for advice or guidance
Not knowing where to start on a project or goal
We've all been there.
The Advisor Roots Online Community is part coworking space, part resource library, and part launchpad.
We looked at the problems facing so many independent professionals, and we saw the solution in real human connection. While social media platforms like LinkedIn can be powerful tools for networking and gaining professional recognition, they don’t fulfill the need that so many professionals feel: to find connection and support for the journey. When you join The Community, you’ll gain access to our incredible Agency Experts—vetted and trusted professionals who are great at what they do—but you’ll also find topical advice, solutions to some of your stickiest problems, and support from other like-minded professionals.
The Community is for you if:
You’ve been feeling stuck or your business is struggling.
Gain insight, explore your options, and build momentum toward new growth and success.
You’re interested in taking your business to the next level but aren’t sure where to start.
Access resources, tutorials, and experts so you can put the pieces in place for a great project.
You’ve got a project in the works, but you need a little bit of support to see it through.
Find professionals you can trust, fresh ideas, and support from people who have been there.
You’re cruising along comfortably but don’t want to grow stagnant or complacent.
Expand your connections, gather inspiration, and stay on top of ever-changing trends.
Choose your plan:
The
Community
$400/month per user
- Membership to the private online community
- Access to all workshops, resources, downloads, and tutorials
- Coworking Office Hours with experts
- Private sessions with Advisor Roots consultants at $250/hr
The
Community Plus+
$750/month per user
Includes:
- Membership to the private online community
- Access to all workshops, resources, downloads, and tutorials
- Coworking Office Hours with experts
- One monthly private session with Advisor Roots consultants. Additional private sessions at $250/hr
- Project Success Manager assigned to your account
- Private Project Workspace for collaborating with your Success Manager and other partners
The
Community Consultant
$2,750/month
3 month minimum
Includes:
- Up to four memberships to the private online community. Additional memberships $400/month/user
- Access to all workshops, resources, downloads, and tutorials
- Coworking Office Hours with experts
- Weekly private call with Advisor Roots consultants with: Prepared meeting agenda, Post-call recap, Actionable to-do list
- Coaching on best practices
- Project coordination
- Collaboration with Agency Experts
- Project Success Manager assigned to your account
- Private Project Workspace for collaborating with your Success Manager and other partners
The
Community
$4,500/year per user
Includes:
- Membership to the private online community
- Access to all workshops, resources, downloads, and tutorials
- Coworking Office Hours with experts
- Private sessions with Advisor Roots consultants at $250/hr
The
Community Plus+
$8,250/year per user
Includes:
- Membership to the private online community
- Access to all workshops, resources, downloads, and tutorials
- Coworking Office Hours with experts
- One monthly private session with Advisor Roots consultants
Additional private sessions at $250/hr - Project Success Manager assigned to your account
- Private Project Workspace for collaborating with your Success Manager and other partners
The
Community Consultant
$2,750/month
3 month minimum
Includes:
- Up to four memberships to the private online community. Additional memberships $400/month/user
- Access to all workshops, resources, downloads, and tutorials
- Coworking Office Hours with experts
- Weekly private call with Advisor Roots consultants with: Prepared meeting agenda, Post-call recap, Actionable to-do list
- Coaching on best practices
- Project coordination
- Collaboration with Agency Experts
- Project Success Manager assigned to your account
- Private Project Workspace for collaborating with your Success Manager and other partners
Ready to jump in?
Want to see more?
Are you a business with 10 employees or more and looking for memberships for all your employees? We have an Enterprise Membership plan to fit your needs. Learn More
Memberships include a 30-day money-back guarantee. If you join and decide The Community isn’t for you or isn’t what you thought, we’ll refund your membership fee.
Alone we can do so little;
together we can do so much.
A look inside the community
Wondering what you can expect as a member of our community? Let's take a look:
When you join be sure to Say Hello!
We want every new member to feel like they’re a valued part of our community, so we encourage everyone to make a post to introduce themselves, what they do, and what they hope to get out of The Community. Be sure to check this section even after you’ve become an established member so you can make connections with newcomers and help make them feel welcome.

Within The Community, there are lots of
opportunities to ask for advice or feedback.
Members, Agency Experts, and the Advisor Roots team will all be available to weigh in on your questions or those pesky problems you can’t find a solution for. While traditional consulting can fill this gap for some, nothing beats having an active community where people can respond in real-time and offer quick responses so you can get on with what you do best.

You’ll also be able to take part in the general community conversation.
The Community is not just here when you’re struggling; we also want to offer a place to find tips and suggestions that can help you step up your game and solve problems before they even have a chance to arise. Keep an eye out for conversations around trending topics, best practices, new tools and workflows, or better ways to streamline your operations.

Celebrate your victories, big and small, with our Member Showcase!
Did you just finish a big project or launch a new product? Use our Showcase to brag on yourself or your team a little. Tell us what’s going great for you and let us all have the chance to cheer you on. Or share something you’ve been thinking about or innovating around; your thought leadership may provide the kind of inspiration someone is looking for.

Keep up to date on community happenings
via the Events Calendar.
The Community is full of events and chances to engage with the Advisor Roots team, our Agency Experts, and other members. Everything will be available to browse on our Events Calendar, which will list the date, time, and description of every event so you can plan accordingly.

You’ll be able to search our resources by topic.
Maybe you’ve got a project on the horizon and you know you need to begin immersing yourself in information about it or perhaps you are becoming aware of something you need to improve about your operations. Our Resource Library is an ever-growing collection of tutorials, workshops, and downloads that can help you learn, improve, and begin exploring new topics.

Enjoy a platform that is intuitive and easy to use.
So often, people find a new tool or platform that makes big promises about how it can help them grow or develop, but when they get inside, they find that they can’t figure out how to do anything. We know those frustrations well, so we’ve purposely designed The Community to operate in a way that makes it easy to navigate and simple to learn, mimicking aspects of other well-known and frequently used tools like Notion or Slack so there’s no steep learning curve.


What makes
The Community great
-
Our Resource Library
Our community members will enjoy our resource library, a place where we can share our insights and best practices via workshops, downloads, and tutorials. Every month, we’ll add to the library, expanding on the knowledge that’s available to our members and exploring topics that are important to you. -
Co-working Office Hours
Independent professionals often thrive when they’re working alone; however, it can get lonely sometimes. Leverage your access to experts in our weekly Coworking Office Hours by making connections with others, asking your individual questions, and learning from professionals. Spending time with others can inspire you with new ideas or help you focus in on your next task. -
Private Sessions with Advisor Roots Consultants
We’ve spent a lot of time doing consulting work, and we know how important it can be for gaining clarity, momentum, and insight. Private sessions are great if you’re looking for some targeted or confidential advice. Or, if you’re feeling stuck, we would love to get on a call with you and discuss your pain points and help you identify next steps so you can walk away with a plan. -
Project Success Manager
We believe in the power of organization. Staying in budget and on time are some of the trickiest parts to growth and scaling. Our Project Success Managers operate like dedicated project managers for your projects and system implementations. Your dedicated Project Success Manager will keep an eye on progress and coordinate with all parties involved. -
Private Project Workspace
Within The Community’s interface, you’ll be given a private space dedicated to your project where your Success Manager and any other partners can collaborate and communicate on the project. That way, you’ll always know the best way to communicate with everyone involved or to track progress.
Join The Community
Want to see The Community in action? Take a tour
Want to know if The Community
is a right fit for you?
The Community
is a great fit for you if you:
- Have a DIY, go-getter approach to your work
- Enjoy sharing your ideas and getting honest and helpful feedback
- Like helping others by clarifying their ideas or adding insight
- Get excited about trend-based resources and guides
- Are looking to gain a sense of community
- Enjoy chances to work with others and value teamwork
The Community
won’t be a great fit if you:
- Outsource most new projects or want someone to do it for you
- Don’t like critique or other people weighing in
- Balk at sharing ideas or have a lot of fear around ownership of ideas
- Might sign up for a lot of things but never read or leverage them
- Are mainly looking for networking and nothing more
- See yourself as a “lone wolf” and don’t want collaboration
- Are ready to put in the work to take your business to the next level
- Seek connection with other professionals in order to grow
- Are looking for instant results or quick fixes
- Want to sell on the platform or make direct client sales
If you want to lift yourself up, lift up someone else.
Have you ever
experienced any of these?
Had a great idea but had no idea of where to start in making it a reality
Felt stuck and needed someone to help you figure out why
Found that your work as an independent professional felt lonely or isolating
Knew you needed to learn more about a specific topic but weren’t sure who to trust
Felt overwhelmed by all the things you were going to have to learn to do yourself as an independent professional
Wanted to make sure you’re not wasting time or money on something that isn’t going to work
These are all problems that we had in mind when we built The Community. We understand that independent professionals face specific obstacles and roadblocks, and we wanted to make those hassles a little easier to overcome by handcrafting a community for people just like you.