As an advice-only coach or CFP, etc, create the ability to spinoff a client, which then sends the clients account through a workflow to have them signup for their own Premium account. This action would cut access between the advisor and client, leaving the client to work independently.

This would serve as an excellent tool for on-boarding new users with the help of any trusted expert. This wouldn’t necessarily be limited to certified advisors, doing in-depth planning. In a lot of cases, people might just want a little hand holding to get used to the tool. This could be a potential income stream for PL itself, in the area of Professional Services.

I think the opportunities for this feature are pretty broad. Personally, I’d like to be able to use this kind of feature as a means of helping friends and family jump start their usage of the tool. So perhaps there could be a non-pro version of the feature as well.