Business Advisors On Demand
Top leaders from top companies - available by the session. Access to C-suite board advisors or practical advice in marketing, operations, AI, and more.
Starting at $150 for 30 minutes.
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Expert Sessions Virtually
Over video, work with advisors to validate your plan, brainstorm or answer questions that keep you up at night.
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No Pricey Retainers
Book by the session and swap out advisors anytime. Build a board of advisors and never give up equity.
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Help at Any Stage
Early start-up, go-to-market, growth or raising capital. Your stage, our expertise.
Our advisors have worked with top brands.
50+ advisors across the board.
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Marcy Massura Integrated Marketing Specialist
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Steven Silverman Professor & Brand Strategist
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Imogen Griffiths Fractional CMO
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Doug Collins Chief Product Officer
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TJ Robertson AI Marketing
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Kenneth Upchurch AI Productivity & CRM Expert
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Chris Barry Business Therapist
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Julie Matzen Start-up Advisor
Let's find your advisor. How can we help? Choose a business area.
Select an option below to filter advisors and build your custom board.
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Al Polit Venture Capital
Al Polit Venture Capital
Business Coach Business Plan C-Suite & Executive Leadership Starting a New Business Venture Capital Working CapitalI'll share my personal perspectives with 30+ years experience in the finance industry. I’ll be blunt on what to do and not when starting a business or raising capital.
Ask me:
- What is my company worth?
- How should I go about raising capital for my business?
- How much capital do I need to overcome sustainability objections from potential buyers?
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Aldo Serrano AI Video Expert | Content Creator | Director
Aldo Serrano AI Video Expert | Content Creator | Director
AI Apps & Tools Branding & Storytelling Content Creation Creative & Content Marketing & Sales Ready to LaunchWhether you want to level up your brand’s vibe, shoot some pro videos, or explore how AI can streamline your creative process, I’ve got you covered. I’m all about collaboration and hands-on problem-solving—let’s team up and bring your vision to life! I’ve worked with Oura Ring, Cisco, Natural Cycles and much more.
Ask me:
- How can I use AI tools to automate and optimize my creative workflow and production?
- What equipment and techniques should I use for achieving a professional look in my video production?
- How do I create engaging video content that effectively reaches my target audience?
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Alison Deyette TV Personality | Media & Speaking Expert
Alison Deyette TV Personality | Media & Speaking Expert
Advisor by Industry Branding & Storytelling Business Coach C-Suite & Executive Leadership Celebrities & Influencers Investor Pitch Podcast PublicityI help CEOs, brands, and celebrities master media strategy, on-camera presence, and public speaking to elevate their brand and influence.
Ask me:
- What do you think of my elevator pitch?
- Can you help me become more confident talking about myself or my company?
- How do I pitch myself or my brand?
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Andrea Andrade Marketing & Sales | Publicity
Andrea Andrade Marketing & Sales | Publicity
Advisor by Industry Celebrities & Influencers Creative & Content Marketing & Sales PR & Communications Publicity Sales and Business Development SponsorshipsMarketing pro with roots on Dancing with the Stars and a track record across TV sets, award show junkets, and national tours.
Ask me:
- How do you think a well-known client would react to my pitch?
- Am I spending the right amount of my budget in digital and traditional advertising?
- Do you think my brand is being highlighted in the right way?
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Aubrey Christensen Social Media Strategist | Influencers
Aubrey Christensen Social Media Strategist | Influencers
My social media experience is well rounded including strategy, content creation and development, community management, etc. I have a keen eye for elevated aesthetic and brand feel.
Ask me:
- How can I grow my followers?
- How can I become an influencer?
- What kind of content do I need?
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Brad DeLava Media Buying | Performance | Social Ad Campaigns
Brad DeLava Media Buying | Performance | Social Ad Campaigns
Passionate about buying media, and measuring actual performance. I've worked for brands like Molekule Lemonade, Sandisk, Lagree Fitness, and more. I’m like to stop brands from wasting time and money on the wrong ad platforms.
Ask me:
- What is the "silver bullet" to make my ads more effective?
- What ad platforms should I be advertising on?
- How do I know if my advertising/marketing is working?
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Bryan Richey Email Marketing + SMS
Bryan Richey Email Marketing + SMS
I geek out on helping businesses find strategic solutions to improve and scale the return on their email marketing. Let’s review your current email program together, and we can put a plan of action in place!
Ask me:
- How can I grow my email list?
- How do I run an successful AB test for my email campaigns?
- What is the right segmentation strategy for my email campaigns?
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Camara Rauen Podcast Consultant
Camara Rauen Podcast Consultant
I’m a podcast advisor who helps clients create compelling shows that engage audiences and amplify their brand mission. I guide them through every step—from concept and recording to launch strategies and performance analysis.
Ask me:
- How to do I develop and launch a podcast?
- How do I build my audience and community for my podcast?
- What kind of equipment and set up is essential for podcasting?
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Carly Harrill Non-Profit Fundraising | Marketing | Public Relations
Carly Harrill Non-Profit Fundraising | Marketing | Public Relations
Seasoned nonprofit executive with 15+ years in fundraising, marketing, communications, and partnerships, helping smaller nonprofits expand capacity and donor base.
Ask me:
- How do I create/improve my annual fundraising plan?
- How do I find new grant opportunities aligned with my organization’s priorities?
- How can I make my donor appeal more compelling?
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Chris Barry Business Therapist
Chris Barry Business Therapist
Advisor by Industry Business Coach C-Suite C-Suite & Executive Leadership Company Culture Management Personal Business Therapy Ready to Launch Start-up Therapy Starting a New BusinessAll about transformational leadership, revitalizing culture, and resolving employee and partner issues. As your accountability partner, I’ll guide you toward a growth mindset.
Ask me:
- How can I align my personal values with my company?
- How can I achieve work/life balance with my new venture?
- What does personal success look like for me?
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Doug Collins Chief Product Officer
Doug Collins Chief Product Officer
Advisor by Industry AI Apps & Tools C-Suite C-Suite & Executive Leadership Product Audit Product Development Starting a New Business Web & E-CommerceI built product organizations from zero to Series A and now help founders translate technical capabilities into compelling business value. My hands-on, collaborative approach focuses on practical solutions - whether it's your first product hire, technical architecture, or aligning stakeholders around product vision.
Ask me:
- How do I validate my product idea before building it?
- How do I run customer discovery interviews that uncover real problems?
- How do I prioritize features when everything feels urgent?
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Erin Shea Marketing, Communications + Brand Management
Erin Shea Marketing, Communications + Brand Management
I help companies solve communications challenges by creating smart strategies that avoid wasted time and money on ineffective tactics.
Ask me:
- Can you develop an integrated marketing plan for my organization?
- What should my launch communications plan include?
- How can I create a more efficient communications operation?
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Estefania Lua Ad Creative | Web UX | Photo & Video | Design | Branding
Estefania Lua Ad Creative | Web UX | Photo & Video | Design | Branding
Branding & Storytelling Content Creation Digital Advertising E-commerce, Websites Email Campaigns Marketing & Sales Product Development Ready to Launch Sales Starting a New Business Web & E-CommerceI’m an Art Director, UX/UI Designer, and Graphic Designer with 10+ years of experience. Let me help you evaluate your brand and provide insights on how to elevate it.
Ask me:
- Does my navigation make sense?
- Is my design too busy?
- How can I make this web experience better?
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Geoff Prince Setting Up Quizzes with Digioh
Geoff Prince Setting Up Quizzes with Digioh
I am a sales representative at Digioh, a conversion and optimization platform that enhances revenue through quizzes, pop-ups, and the effective use of consumer-consented data. I do free demo calls!
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Holly Kissinger Photo & Video Producer
Holly Kissinger Photo & Video Producer
I’m a commercial producer with 20 years of experience working on brands like White Claw, Absolut, Shelterlogic and more. I excel at managing all facets of commercial production and tackling challenges head-on.
Ask me:
- Can you provide an overview of the pre-production, production, and post-production processes?
- What is your approach to coordinating with various departments (e.g., creative, marketing, legal) throughout the production process?
- What strategies do you use to stay on budget and on schedule?
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Imogen Griffiths Fractional CMO
Imogen Griffiths Fractional CMO
Advisor by Industry Branding & Storytelling Business Coach C-Suite C-Suite & Executive Leadership Digital Advertising Marketing & Sales Ready to Launch Sales Sales and Business Development Starting a New Business Web & E-CommerceMarketeer who loves to bring products that no-one knows they need, to life. I've done hundreds of launches and have touched every part of the marketing toolkit for brands like Oura Ring, Yale Smart Locks, Jawbone and more.
Ask me:
- How do I launch my product?
- Can you look at my story? My brand?
- Can you look at my messaging?
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Janet Notardonato Market Research
Janet Notardonato Market Research
My passion is finding insights to help identify issues or behaviors through surveys, data and focus groups. I’ve been a corporate side researcher for the majority of my career.
Ask me:
- How do I know what research methodology will best answer my business objective(s)?
- How can I tell a compelling story with my data?
- How do I reach my B2B audience?
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Jen Carter Marketing & Sales | E-commerce | Branding
Jen Carter Marketing & Sales | E-commerce | Branding
Advisor by Industry E-commerce, Websites Marketing & Sales Ready to Launch Sales Sales and Business Development Web & E-CommerceMarketing executive with 30 years of consumer-facing experience partnering with global brands like Timex, Timberland, and Dickies. Experienced across apparel, jewelry, watches, smart home, outdoor lifestyle, and durable cleaning tools.
Ask me:
- How do I make my idea a reality?
- How can I bring my product to market?
- Who is my target audience?
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Jen Martensen C-Suite Advisor | Agency Operations | Finance
Jen Martensen C-Suite Advisor | Agency Operations | Finance
I provide fractional COO, ops consulting, and financial management for creative entrepreneurs, small businesses, trades, and nonprofits. Services include change management, workflows, project/resources, business docs, and financial health.
Ask me:
- Can you help me understand our internal finances better?
- How can we better define roles, responsibilities, and accountability?
- Can we improve how we handle information and data through our project lifecycle?
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Jenny Heinrich Brand Storyteller | Influencer Marketing Expert
Jenny Heinrich Brand Storyteller | Influencer Marketing Expert
I help brands craft impactful stories through influencer partnerships and digital campaigns. With 20+ years of experience at Nike, Coca-Cola, Edelman, and Ketchum, I now teach Influencer Marketing at DePaul.
Ask me:
- How do I execute an influencer marketing program?
- How do I leverage User Generated Content online?
- How do I build an influencer marketing practice?
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Jessica Cervellon Marketing + Sales | Branding | Web UX | Social Media
Jessica Cervellon Marketing + Sales | Branding | Web UX | Social Media
CX and marketing strategist who helps e-commerce brands stand out and drive results through bold strategies and customer-focused solutions.
Ask me:
- How can we better align our customer experience with our brand values?
- How do we measure whether our CX strategy is actually working?
- Are we missing any key opportunities to personalize our marketing efforts?
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JP Lincoln Branding | Public Relations
JP Lincoln Branding | Public Relations
Advisor by Industry Content Creation Digital Advertising Marketing & Sales PR & Communications Product Development Ready to Launch Sales Starting a New Business Web & E-CommerceI've helped brands like Halo Top, Manscaped and Vitamix, with brand marketing and communications. In 1998, I started my own agency Crier Communications and have 35+ years of expertise to share with you.
Ask me:
- How do I craft my brand's story?
- What tools are there so I can do some basic design work on my own?
- How do I go about rebranding my company?
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Julie Matzen Start-up Advisor
Julie Matzen Start-up Advisor
Advisor by Industry Business Plan C-Suite & Executive Leadership Digital Advertising Email Campaigns Investor Pitch Marketing & Sales Product Development Ready to Launch Starting a New Business Web & E-CommerceI have been in marketing and branding for the last 25 years for brands like Cricut, Sandisk, Sherwin-Williams, Oura Ring and more. I have a knack for starting a business or needing to scale. Let's chat strategy, branding, advertising and more.
Ask me:
- What are the most important things I should be doing?
- Who would want my product or services?
- Can you help me outline a business plan?
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Karin Djelaj Advertising Creative Director | Copy Review
Karin Djelaj Advertising Creative Director | Copy Review
Branding & Storytelling Content Creation Digital Advertising E-commerce, Websites Email Campaigns Product Development Ready to Launch Starting a New Business Web & E-CommerceAs an award-winning Freelance Creative Director and Copywriter with 20+ years of experience, my specialty is helping brands tell compelling stories that resonate with their audiences and drive results.
Ask me:
- What's the right tone of voice for my brand?
- Can you review our website and identify where we could be clearer?
- Will this marketing campaign resonate?
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Kenneth Upchurch AI Productivity & CRM Expert
Kenneth Upchurch AI Productivity & CRM Expert
Advisor by Industry AI Apps & Tools AI Productivity C-Suite C-Suite & Executive Leadership Customer Service Marketing & Sales Ready to Launch Start-up Check ListAI and automation expert with 18+ years driving $100M+ wins. I turn chaos into cash flow, fast. No fluff—just bold ideas, smart systems, and real results.
Ask me:
- What kind of AI strategy could I use to grow my client base?
- What trends in AI or automation should I be focusing on for my business?
- As a C-level leader, how can I align my AI automation initiatives with the company’s long-term strategic goals?
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Kris Garvey Graves Marketing | PR
Kris Garvey Graves Marketing | PR
I help brands navigate the RFP process and find ideal agency partners, drawing on 20+ years of experience developing integrated communication strategies at top global PR firms
Ask me:
- Will this pitch work with media and can I get on the TODAY Show?
- What are the key elements to successful brand storytelling?
- Can you review my RFP (and manage the process) to select a top-tier partner for us?
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Lauren Lua Marketing & Sales | Start-up 101 | Business Plan
Lauren Lua Marketing & Sales | Start-up 101 | Business Plan
With over 15 years of diverse experience in strategy, sales, and product and business development, have developed a deep expertise in fintech, healthcare, software, and entrepreneurship.
Ask me:
- I want to start a business but only have an idea. How do I know if it's worth pursuing?
- What strategies can I use to attract and retain new clients?
- How can I streamline operations to improve efficiency and reduce costs?
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Lisa Dini Public Relations| Marketing Communications
Lisa Dini Public Relations| Marketing Communications
I’m a PR and comms pro who lives for the “aha” moment—when brand stories click, business goals align, and earned media finally gets the spotlight it deserves. I bridge agency speak and business speak, thrive in high-stakes moments like launches and campaigns, and yes—I once made a keg of ranch go viral
Ask me:
- My PR strategy feels disconnected from our overall marketing plan. How do I fix that?
- How do I get my PR team to work better with paid media, social, and content marketing?
- I'm planning our annual marketing strategy. How should PR fit into the bigger picture?
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Mananya Influencer Marketing | Social Impact
Mananya Influencer Marketing | Social Impact
Strategic influencer executive with a proven track record in building and leading integrated teams. Skilled in driving revenue through data-driven EOSP strategies, storytelling, and cross-channel content. Expertise in establishing Influencer Centers of Excellence and Integrated Media Task Forces.
Ask me:
- Can you provide intel on GENZ?
- Can you look at my deck and poke holes at the digital, social, influencer, and creator standpoint?
- Can you provide me an influencer or creator strategy?
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Marcy Massura Integrated Marketing Specialist
Marcy Massura Integrated Marketing Specialist
Ad & PR Agency Review Advisor by Industry Branding & Storytelling Business Plan C-Suite C-Suite & Executive Leadership Celebrities & Influencers Digital Advertising Management Marketing & Sales Product Development Ready to Launch SponsorshipsI'm Marcy, and I'm a professional problem-solver and solution seeker. Think of me as your strategic sherpa, guiding you through the tricky terrain of brand growth, operational hiccups, and marketing mayhem. I love taking the complicated stuff and making it crystal clear (no jargon). I'm a straight shooter – I'll give it to you with total honesty, and always with your best interests at heart. You will be surprised how much we can accomplish in a single session. Let's chat, and you'll see how quickly we can make things happen.
Ask me:
- What do you think of my elevator/sales pitch? Brand approach?
- Can you review and advise on our new RFP?
- How would you structure the team for future growth?
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Mark Nagelmann E-Commerce | Shopify Expert
Mark Nagelmann E-Commerce | Shopify Expert
Drive digital growth with me. I'm a results-driven leader specializing in e-commerce, CRO, and creating exceptional customer experiences. I'm passionate about uncovering innovative solutions that boost revenue and build lasting brand loyalty. Let's connect and explore how I can help you achieve your digital goals.
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McKay Salisbury Amazon Store Set-up & Advertising
McKay Salisbury Amazon Store Set-up & Advertising
Expert in helping brands sell on Amazon from soup to nuts. I founded Five Star Commerce and have worked with over 1,000 product brands. I can help with all the steps to get launched and what makes a solid listing.
Ask me:
- What makes a great Amazon listing?
- What are the steps for a product brand to get setup and launched on Amazon?
- How does one appropriately manage advertising on the Amazon platform?
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Nancy Joseph Marketing & Sales | Branding | Luxury & Home Design
Nancy Joseph Marketing & Sales | Branding | Luxury & Home Design
I love working closely with senior level clients to move the needle on their business. I have good eye for design, dimension and detail. Strategic and creative, I am an excellent listener, problem solver and am solution oriented.
Ask me:
- How do I get my product designs out there?
- Do I really need to become a big name to be well respected in my field?
- Should I open a retail or online store in addition to my design business?
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Nicole Woods Executive Producer | Strategic Advisor
Nicole Woods Executive Producer | Strategic Advisor
Business Coach C-Suite & Executive Leadership Celebrities & Influencers Company Culture Content Creation Creative & Content Management Ready to Launch Sponsorships Start-up TherapyExecutive Producer | Strategic Advisor | Vision Builder I align creative, operations, finance, legal, HR, and talent to accelerate innovation and growth. With a no-BS, results-driven approach, I help leadership teams identify what’s not working, build scalable systems that do, and bring bold ideas to life.
Ask me:
- What do you think of my budget, team structure, and roadmap to execute my big idea?
- As an Executive Producer, can you help me apply your leadership, talent management, and negotiating skills to my business?
- Can you give me feedback/help me with my…(ex. pitch deck, product, road map, team structure, budgets, schedules, short and long term planning strategy)?
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Nik Turner Amazon Advertising | Paid Media
Nik Turner Amazon Advertising | Paid Media
Amazon ads expert with a sharp eye for data. I turn insights into action and help brands achieve the best possible CPA.
Ask me:
- What are some tactical steps to improve performance?
- How should media be managed to best-align to company goals?
- What target metrics should be the north star for media buying and acquisition?
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Paul Levatino Photo & Video | Content Creation | Branding
Paul Levatino Photo & Video | Content Creation | Branding
What sets me apart is my ability to connect artists, creatives and companies in a truly collaborative way. My work with high-profile clients like Erykah Badu and major brands such as Red Bull, Moet Hennessey, H&M, and W Hotels.
Ask me:
- How do you manage the balance between creative vision and a celebrity’s brand during a campaign?
- How do you ensure that the visual design aligns with the overall brand strategy?
- What are some creative ways we can incorporate technology into our event to enhance the experience?
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Peter Classen CEO Coaching | Raising Capital | Business Plan
Peter Classen CEO Coaching | Raising Capital | Business Plan
Business Coach Business Plan C-Suite C-Suite & Executive Leadership Investor Pitch Starting a New Business Venture Capital Working CapitalConsider me as your outsourced Chief Operating Officer for all questions on team structure, business strategy, CEO coaching, revenue models, and much more. I can help you with your investor deck and how to pitch an investor.
Ask me:
- How do I pitch an investor?
- How can I be a better leader?
- What are the fundamentals of a solid organization?
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Rayman Khan Copyright | Trademark | Start-up 101
Rayman Khan Copyright | Trademark | Start-up 101
Helping creators secure their names—whether it's a brand, profile, or podcast—through trademarks that protect your business and prevent audience confusion.
Ask me:
- What do you think of my trademark branding strategy?
- What business assets should I copyright, and which ones should I trademark?
- What contracts and website policies do I need in place for my business?
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Rebekah Osypian Sales
Rebekah Osypian Sales
Been in the sales and marketing game for a solid 20 years. I've managed multi-million dollar budgets and helped deliver millions in revenue for a lot of tech brands. I'm ready to listen and help you map the way.
Ask me:
- How do you develop an effective sales strategy and set clear goals?
- What is your approach to managing the sales funnel and creating a sales playbook for optimal results?
- How do you handle sales recruiting compensation motivation and team management?
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Rob Forslund Raising Capital | Loans
Rob Forslund Raising Capital | Loans
I'm a 10-year finance and banking professional. I've been involved in processing billions of dollars of loans. I have a contentious love for the SBA programs and am happy to share an unfiltered review of the program; not every business is right for the SBA and the SBA is not right for every business.
Ask me:
- Can you tell me the pros and cons of the SBA loan program compared to conventional loans?
- What should I do to position my business to increase the likelihood of approval for an SBA loan?
- How do my financials look?
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Stephanie Michele Marketing & Sales | Insurance | Start-up 101
Stephanie Michele Marketing & Sales | Insurance | Start-up 101
Branding & Storytelling Digital Advertising Ready to Launch Sales Start-up Check List Starting a New BusinessMarketing and operations pro with a passion for innovative thinking. I've built brands across fashion, media, and home goods—and I even own an insurance company.
Ask me:
- What type of business insurance do I need?
- How do I build relationships with mentors and people that will be key to my success?
- How does your company culture effect your bottom line?
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Steven Silverman Professor & Brand Strategist
Steven Silverman Professor & Brand Strategist
Advisor by Industry C-Suite C-Suite & Executive Leadership Digital Advertising Investor Pitch Market Research Marketing & Sales Starting a New BusinessI help CEOs, founders, and marketing execs create brand strategy that drives better marketing investments and meaningful results.
Ask me:
- How can we better focus our brand to drive choice?
- How can you help us align our marketing around our brand?
- How can we get product, marketing, sales, and customer support all on the same page about our brand?
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TJ Robertson AI Marketing
TJ Robertson AI Marketing
I help brands scale with AI-powered strategy, deep audits, and video-first content—built to move fast and grow smarter.
Ask me:
- Why isn't my website ranking better in Google?
- How can I scale my content without sacrificing quality?
- How can I get more leads through inbound traffic?
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Valerie Allen Publicity & Podcasts
Valerie Allen Publicity & Podcasts
CEO of VAPR Public Relations helping brands get their story heard from start-up to scale-up. I’ve booked clients on top shows like The Today Show Good Morning America Jimmy Kimmel Live and The Tonight Show.
Ask me:
- How do you pitch media?
- How can PR help my bottom line?
- How does my story sound?
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Virginia Devlin C-Suite Advisor | Growth and Management
Virginia Devlin C-Suite Advisor | Growth and Management
I help agency owners and business executives achieve personal, business, and financial goals, drawing on my experience as founder and former CEO of Current Global, a $40M award-winning communications agency.
Ask me:
- Is my leadership structure working for my business?
- Is my brand proposition and positioning differentiated and competitive?
- Can my financial practices be improved to drive higher profit?
No advisors match your selected filters. Try adjusting your criteria.
Your Boarderline Portal
When you book a session, you'll get access to your own hub to manage your advisors, documents and sessions to track your growth.
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Your Board
Curate and manage your board of advisors.
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Share Updates & News
Communicate updates and add attachments to keep the ball always rolling.
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Your Monthly Schedule
Manage your appointments all in one place.
Julie Matzen & Holly Kissinger
Co-Founders
After 10+ years running Mayday, a boutique ad agency, Julie and Holly saw the gap: start-ups need expert advice without costly retainers. Sometimes entrepreneurs just need an hour of business therapy or a curated board of advisors. They need pros who get their hands dirty with honesty and real-world experience that only humans can deliver.
"Karin Djelaj offered helpful suggestions on how to enhance my homepage to tell a more engaging story. It was reassuring to talk things through and receive confirmation that the steps I was taking were correct.”
"Working with Brad Delava has been a game-changer for my business. His expertise in Google and new-business strategy gave me exactly the roadmap I needed. He explained everything clearly, prioritized what would make the biggest impact, and provided insights that I would have never found on my own."
Imogen Griffiths changed the way I think about marketing and how to make my brand visible. You don’t know what you don’t know and Boarderline broke down that barrier for me to gain insight that I would have been unable to access (or afford) in the start up stage.
How it Works
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1
Choose an Advisor
Browse experts or pick based on your challenge.
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2
Book a 30–60 Minute Session
Instant scheduling at a flat rate.
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3
Make progress fast
Walk away with clarity, a plan, and real-world next steps.
FAQ
How are your Advisors vetted?
Our Advisors are carefully selected and approved from a pool of seasoned experts. Each Advisor’s experience, specialization, credentials, and work is evaluated by our team to ensure each Advisor is able to offer best-in-class advice to our clients.
How much does it cost to connect with an Advisor?
Borderline is a pay-as-you-need-it service, so you only pay for a session when you have questions. The cost is $150 for a 30-minute session and $300 for a 60-minute session. If you book three consecutive Sessions in one order, receive 20% off total bill.
How do I know if an Advisor is right for me?
Our Advisor quiz is the best place to start finding your Advisor. In a few minutes, we can help match you with an Advisor that aligns with your needs. You can also browse our Advisors' experience, industry, and history to get a sense of what their specialty is. Still not sure? Our advice is to start with a short, 30-minute call to answer a few of your most pressing questions. If you feel it's a good fit, you can book them for a longer session.
How do I become an Advisor with Boarderline?
We believe in offering our clients a diverse range of Advisors and, as such, are always looking for talented, experienced people to join us. To ensure the quality of the service provided, we do have a thorough review process and there may be a waiting period if our roster is full. Please fill out our form if you would like to be considered.
What is the cancellation and refund policy?
You have until 24 hours before your scheduled Advisor Session to reschedule or cancel your Session for a full refund. If you miss the cut-off, you will not be refunded or issued a credit.
If your Advisor cancels at any time, you can choose one of the following options: a credit to reschedule with the originally booked Advisor or another Advisor, or a full refund.
How do I prepare for my Advisor Session?
Prior to your booked Session, you will be asked to fill out and submit a Questionnaire to help your Advisor prepare. This is to ensure that you can maximize your time with your Advisor. If you choose not to complete the questionnaire, you risk taking up a considerable amount of your allotted time explaining your company and challenges to your Advisor.