Join our advisor dashboard.
HERE'S HOW IT WORKS:
Experience the convenience of having appointments pre-scheduled by potential clients, streamlining your client acquisition process. Gain an edge with exclusive access to each appointment, offered on a competitive first-come-first-serve basis. Select appointments that align with your preferences and enjoy exclusive access to the prospect’s details and a direct video chat link, simplifying your client engagement.
Enjoy the freedom to cherry-pick appointments that perfectly fit your ideal client profile, ensuring a tailored and effective advisor-client match. You are fully in control when determining which appointments you hand-select.
Benefit from a risk-free appointment system where you retain prospect contact information for future outreach, even if a meeting does not occur, with a credit refund for no-shows.
- Be a CFP, Fee-Only Fiduciary, or Hybrid Financial Advisor, ensuring comprehensive and unbiased advice.
- Have 5+ years of experience, demonstrating a deep understanding of market dynamics and financial planning techniques.
- Maintain a clean standing on BrokerCheck, ensuring trust and transparency.
- Agree to our code of conduct, which upholds the highest ethical standards, fostering trust and strong advisor-client relationships.
Elevate your advisory business with Money Pickle’s innovative, advisor-centric appointment generation system – start building your client base today!