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.

REQUIREMENTS:

• Be a 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!