Expand your client base faster, easier, and cheaper.
Welcome to Money Pickle, the revolutionary solution for growing your financial advisory business. Our one-of-a-kind platform makes it effortless for you to connect with new leads, showcase your proficiency, and forge lasting relationships with clients, all in one convenient location. Experience the future of financial advisory services with Money Pickle.
GET STARTED NOW
The Money Pickle platform is great for financial advisors who are:
Building a book of business
Dealing with an aging book of business
Pursuing Business Growth Goals
Navigating Industry and Economic Changes
Maximizing ROI on their marketing budget
How it works
Choose a membership:
Become a member and gain access to our cutting-edge platform that connects you with individuals actively seeking financial advice. Harness the power of Money Pickle to build your brand, expand your business, and seize new opportunities within the financial advisory industry.
Become a trusted advisor:
As a financial professional at Money Pickle, you have the opportunity to establish yourself as a trusted advisor in the industry. By adhering to our standards and demonstrating proficiency, you'll build trust with clients and position yourself for long-term success.
Connect with prospects:
Our platform acts as a bridge between you and potential clients who are actively seeking financial advice. By joining Money Pickle, you tap into a network of individuals who are ready to engage and benefit from your proficiency.
Our requirements
To become a Money Pickle trusted advisor you must meet the following criteria.
Qualification
Be a CFP, Fee-Only Fiduciary, or Hybrid Financial Advisor, ensuring comprehensive and unbiased advice.
Professional
Have 5+ years of experience, demonstrating a deep understanding of market dynamics and financial planning techniques.
Trust
Maintain a clean standing on BrokerCheck, ensuring trust and transparency.
Transparency
Agree to our code of conduct, which upholds the highest ethical standards, fostering trust and strong advisor-client relationships.
