Exclusive virtual appointments delivered to your calendar.
Welcome to Money Pickle, the revolutionary solution for growing your financial advisory business. Our one-of-a-kind platform makes it effortless to connect with your ideal prospects, fill your calendar with scheduled appointments, and begin lasting relationships with clients, all within one convenient location. Experience the future of financial advisory services with Money Pickle.
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As a partnered advisor with Money Pickle you get:
Pre-Scheduled Video Chat Appointments
Prospect Exclusivity
Zero Obligations
Guaranteed-Held Appointments
A Trusted Community with Intent
What to expect:
Notifications and schedule
New appointments are made available Monday through Friday at 11am and 4pm EST, and Sundays at 4pm EST. An email notification will be received at these times as a reminder. There are not any requirements to view the dashboard.
View all listed appointments
Before even clicking into each unique appointment, you are able to see the appointment type, time of appointment, credit amount, and state of residence.
When clicking to 'Read More', you can begin reviewing all provided inputs from the prospect when scheduling their appointment.
Review provided information
'Read More' will allow you to better understand the prospect's current life stage and financial profile. This information includes: Age, Income, Topics, Investable Assets, and optional free-typed Notes.
Full name and contact information remains concealed and only becomes available to the financial advisor that claims the appointment as an exclusive one-to-one match.
Claim scheduled appointments
Claim appointments that match your ideal client profile with no further obligations. You are in total control when determining which appointments are claimed. Start filling your calendar with booked appointments, and begin meeting with new prospects at the time they selected.
Our requirements
To become a partnered advisor with Money Pickle, you must meet the following criteria.
Qualifications
Be a Fee-Only or Fee-Based 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 industry 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.
