If a prospect fails to attend their scheduled appointment, we handle the rescheduling process for you. When a reschedule is successful, the new appointment time will be confirmed by both parties to meet accordingly. If we are unsuccessful rescheduling, the credits used to claim the appointment will be refunded in full back to your account.

Toggle your availability on/off for live phone call transfers with prospects wanting to speak with an advisor immediately rather than scheduling a future appointment. CLICK HERE TO DOWNLOAD.

Each appointment scheduled through our platform is exclusive to just the one financial advisor that claims the opportunity. After claiming an appointment, you will be the only financial advisor with access to the prospect's name, contact information, and the video chat link.

Appointments are scheduled by the prospect when looking to meet with a matched financial advisor. We utilize an internal calendar module for prospects to select an appointment time based on their availability. Appointments can not be scheduled sooner than 24 hours of the current time, or later than 7 business days in advance.

Every day new appointments are added to our advisor dashboard. All advisors can claim whichever appointments they want, and can disregard any appointments that are not the right fit. Once an appointment is claimed by one advisor, all other advisors are unable to claim the same appointment. All appointments are claimed on a first come first serve basis.

Be a part of our trusted advisor network, and begin meeting with prospective clients that are taking the first step towards an advisor-client relationship. Our objective is to work with the best financial advisors, and match them with individuals looking to discuss their retirement options and learn more about the value that you can provide in their unique situation.

Load your account with credits and apply them towards appointments you want to claim. No minimum purchase required. Get your credits back if the prospect doesn't attend. Appointments range from 1-15 credits based on investable assets ($200/credit - bulk credit options also available).