Pre-Booked. Exclusive. Guaranteed-Held. Hand-Selected.

The only platform that delivers exclusive, pre-scheduled appointments with qualified prospects. Only pay when appointments are held. No shared leads. No obligation per appointment.

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Reported 15.1% average client conversion rate

Quarterly Plan

$1,350 for 3 Months
$675 for 3 Months

Join before 7/31/26 for half-off access
3-month renewal cycle
Add credits as you go ^*
Access exclusive, guaranteed-held appointments
Access live phone call transfers

Join Quarterly

Annual Plan

$3,780 for 1 Year (30% addtl. savings)
$1,890 for 1 Year (30% addtl. savings)

Join before 7/31/26 for half-off access
12-month renewal cycle
Add credits as you go ^*
Access exclusive, guaranteed-held appointments
Access live phone call transfers

Join Annually

Get 50% Off Platform Access!

Appointment volume has exceeded current advisor capacity. New advisors who join before July 31, 2026 get 50% off platform access so we can align the backlog of qualified prospects with advisors. Join with promo code APPOINTMENT.

Credits for held appointments still apply: only pay when your prospects attend.

Interactive Calculator

Money Pickle — Advisor ROI Calculator

Adjust the inputs to model your potential return on Money Pickle appointments.

Your inputs

Adjust to match your practice.

Access plan

Appointments claimed per month 5

How many pre-booked appointments you plan to claim each month.

Avg credits per appointment 6

Expected credit range by investable assets (averages — additional profile details influence pricing):

$100K–$499K → 1–3 credits
$500K–$999K → 3–5 credits
$1M–$2.9M → 5–8 credits
$3M+ → 8–15 credits

Credit purchase size 15-pack (5% off)

Bulk discounts apply to your effective credit cost.

Expected attendance rate 55%

MP historical avg = 55%. Video chat meeting type, higher-asset prospects, and self-provided notes trend higher.

Client conversion rate (held → client) 15%

MP 2024 advisor survey avg = 15.1%. Range: 10%–50%+.

Avg new client AUM $300,000

Typical AUM you'd manage per new client from MP.

Your annual AUM fee 1.00%

Your typical annual advisory fee.

Avg client lifetime 5 years

Industry avg client retention: 5–7 years.

Assumed avg annual AUM growth 6%

Applied to client AUM year-over-year for lifetime revenue projection.

Your projected outcome

Based on your inputs — live updates as you adjust.

Year 1 ROI on MP investment

--x

Year 1 revenue vs. total MP cost

New clients / year

from MP appointments

New AUM / year

total assets added

Year 1 revenue

from MP-sourced clients

Client lifetime revenue

over avg lifetime, w/ growth

Cost per meeting held

access plan + credits used

Cost per new client

all-in acquisition cost

Annual cost breakdown

Access plan (annualized)--

Credits used on held meetings--

Credits returned (no-shows)--

Total annual MP cost--

Meeting flow

Appointments claimed / month--

Meetings held / month (after attendance)--

Meetings held / year--

Months to first new client (avg)--

Calculated as 12 ÷ (new clients per year). Actual timing varies — some months may close two, others none.

Year 1: Revenue vs. Cost

Revenue

MP Cost

Year 1 profit --

Adjust the inputs to see how your practice profile shapes ROI.

Ready to talk through your numbers?

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How the math works: Attendance rate is applied to claimed appointments — credits are only "used" when a meeting is actually held. Conversion rate is applied to held meetings to project new clients. Year-1 revenue = new clients × avg AUM × AUM fee. Client lifetime revenue compounds the AUM growth rate over the client lifetime (geometric series of annual fees on a growing AUM balance).

Assumptions to know: Model assumes steady-state claim rate. Doesn't account for held meetings that "roll over" into later-year conversions (some MP clients convert 6–12 months post-meeting — real-world numbers may exceed the model). Client lifetime revenue projects AUM growth compounding annually — actual returns will vary with markets and client contributions/withdrawals. Doesn't include time-to-first-client stochasticity (some months you'll close, some you won't). MP historical averages are noted next to relevant inputs.

Real advisor growth through Money Pickle

150+ financial advisors already taking appointments and live handoffs.

Advisor Dashboard for Lead Generation and AUM Growth:

Why Choose Money Pickle for Qualified Advisor Leads?

Guaranteed-Held Appointments

Live Phone Call Transfers

Prospect Exclusivity

Pre-Scheduled Date and Time

You Select Your Appointments

A Trusted Community with Intent

Pay As You Go

Get Started

How it works:

Get notified of new appointments daily

New appointments are posted twice per day Monday through Friday, and once per day Saturday and Sunday.

Log in at your own convenience

There are no requirements or obligations for using the advisor dashboard. You are in full control over when you engage with the platform.

Review each prospect's appointment details

'Read More' provides insights into the prospect's life stage and financial profile, including age, income, topics, investable assets, and typed notes. Full name, contact details, and the respective video chat link are revealed after an advisor claims the exclusive appointment.

Only pay for held meetings

You're in control of which appointments you select, and if the prospect doesn't attend, then you don't pay. In the instance of a no-show, Money Pickle will handle the rescheduling for you—if there is no success, your credits are reimbursed in full.