All appointments on Money Pickle 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. Appointment scheduling is available Monday through Friday between 9:00am - 8:30pm EST.

Each individual appointment scheduled through our platform is exclusive to just the one financial advisor that claims the opportunity. After claiming an appointment that matches your client preferences, you become the only financial advisor with access to contact information and the scheduled video chat link.

If a new scheduled appointment is not the right fit for you, there are no further obligations or requirements to take the meeting. Whether you have constraints in your availability, or the prospect does not match your ideal client profile, you are in total control over the appointments that you claim, and however many of them. There are no minimum or maximum requirements on future purchases.

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

Be a part of our trusted advisor network, and begin meeting with prospective clients that are actually interested in 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.