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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Our 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:
Qualifications & Membership:
After you verify that all qualifications are met, select a membership option to gain access to our financial advisor dashboard. Money Pickle will approve or deny inquiries within 48 hours of sign up.
View & Claim Appointments:
With zero obligation, you are in total control over which appointments you take, and how many of them. Begin claiming appointments based off the individual's provided information, notes, and appointment time.
Meet with Prospects:
We guarantee held appointments, or it's your money back. No more cold outreach, and no more phone tag. Provide insight, and discuss how you can offer further value in an advisor-client relationship.
Our requirements
To become a trusted advisor on Money Pickle, you must meet the following criteria.
Qualifications
Be a 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 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.
