Money Pickle is the only advisor prospecting service that provides pre-booked, exclusive, guaranteed-held appointments AND exclusive, never-shared leads — from qualified individuals. Join today at no cost.
No long-term contract required. Pre-paid credits for appointments still apply. Cancel before your trial ends if you don't want to continue.
Reported 15.1% average client conversion rate
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. If we're unsuccessful rescheduling, the credits used to claim the appointment are refunded in full back to your account.
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.
Every day, new appointments are added to our advisor dashboard. All advisors can claim whichever appointments they want and can disregard any that aren't the right fit. Once an appointment is claimed by one advisor, all other advisors are unable to claim the same appointment. First come, first served.
Appointments are scheduled by the prospect when looking to meet with a matched financial advisor. We use an internal calendar module for prospects to select an appointment time based on their availability. Appointments cannot be scheduled sooner than 24 hours from the current time, or later than 7 business days in advance.
Be part of our trusted advisor network and meet with prospective clients who are taking the first step toward 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 about the value you can provide in their unique situation.
Load your account with credits and apply them toward 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 discounts available).
Prospects who completed our full intake questionnaire but didn't select an appointment time within our 7 business day timeframe are available as exclusive leads — one advisor per lead, never resold. Purchase exclusive leads individually and instantly conduct your own outreach.
Sign up in under two minutes. Pick either the quarterly or annual access plan — both start with 90 days on us. Credit purchases for appointments and one-time lead purchases still apply during your trial — the 90-day trial waives the platform access fee only. Cancel before your trial ends if you don't want to continue.
New appointments and exclusive leads are published to your dashboard twice daily Monday through Friday (10am and 3pm CT) and once daily on weekends (3pm CT) — all adjusted to your local time zone. Email notifications fire the moment new opportunities go live.
Every appointment and lead comes with a full financial profile: investable assets, age range, income, meeting type, topics of interest, and any self-provided notes from the prospect. ~70% of appointments also include Catchlight-verified data. Apply filters to align with your ideal clients.
Appointments are claimed with credits — 1 to 15 credits per appointment primarily based on the prospect's investable assets ($200 per credit, bulk credit discounts available). Exclusive Leads are one-time purchases ranging from $50 to $200 by asset bracket. Both are always exclusive to you alone, never resold.
For appointments, the meeting is already scheduled by the prospect — we manage prospect confirmations and reminders. If the prospect no-shows and we can't reschedule, your credits are returned in full. For leads, full contact information unlocks the moment you purchase, so you can run your own outreach on your own timeline. Everything you claim or buy is tracked inside your dashboard's Activity Tab.
To maintain a high-quality advisor network, we work exclusively with fiduciary advisors who meet all four of the following criteria.
Comprehensive, unbiased advice. Money Pickle does not work with commission-only financial professionals.
Demonstrated understanding of market dynamics, financial planning techniques, and client relationships.
Trust and transparency verified through FINRA's public advisor registry.
Agreement to Money Pickle's ethical standards that uphold trust in every advisor-client relationship.
Money Pickle is registered with the SEC as an Internet-Only Registered Investment Adviser. Every partnered advisor signs our Referral Arrangement Agreement, which formalizes the compensation exchange under the SEC Marketing Rule and covers both appointments and exclusive leads.
Get a sample of real prospect details so you can preview exactly how we qualify and schedule meetings for advisors.
View survey results here
Data received 07/2024
