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Whenever someone Googles terms like “retirement planning” or “financial advisor near me,” our website shows up – whatever leads you’d expect to reach out after Googling those terms is who we get. We try to target wealthier individuals with our advertising, but lead quality varies greatly per lead and roughly follows the same bell curve as the distribution of wealth in America.

Our website gets more than 8 million visitors per year. We also have a hefty ad spend for keywords like “financial advisor near me” – try Googling that on your mobile phone and you’ll likely see our ad.

Sure, we’ll let you choose up to 3 specific articles after signup. It’ll be on a first come, first serve basis – but if an article is taken already, don’t worry, we will rotate advisors every few months.

For a much higher price point, we have staff who will call and vet the leads, sending you only leads who meet your investment minimum. Contact [email protected] if you’re interested in this program.

If you don’t have certain elements, such as a book to feature, we can toggle “hide section” for anything you don’t have yet.

We get an insane amount of leads, have excellent relationships with journalists, and have a killer Filipino VA team that handles most of the fulfillment of our offering.

In essence, your first month is a free trial since we offer a no-hassle, 100% money back guarantee. We’re so confident that you’ll love the value for the price point that if you are unsatisfied, we’ll also send you 5 more exclusive leads in addition to a full refund.