Retirement Leads. Fair Pricing. Full Transparency.
Set your price and budget. Get retirement leads automatically.
✓No subscription. Pay only for leads you receive.
How Will You Receive Leads
Set Your Preferences
Define your ideal client: geography, minimum assets, retirement problem types (RMD, Social Security, Roth conversion). Set the price you're willing to pay for each lead quality level.
Set Your Weekly Budget
Tell us how much you want to spend per week. We'll never exceed your limit.
Receive Leads Automatically
When a lead matches your criteria, our system assigns it to you automatically. You pay the second-highest price, never your max.
Connect and Convert
Get full lead details instantly. Reach out while they're still engaged.
See Exactly What You Pay For
Every lead comes with a complete and detailed profile
Lead Profile
See full lead details before you buy.
How We Are Different
| Feature | Generic Lead Vendors | Frank Finly |
|---|---|---|
| Pricing | ✗Fixed high prices | ✓Second-price auction — pay just above next advisor's price |
| Lead Detail | ✗Basic contact info | ✓Full profile: age, state, assets, specific retirement problem |
| Specialization | ✗"Financial planning" | ✓Retirement only |
| Delivery | ✗Same lead to 4-8 advisors | ✓Auto-matched to best-fit advisor |
| Budget Control | ✗Monthly subscription | ✓Weekly budget you control |
| Commitment | ✗Long-term contracts | ✓No minimums, cancel anytime |
Why Advisors Choose Frank Finly
Retirement Specialization
Every lead is someone actively planning their retirement. They are looking for your professional help, and your expertise matches their needs.
Second-Price Auction
You set the maximum you’re willing to pay, but if you win, you only pay slightly more than the second-highest bid. For example, if your max is $200 and the next bid is $150, you pay $151.
Full Transparency
See complete lead profiles before they are assigned. Age, assets, account types, specific concerns, urgency level. There will be no surprises for you.
Rewards for Top Performers
Active advisors with strong track records earn tier upgrades. Gold tier — 5% discount. Silver tier — 3% discount. The better you perform, the less you pay.
You Control the Pricing
Set your price for each lead quality level. Set your weekly budget, and we handle the rest.
| Category | |||
|---|---|---|---|
| Roth Conversion | $250 | $180 | $120 |
| Social Security | $200 | $150 | $100 |
| RMD Planning | $220 | $160 | $110 |
| General Retirement | $180 | $130 | $90 |
| Weekly Budget Limit | $1,500 |
Set $0 for any category you don't want. Leads are assigned automatically when they match your criteria and price. You never pay more than your set price, but usually pay less thanks to the second-price auction.
Perform Well. Pay Less.
We reward advisors who are active and maintain quality.
Gold
Top 5%
Silver
Top 25%
Performance Factors
Tiers recalculate every month. Keep performing to keep saving.
For Professional Advisors Only
Verified Advisors Only
Every advisor on the platform should be credentialed. RIA, CFP, Series 65/66 required.
Refund Option
Does not the lead match the profile? Request a review within 7 days. We will make it right.
No Sales Pressure
Set your pace and budget. We never push you to spend more.
Your Data Stays Yours
We don't resell your or your client's information. Ever.
Frequently Asked Questions (FAQ)
How is this different from SmartAsset?
SmartAsset charges fixed high prices and sells the same lead to multiple advisors. We use a second-price auction — you set your max, but pay just above the next advisor's price. Plus, our leads are retirement-specific with detailed profiles.
How does the auto-accept system work?
You set your price for each lead quality level and your weekly budget. When a lead matches your criteria, our system automatically assigns it to you if you are the highest-priced advisor. You pay the second-highest price, not your max.
What if I don't get any leads?
You only pay for leads you receive. If no leads match your criteria and price, you pay nothing. There is no minimum spend.
Can I pause or change my settings?
Yes. Adjust your prices, categories, or weekly budget at any time. Changes take effect immediately.
How detailed are the lead profiles?
Every lead includes: age, state, retirement assets, account types, specific retirement concern, urgency level, and whether they have a current advisor.
What if a lead is misrepresented?
Request a refund review within 7 days. If the lead doesn't match the profile, we fix it.
How do I get started?
Apply below. We verify your credentials, set up your account, and you can start receiving leads within 48 hours.
Ready to Get Better Leads?
Join retirement-focused advisors who are done guessing and done overpaying.