Retirement Leads. Fair Pricing. Full Transparency.
Set your price per lead tier. Pay only after you see the quality.
✓Post-payment. No subscription. No minimums.
How Will You Receive Leads
Set Your Bids Per Tier
Every lead has a specific retirement concern — RMD, Social Security, Roth, withdrawal strategy. The tier reflects asset level and depth of situation. You set how much you're willing to pay per tier.
Set Your Weekly Budget
Set your max bid per lead tier. Pay only the second-highest price (never your max). Post-payment — you pay after the lead is assigned, not before.
Receive Leads Automatically
Leads are assigned automatically via second-price auction. Every lead comes with a detailed profile — specific retirement problem, assets, age, state.
Connect and Convert
Review full lead details and route to the right advisor on your team. Reach out while they're still engaged.
This Is What a Lead Looks Like
Every lead comes with this level of detail. You pay after you receive it — and only for leads that match the profile.
Lead Profile
Every lead comes with this level of detail. You pay after you receive it.
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
Every lead you receive comes with a complete profile. Age, assets, account types, specific concerns, urgency level. Not a name and phone number — real data you can work with. And you pay after you've seen the quality.
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 max bid per lead tier. Post-payment — you pay after the lead is assigned. 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.
Post-Payment & Dispute
Every lead comes with a complete profile — you know exactly who you're getting. You pay after you've seen the quality. If the lead is genuinely misrepresented, you can dispute it.
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.
What if another advisor outbids me?
Your bid is per tier — if someone consistently bids higher on a tier, they'll get more leads in that tier. You can adjust your bids anytime. You only pay for leads you actually receive.
How do I get started?
Register at frankfinly.com/advisor and email [email protected]. We'll verify your credentials, confirm your profile, and you can start receiving leads.
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