Frequently Asked Questions
What counts as a "verified meeting"?
A verified meeting is a scheduled conversation between you and the prospect that actually takes place. If a prospect doesn't show up or cancels, you don't pay. We verify each meeting through confirmation from both parties.
Are there any upfront costs?
No. There are no setup fees, monthly retainers, or hidden costs. You only pay when we deliver a verified meeting with a qualified prospect.
What does exclusivity mean?
When we introduce a prospect to you, we will not introduce that same prospect to any other partner in your sector for the duration of the exclusivity period. This ensures you have a fair opportunity to win their business.
How do you qualify prospects?
Every prospect goes through our qualification call where we verify their situation, asset levels, timeline, and explicit interest in speaking with an adviser. We only make introductions when both parties are ready for a meaningful conversation.
Can I pause or cancel anytime?
Yes. There are no long-term commitments. If you need to pause introductions for any reason, simply let us know. You can resume whenever you're ready.