Pay per call for financial advisors.
RRSPs, retirement and a first real plan. People call when they're ready to sit down with someone.
By application only. We work with a few financial advisors in each area, so every business applies and we tell you if your area is open.
Limited spots: we partner with up to 5 financial advisors per area.
Exclusive calls
Never resold or shared. Once a call qualifies, that customer is yours, and so is their future business.
Qualified calls only
A service you offer, in an area you serve, from a real caller. Everything else is free.
No long contract
Calls come out of a prepaid retainer. Withdraw what's left any time you're in good standing.
The calls you pay for.
Examples of the kinds of calls we send, for illustration.
“I'm turning 60 and want to know if I can retire early.”
- Job
- Retirement
- From
- Nanaimo, BC
“We just had a baby and want to start an RESP.”
- Job
- RESP
- From
- Québec City, QC
“I sold my business and need help deciding what to do with the money.”
- Job
- Business owner
- From
- London, ON
Calls you can ask for.
- Retirement planning
- RRSP and TFSA advice
- RESPs for kids
- Estate planning
- Planning for business owners
Not on your invoice.
- Callers looking for a loan$0.00
- Questions about a bank account$0.00
- Sales and solicitation calls$0.00
- Short calls that weren't real customers$0.00
Calls of 60 seconds or more count automatically. Shorter calls are checked by our team one by one, and you only pay for the ones that were real customer calls.
When the phone gets busy.
Peaks in RRSP season in January and February, with another rise near year end. Lock in your spot before the busy months.
Busiest: Jan, Feb
More in professional services.
Every industry we serveApply to see if your area is open.
We only partner with a few financial advisors in each area. Tell us where you work and we'll let you know.
Apply for a spot