Our ideal customer
Tax & Accounting
Goodwill donation for Qualified leads
Finders / Spotters fee
We require the following information about the lead 1)Name, Email, Phone Number, 2)Detailed description about the job requirements. Conversion Metric: Lead has to give up at least 30 mins of their time to hear a value proposition from one of our financial planners, brokers, accountants or lawyers. Note, the lead does not have to become a client, we just want qualified appointments. After above is satisfied, the donation payment will be logged and paid.
We enable "On Demand Wealth Management Advice". Consumers can post their needs or questions and within 15 minutes a talented adviser will provide them with a 30 minute consultation. We operate in the financial, insurance, tax and legal space.
Ratings & Reviews
Testimonials : click here
Rating : Unrated