For Financial Advisors

The retirement introduction
others can't provide.

Every RetirementCheck101 introduction arrives with a complete, self-documented retirement profile — contribution gaps, plan types, income, horizon, and risk tolerance — before you say a word. Not a clicked form. A committed prospect.

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12
Questionnaire sections completed before introduction
20min
Average time a prospect invests documenting their gap
100%
Exclusive — one advisor per introduction, per market
0%
AUM haircut. Flat subscription. No back-end revenue share
The Real Cost of Cold Leads

You already know
what's broken.

"Advisors spend thousands on SmartAsset or Ramsey leads and get contact rates under 10%."
— Prospeo Financial Services Benchmarks, 2026
📉
Contact rates below 10% on major platforms Shared leads, minimal intent signal, no profile data — you're cold-calling a name, not starting a conversation.
⚠️
Median advisor CAC hit $3,800 in 2025 Up 75% since 2021. Marketing efficiency dropped from $1.20 to $0.60 in new revenue per marketing dollar spent.
🔁
Ramsey SmartVestor shares each lead with 3 advisors You're not buying an introduction — you're entering a race with two other advisors to the same prospect.
The Honest Comparison

What you're
actually buying.

Every platform claims to deliver qualified leads. Here's what the data shows — and how RetirementCheck101 is built differently from the ground up.

RetirementCheck101 SmartAsset AMP Zoe Financial Ramsey SmartVestor
What you receive ✓ Complete 12-point retirement profile with every introduction Name + email from a form submission Name + email, advisor-matched Name + email from Ramsey site visitors
Intent signal ✓ 20-min self-documented retirement gap analysis ~ Clicked a matching form ~ Clicked a matching form ~ Clicked a matching form
Lead exclusivity ✓ 100% exclusive per advisor market ✗ Shared with multiple advisors ~ Partially curated ✗ Shared with 3 advisors per lead
Prospect asset profile ✓ Contribution gaps, plan types, income quantified ~ Self-reported asset range (~$1.15M avg) ~ Fee-only clients, limited profile ✗ Debt-focused audience, $50K–$100K avg assets
Cost structure ✓ Flat monthly subscription ~ ~$5,000/month subscription ✗ Perpetual % of AUM — pay forever on every client ~ Monthly flat fee to program
Advisor requirements ✓ Registered fiduciary ✓ SEC-registered, no disqualifying disclosures ✗ Fee-only only, CFP/CPA/CFA required, dual interview ~ Commission-based advisors accepted
Retirement planning focus ✓ 100% — every prospect is retirement-planning ~ General wealth management ~ General wealth management ~ Debt payoff to investing pipeline
Data received with introduction ✓ Full profile: income, plan type, gaps, age, spouse, risk, horizon ✗ Name, email, asset tier only ✗ Name, email, asset tier only ✗ Name, email only

Sources: Advisor Perspectives (Feb 2024), Prospeo Financial Services Benchmarks (2026), Ramsey Solutions SmartVestor program documentation, SmartAsset AMP public materials. RetirementCheck101 pricing subject to availability.

The Introduction Package

What arrives in your inbox
with every introduction.

SmartAsset sends a name and an asset tier. RetirementCheck101 sends a file. Here's what you'll know before you make the first call.

Sample Introduction Profile
Age & Filing Status 57, Married Filing Jointly
Employment Type W-2 + 1099 SE income
Current Plan 401(k) — maxed at $23,500
Solo 401(k) Gap Identified $46,500 untapped (SE income)
IRA Eligibility Backdoor Roth — both spouses
HSA Eligibility $9,550 available (family + 55+ catchup)
Retirement Horizon 7–10 years
Risk Profile Moderate-Aggressive
Future Events Noted Home sale in 3 yrs, inheritance expected
Total Annual Gap $63,050 in uncaptured tax advantage

Illustrative profile based on 2025 IRS limits. Actual data from completed questionnaire.

📋
12 sections of self-documented data Income type, employer plans, IRA eligibility, HSA status, self-employment, spouse, risk profile, and retirement horizon — all completed before the introduction.
🎯
Specific gaps, not vague interest You receive the dollar value of each untapped tax-advantaged vehicle. Walk into the first call knowing exactly what to say.
🔒
Exclusively yours One advisor per introduction. No race to call first. No competing against two other advisors who paid for the same name.
✅
Consent-first delivery Every prospect explicitly opted in to connect with a financial advisor. Compliant introduction, warm handoff, documented consent.
Process

From enrollment to
first conversation.

01

You request access

Tell us your target market geography, ideal client profile, and AUM range. We confirm availability in your area and set your subscription.

02

Prospects complete the analysis

Individuals work through the 12-section RetirementCheck101 questionnaire. Those who opt in to advisor contact are matched to you by geography and profile fit.

03

You receive the profile

Full retirement profile lands in your inbox. Contact details, gap analysis, plan data, and suggested conversation openers — everything needed for a warm, informed first call.

Advisor Subscriptions

Straightforward pricing.
No AUM haircut. Ever.

Flat subscription. Exclusive introductions. Cancel anytime after the first 90 days.

Standard
$1,500/month

5 exclusive introductions per month with full retirement profiles. Ideal for solo advisors building a retirement-focused pipeline.

  • 5 exclusive introductions / month
  • Complete 12-section retirement profile
  • Dollar-value gap analysis included
  • Geographic exclusivity in your market
  • Consent-documented, opt-in contacts
  • 90-day minimum commitment
Request Standard Access
Most Popular
Growth
$2,500/month

10 exclusive introductions per month plus priority matching. Designed for advisors ready to scale a retirement-specialist practice.

  • 10 exclusive introductions / month
  • Complete 12-section retirement profile
  • Dollar-value gap analysis included
  • Priority matching — highest-gap profiles first
  • Geographic exclusivity in your market
  • Dedicated account contact
  • 90-day minimum commitment
Request Growth Access

Compare: SmartAsset AMP ~$5,000/month for shared leads. Zoe Financial: perpetual % of AUM on every closed client, no exit. RetirementCheck101: flat fee, exclusive, yours to keep.

Advisor Access Request

Start your
first conversation.

Tell us about your practice. We'll confirm market availability and schedule a 15-minute call to review your profile and onboarding.

By submitting, you agree to be contacted by a RetirementCheck101 advisor success team member. Educational platform only — not affiliated with the IRS or any government agency.