For advisors · Practice add-on
Clients who come
prepared.
RetiFlo's advisor marketplace connects individual users with financial professionals. When they reach out to you, they arrive with their full retirement plan already built — cash flow, tax situation, and goals. No cold starts. No wasted sessions.
The listing is a $19/mo add-on to a RetiFlo advisor subscription — switch on discovery for any advisor seat. Already running a practice on RetiFlo? Add it from your dashboard in one click.
The difference
The first conversation should be about what to do — not who they are.
Traditional first meeting
- ·40 min collecting basic financial data
- ·15 min explaining their situation
- ·5 min on actual planning
- ·Schedule follow-up to "go deeper"
With RetiFlo
- Review their plan the night before
- Arrive knowing their numbers
- Full session on decisions and priorities
- They leave with a concrete next step
Why it works
Better clients. Better conversations.
Found by the right clients
Users who seek an advisor through RetiFlo are already engaged in their planning. They're not tire-kickers — they're ready for a professional conversation.
No cold starts
Every connection comes with the client's plan pre-attached. You know their cash flow, tax situation, and risk profile before your first call.
Context, not intake
Skip the two-session data-gathering process. Spend your time on decisions that need your expertise — not capturing what's already in the system.
The process
How connections work
§ I
Create your advisor profile
Set up your listing with your specialties, credentials, and service offerings. Your profile is visible to RetiFlo users who request a professional connection.
§ II
A client requests a connection
When a user wants professional guidance, they request to connect from their RetiFlo dashboard. You receive a notification with a preview of their plan.
§ III
Review their plan before your first call
Once you accept, you get full access to their RetiFlo plan — cash flow, tax situation, assets, income. The first conversation starts from context, not scratch.
Pricing
A simple add-on. No lead commissions.
Added to your advisor seat. No per-referral fees, no percentage of client revenue. Ever.
Marketplace listing · add-on
+$19
/month
or $190/year (~2 months free) · on top of your advisor seat
- Requires an active advisor seat ($149/mo)
- Listed in the RetiFlo advisor directory
- Receive connection requests from users
- Full plan access upon connection
- No per-referral fees
- Cancel anytime
Get listed
Your next great client is already planning.
They just need someone who already knows their numbers.
Add marketplace to your practice