ProFinder is a platform that matches expert financial planners with their ideal clients. It uses a smart algorithm that optimizes time, money, and satisfaction for both parties. Planners only pay a low platform access fee and a fair success fee when they book a client.
Say goodbye to ads, marketing, and hard selling. ProFinder connects financial planners with their best matched clients, providing a platform for confirmed bookings without the hassle. By saving on advertising and marketing, you can focus on delivering excellent customer experiences and growing your business exponentially. Receive mobile alerts from matched clients in your area and secure bookings quickly and easily on being selected.
ProFinder is the ultimate platform for financial planners. Whether you are a tax advisor, a retirement planner, or a wealth manager, we have the perfect clients for you.
How do we do it? We use a smart algorithm that analyzes your profile, preferences, and availability, and matches you with clients who are looking for your services. You just have to focus on what you do best and fill up your calendar with confirmed bookings from ideal clients. Ready to join ProFinder? Sign up now to get started.
ProFinder lets you customize your client profile preferences in your account. This way, you can get notified on your mobile device whenever a client who matches your profile needs your services. You can then respond to the client requests, quote your fees, and on winning, arrange bookings privately. No more wasting time on cold calls, running ad campaigns or tire-kickers. With ProFinder, you can achieve your financial goals and objectives faster and easier.
ProFinder gives you the flexibility to choose your own work pace and lifestyle. You can turn off the lead feature when you want to take a break or when your calendar is full. You can turn it on again when you are ready to receive instant mobile alerts from your ideal clients. You don’t have to pay for the leads, just the nominal monthly platform access fee and a reasonable success fee when you book a client.
ProFinder is the ultimate service for financial planners who want to work smarter, not harder. With ProFinder, you can increase your revenue and reputation, find your ideal clients, and achieve your financial goals and objectives.
We are committed to your success and satisfaction. We provide you with data-driven insights, tips, and resources to help you grow your business. We also have a dedicated support team that is always ready to help you with any issues or questions.
Have a question about ProFinder? You can find answers to the most frequently asked questions here.
ProFinder is the ultimate platform for matching financial planners with their ideal clients. ProFinder gives you the flexibility to choose your clients, your own work pace and lifestyle. You can turn off the lead feature when you want to take a break or when your calendar is full. You can turn it on again when you are ready to receive instant mobile alerts from your ideal clients. You don’t have to pay for the leads, just a reasonable success fee when you win a client using the platform.