Explore our educational resources at your own pace. An advisor introduction is optional and starts with your application. Applying does not authorize sharing with an advisor.
Tell us what you need
Tell us about your business, ownership and the topics you would like to discuss. We use this information to review your application and prepare any introduction you request. You can review the information before authorizing it to be shared with an advisor.
Review the introduction
When an introduction is available, we identify the advisor or firm, explain the basis for the introduction and show the information that would be shared. Our criteria include regulatory and compliance history, relevant experience, location, investable assets and preferences for remote or in-person meetings. We are developing and testing the process. You can review the advisor's privacy notice and our compensation disclosure before deciding.
Choose whether to connect
If you authorize the introduction, we send the listed information so the advisor can contact you by email. You decide whether to continue the conversation or hire them. Agree any services and fees directly with the advisor. We do not monitor the advisor's ongoing performance or manage your account with them.
How we are paid
Participating advisors pay onboarding fees and fixed lead or package fees, whether or not you become a client. Our service covers participating advisors, not the whole market, and these payments give us an incentive to introduce visitors to them. Any material effect on a particular introduction is explained before you authorize it. An introduction is not a guarantee of suitability or results.
Questions? info@bizwealthfp.com