For RIAs & advisory firms

Exclusive retirement-planning appointments. Booked with prospects who fit your criteria.

We deliver advisory firms exclusive, pre-screened retirement-planning appointments — age, investable assets and your registered states, all qualified before they hit your calendar. Buy in prepaid blocks; any off-criteria appointment replaced free.

Exclusive — one firm per area
Screened to your criteria — or replaced free
Prepaid blocks — your spend funds the campaigns

Get pricing for your area

Tell us about your firm — if it's a fit, we'll book a 15-min call.

How it works

You run your practice. We fill your calendar.

You buy a block

Prepay an appointment or lead block — that funds the ad campaigns we run for your firm.

We run & screen

We run the campaigns and a screening assessment — age, investable assets, your registered states.

Appointments delivered

Qualified prospects are booked straight into your calendar, exclusive to your firm.

You advise & convert

You take the meetings. Any appointment outside the agreed criteria is replaced free.

Pricing

Prepaid appointment blocks

Exclusive, qualified, replaced free if off-criteria. Larger blocks, better per-unit rate. A leads-only tier is available too.

Starter

$2,000/appt

Block of 50 booked appointments

Exclusive to your firm
Replaced free if off-criteria

Bulk

$1,800/appt

Block of 100 booked appointments

Everything in Starter
Priority delivery pacing

Volume

$1,650/appt

250+ appointments / monthly retainer

Best per-appointment rate
Dedicated capacity

Prefer raw leads? Qualified-lead blocks from $425–$525/lead (100 minimum). Prices illustrative — confirmed on your call.

Quality guaranteed

Every appointment fits your brief — or it's replaced

Exclusive to your firm, screened to age, investable assets and your registered states. No shared lists, no chasing unqualified prospects.

Any off-criteria appointment, replaced free.

Questions

What advisors ask

How are the appointments qualified?+

Each prospect is screened against criteria agreed with you — typically age band, investable assets, and that they're in a state you're registered or exempt to serve — then booked into your calendar. Anything outside the brief is replaced free.

Whose compliance responsibility is the advertising?+

Yours. The consumer-facing ads and assessment are your firm's financial promotion — you (the registered firm) approve them. Amiri builds and runs the campaigns as your marketing partner; we don't give investment advice and make no representation as to assets, fees or returns.

Why prepaid blocks?+

Your prepayment funds the ad spend that generates the appointments — there's no separate ad invoice and no retainer to start. Larger blocks get a lower per-appointment rate.

Is it exclusive?+

Yes — one firm per area. Appointments are never shared with a competing advisor.

Start now

Book a call

We'll size the right block for your firm and your states.