Pay-per-appointment for Financial advisors in Canada and the US
Pay-per-appointment for Financial advisors
Arrange sales conversations around your financial advisory practice's target customers. Agree the buyer profile and meeting criteria so your team has the context it needs to prepare.
Pay-per-appointment for financial advisors means you pay per attended appointment with a buyer who meets the criteria we agree in writing. Pricing runs USD $100 to $500 per attended appointment, quoted for your market. It is billable when attended (held). Wrong-fit, invalid, duplicate and cancelled bookings are replaced. No-shows are not billed.
Eligible issues are replaced under written criteria
Time to first booked appointment
Timing is quoted after the audience, geography, qualification and calendar requirements are approved
No setup fee
Built for
✓ Independent advisors, planning firms, and wealth managers with a clearly defined client niche and service.
✓ Licensed practices with a documented discovery process and appropriate marketing-compliance review.
✓ Teams that can document the approved geography, buyer, need, booking rules, and scheduling requirements.
✓ Teams with seller availability for qualified bookings and a process for tracking attendance and downstream outcomes.
Not for
× Teams that cannot define their target customer, service area, or valid opportunity criteria.
× Teams unwilling to provide current-customer, open-opportunity, conflict, and do-not-contact exclusions.
× Teams expecting guaranteed revenue, customers, signed contracts, or return on investment.
× Teams seeking a universal fixed price without a market-specific qualification review.
Pricing
Pricing and what is included.
Indicative budget only. The custom quote reflects audience scarcity, geography, qualification, scheduling complexity, and handoff requirements. The low end is not available in every niche.
Fee
USD $100 to $500 indicative per attended appointment; audience, geography and qualification determine the quote; every fee is listed in your written quote before you sign.
Setup fee
None.
Billing event
An appointment is billable when attended (held) under the agreed qualification criteria.
Volume
Sized to your market on the call. You set the monthly cap and the calendar availability.
Replacements
Wrong fit, invalid details, duplicates and cancellations are replaced under the campaign agreement. No-shows are not billed. Review and rescheduling rules are agreed before launch.
Term and notice
Defined in the signed agreement.
Delivery
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
Time to first booked appointment
Timing is quoted after the audience, geography, qualification and calendar requirements are approved.
The prospect matches the geography, customer type, service category, and exclusions recorded in the agreed profile for financial advisors.
Gate 2: Authority
The attendee makes their own financial decisions and, where a spouse or business partner is a co-decision maker, agrees to include them or to book a second meeting with them.
Gate 3: Need
The prospect confirms during qualification a stated planning need or a dated trigger, such as a business sale, a succession plan, a large retained earnings balance, a change of advisor, a retirement date, or a group retirement plan for staff.
Gate 4: Booked appointment
The qualified prospect explicitly agrees to a specific date and time and supplies the contact and scheduling details required for a valid booking. Attendance determines the billing trigger. Cancellations are eligible for replacement, no-shows are not billed, and reschedules remain a separate tracked status.
What never counts
The prospect falls outside the agreed geography, customer type, service category, or need.
The prospect is a duplicate, current customer, active opportunity, conflict, or suppressed contact under the agreed rules.
The buyer role or stated need does not meet the agreed qualification criteria.
The prospect did not explicitly accept a specific date and time or the booking details cannot be supported by the record.
The person has opted out or the appointment cannot lawfully be delivered.
What you receive
What a delivered booked appointment looks like.
Every booked appointment arrives with these fields and the evidence behind them. Details below are illustrative examples, not client results; the structure is exact.
Record type
Illustrative booked appointment for financial advisors, not a client result
Market
Agreed US or Canada territory and customer segment
Buyer
Role and authority recorded against the agreed profile
Need
The prospect confirms during qualification a stated planning need or a dated trigger, such as a business sale, a succession plan, a large retained earnings balance, a change of advisor, a retirement date, or a group retirement plan for staff.
Booking
Specific date, time, contact, and scheduling details accepted by the qualified prospect
Billing status
Billable when attended (held) under the agreed qualification criteria
Attendance status
Tracked separately; cancellations are replacement-eligible, no-shows are not billed, and reschedules remain visible
How it works. Timing is quoted after the audience, geography, qualification and calendar requirements are approved.
1
You tell us who you want
Service area, customer type, the work you want and any exclusions. We agree the criteria in writing so every booked appointment can be checked against the same standard.
2
We do the work
Vivin runs the approved acquisition and qualification process, then books an eligible contact onto the agreed calendar.
3
You get it with proof
Booked through the agreed calendar workflow with the source and available qualification evidence attached.
What a qualified booking for financial advisors means
A qualified booking starts with the agreed customer profile, a relevant need, and a buyer who explicitly accepts a date and time. For this market, the authority test is specific: The attendee makes their own financial decisions and, where a spouse or business partner is a co-decision maker, agrees to include them or to book a second meeting with them.
The need is also specific to the work being sold: The prospect confirms during qualification a stated planning need or a dated trigger, such as a business sale, a succession plan, a large retained earnings balance, a change of advisor, a retirement date, or a group retirement plan for staff.
Billing, attendance, and quality review
The appointment is billable when it is attended (held) and meets the written qualification criteria. Attendance determines billing. Bookings with wrong fit, invalid details, duplicate records, or cancellations receive replacements rather than refunds. No-shows are not billed. Reschedules remain visible as a separate status.
How Vivin operates and measures the work
Vivin defines the approved buyer and booking rules with the client, selects suitable acquisition channels, qualifies prospects, and records the context behind each calendar booking. Reporting separates bookings from cancellations, reschedules, no-shows, held meetings, proposals, contracts, collections, and revenue so the service can be reviewed against the agreed billable event.
Compared with how Financial advisors usually buy
Pay-per-appointment vs attendance-based programs and retainers.
Factor
Vivin pay-per-appointment
attendance-based programs and retainers
Billing trigger
A qualified appointment is billable when attended (held)
May bill on attendance, activity or hours
Pricing
Custom quote within an indicative USD $100 to $500 planning band; every fee is listed in your written quote before you sign
Varies by audience, definition, source, and service scope
Attendance
Attendance, cancellations, reschedules, no-shows, held meetings, and downstream outcomes are tracked separately
Treatment depends on the provider agreement
Quality issues
Wrong fit, invalid details, duplicates, and cancellations receive replacements, not refunds; no-shows are not billed
Replacement and credit policies vary
Channels
Vivin selects the appropriate channels for the approved audience and offer
May rely on one channel or require separate providers
Evidence
Qualification and booking context accompany the calendar record
Available evidence depends on the provider and billing model
Questions independent financial advisors and wealth managers ask
Questions we get asked.
How much do booked appointments for financial advisors cost?
Indicative budgets range from USD $100 to $500 per attended appointment. The exact quote follows the audience, geography, qualification, scheduling complexity, and handoff requirements. The low end is not available in every niche. Every fee is listed in your written quote before you sign.
When is an appointment billable?
A qualified appointment is billable when the appointment is attended (held) and meets the criteria in the agreement.
Are attendance and no-shows part of the billing trigger?
Attendance determines the billing trigger. Cancellations are eligible for replacement, no-shows are not billed, and reschedules remain a separate tracked status.
What happens when a booking has an eligible quality issue?
Bookings with wrong fit, invalid details, duplicate records, or cancellations receive replacements, not refunds. No-shows are not billed.
Which channels does Vivin use?
Vivin chooses the appropriate channels for the approved audience and offer. The public service is defined by the agreed booking outcome, not by a fixed channel package.
Where are campaigns available?
Vivin serves approved markets in the United States and Canada. Exact geography and exclusions are confirmed in the quote and agreement.
Does a booked appointment guarantee attendance or a sale?
No. Booking, attendance, held meeting, proposal, close, collection, and revenue are separate stages. Each should be measured separately.
One clear next step
Tell us who you want to reach. We will give you a price for your market before you commit to anything.
A fit discussion. If the numbers do not work for your financial advisory practice, we will say so on the call.
