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.

USD $100 to $2000 per booked appointment

Book a fit call See the pricing table

You pay

USD $100 to $2000

per booked appointment, September 2026

If it fails a gate

Replacement rules agreed before launch

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, September 2026

USD $100 to $2000 per booked appointment.

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 $2000, indicative per qualified booking; audience, geography and qualification determine the quote.
Setup fee	None.
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 replaced. 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.

Prices reviewed monthly, last update September 2026. Full terms on the lead agreement page. All three offers side by side on the pricing page.

Want a price for your market?

Book a fit call Or contact us for more information

What counts as a billable booked appointment

What we check against the agreed profile.

Gate 1: Fit

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 is tracked separately and does not change the booking trigger. Cancellations are eligible for replacement, no-shows are excluded from replacement, 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 booked under the agreed qualification criteria
Attendance status	Tracked separately; cancellations are replacement-eligible, no-shows are not, and reschedules remain visible

This is what lands in your CRM.

Book a fit call Or contact us for more information

How it works

How it works. Timing is quoted after the audience, geography, qualification and calendar requirements are approved.

1
You tell us who you want
Region, company size, titles, triggers, and the do-not-contact list. In writing. That document is what every booked appointment is measured against.
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 booked and meets the written qualification criteria. Attendance is measured separately. Bookings with wrong fit, invalid details, duplicate records, or cancellations receive replacements rather than refunds. No-shows remain billable and are excluded from replacement. 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

Vivin 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 booked	May bill on attendance, activity, hours, or a monthly retainer
Pricing	Custom quote within an indicative USD $100 to $2,000+ planning band	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 excluded	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

Same vertical, other models: Pay-per-lead for financial advisors .

Ready to talk?

Book a fit call Or contact us for more information

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 $2,000+ per qualified booking. The exact quote follows the audience, geography, qualification, scheduling complexity, and handoff requirements. The low end is not available in every niche.

When is an appointment billable?

A qualified appointment is billable when the prospect explicitly accepts a specific date and time and the booking meets the criteria in the agreement.

Are attendance and no-shows part of the billing trigger?

Attendance is tracked separately from the booked-appointment billing trigger. Cancellations are eligible for replacement, no-shows remain billable and are excluded from replacement, 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 excluded from replacement.

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.

Book a fit call Email [email protected]

Page updated September 4, 2026. Vivin Facilitators Ltd., Ottawa, Ontario, Canada. Serving Canada and the United States.

Get a lead plan and price for your market

Tell us who you want to reach and where. Our team reviews your inquiry, confirms fit, and prepares a written scope and quote for your market.

✓A review of your audience and market
✓Written scope and pricing once fit is confirmed
✓A contact request, with no newsletter signup

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