Booked meetings with people who asked to meet you.

$3,500 per cycle. A cycle is one calendar month from your effective date (the 15th to the 15th). The initial term is three cycles, then month to month at the published rate with thirty days notice.

Five scheduled appointments per cycle, booked by our in-house team directly onto your calendar, regardless of lead volume. An appointment counts when it is booked; attendance depends on the prospect and on you, so the guarantee is measured at booking.

Billing pauses. We keep working the account at no charge for up to thirty days, then up to thirty more. If five still have not landed after sixty days, you may cancel the remaining cycles with no termination fee. The moment the fifth appointment lands, the next cycle begins and the term resumes.

No. Every lead is 100% exclusive to you. A lead who asks for a different advisor is reassigned and replaced, and stops counting toward your five.

Vettra runs the ads, the Retirement Readiness Quiz (24 or more questions), and the personalized report. A qualified lead has finished the quiz and asked to be matched. Our concierge team texts, calls, and follows up until the meeting is on your calendar. You see every text, email, and call recording in your portal.

Three states where you are properly licensed, a bookable calendar with at least ten open hours across three business days a week, the ten written answers every advisor gives, and showing up to the meetings we book. Onboarding takes one sitting.