The five gates
1
They apply to the network.
Isaac and Spencer speak with them directly. Every advisor, no exceptions.
2
They answer our questions.
All of them, in writing. The full set is on the ten questions page. Nothing gets skipped.
3
We run their FINRA history.
An extensive background check for disputes, complaints, and anything on their record.
4
Everything has to come back clean.
If it does, they are accepted onto the program. If it does not, they are done.
5
We launch them.
Only then can they be matched with someone who took the quiz.
What we look for
Holistic planners who hold real securities licenses, carry clean records, explain how they are paid without flinching, and can walk through their planning process stage by stage. We ask where they stand on annuities, what their account minimums are, and who they are not right for, because an advisor who can’t answer that honestly isn’t ready for our network.