Prospects who asked to talk, booked on your calendar.Exclusive to you. Approved by your compliance team.
The full FinancialAIvisor system
Regular price: $1,494Early Black Friday price: $497/month
Plus your own ad spend.
+ usage fees for texts and calls
$1,494 a month is the regular price of this same full system: Go Grow, Go Close, Go Engage and Go Give. Ad spend is separate at either price.
0days
00hours
00min
00sec
Ends Monday, November 30, 2026 at 11:59 pm Central.
We run ads in your name, your scheduling assistant replies to every inquiry in about a minute, and the review lands on your calendar. Every inquiry is yours alone, and we never take a share of your revenue, AUM or commissions.
Ads in your name find the people who want to talk. Your scheduling assistant answers and books them. Your compliance team signs off on all of it first.
Your own prospects. Never shared with other advisors.
Your ads run in your name, for your practice. When someone asks for a review, that inquiry comes to you and nobody else, and nobody takes a share of the fees when they become a client.
Every inquiry exclusive to your practice
Your brand, your landing pages, your contacts
0% of your revenue, AUM or commissions
Why it works: ads that offer a free review or a guide, never a product, built for the clients you serve and approved by your compliance team before they run.
Illustration, not live data
The lit homes are the few who answered an ad, not homes we chose to target. Financial ad rules don't allow targeting by age or ZIP code, and we don't. The light runs from each prospect to your office: they come to you.
Every inquiry answered in about a minute, day or night. Reviews booked on your calendar.
When someone asks for a review at 9:47 pm, your scheduling assistant replies in about a minute, offers times and books it. It never discusses products, returns or strategies, and it hands every money question to you.
Replies by text and website chat, around the clock
Booking, confirmations and rescheduling
Anything about money goes straight to you
Why it works: the assistant runs on a script your compliance team approves. If your firm prefers, it sends only pre-approved messages.
Illustration, not live data
The lit homes are prospects who reached out, not homes we chose to target. Financial ad rules don't allow targeting by age or ZIP code, and we don't. Each booking runs from the prospect to your office: they come to you.
The assistant handles the texts, follow-ups and scheduling. You do the reviews.
The chasing comes off your calendar and goes to the assistant. What stays on your week is the part that grows your practice: time with prospects who asked to talk.
Why it works: every inquiry gets a reply and a follow-up without you, and only the booked reviews land on your calendar.
Your week todayChasing
MTWTFS
Your week with Go CloseTo the assistant
MTWTFSAI
Callbacks
Texts
Follow-ups
Scheduling
Reviews with prospects
Time back
Illustration of a sample week, not live data
Illustrations, not live data. Results may vary.
How it works.
For each part of the system, the old way next to what to do instead.
Go Grow
Stop boosting posts to people who will never book.
The old way
You spend $1,000 boosting a post to everyone nearby. You get likes, clicks and "How much do you charge?" comments from people who never answer, and no booked reviews.
YPYour PracticeBoosted post
$1,000to boost it to everyone nearby
1.2K860 clicks48
JRHow much do you charge?No reply
TMHow much do you charge?No reply
ALHow much do you charge?No reply
Reviews booked0
What to do instead
Your ad goes out across the whole area. The few who want a review answer it, and they come to you.
AdFree reviewYour office3 reviews booked
Illustration, not live data
The lit homes are the few who answered the ad, not homes we chose to target. Financial ad rules don't allow targeting by age or ZIP code, and we don't. The ad reaches the whole area; the lines run from each prospect back to your office: they come to you.
How: Facebook, Instagram and Google campaigns in your name, with ads that offer a review or a guide and never name a product.
Go Close
Stop losing prospects to slow callbacks. Answer in about a minute.
Two ways to handle the pre-retiree who asks for a review at 9:47 pm.
Path 1: the old way
The request waits until morning. By the time you call, they've moved on.
A pre-retiree asks for a retirement review.
It lands in an inbox nobody checks at night.
You see it with your morning coffee and call. Voicemail.
They text back: "We already booked with another advisor."
They booked with another advisor.
Path 2: the assistant answers and books for you
At 9:47 pm your scheduling assistant replies, asks scheduling questions only and books the review. The callbacks, texts, follow-ups and scheduling move off your week.
Today
You
CallbacksTextsFollow-upsSchedulingReviews
Callbacks
Texts
Follow-ups
Scheduling
Reviews with prospects
With Go Close
You
Time backReviews
Assistant
Handledby the assistant
Illustration of a sample week, not live data
A sample week. Results may vary.
How: an AI scheduling assistant on text and website chat, working inside a script your compliance team approves. It never gives advice.
Go Engage
Stop hoping your website gets found. Show up where people ask.
The old way
Your website goes up, you hope Google finds you, and you wait for someone to fill out a form.
yourpractice.com
financial advisor near me
Your site: page 3?
0new form submissionsStill waiting
What to do instead
Your practice publishes useful articles and is set up for AI search. The visitor lands on your site, and your scheduling assistant books the review.
AI assistant
Who helps with retirement planning near me?
Your Practice works with pre-retirees and offers a free retirement review.yourpractice.com
yourpractice.com
Plan your retirementBook a review
Scheduling assistant
Hi! Would you like to book a free retirement review?
Yes, Thursday morning?
Booked: Thursday, 10:00 am
Illustration, not live data
How: weekly articles and posts in your voice, a custom website, and SEO and AI search optimization. Go Give adds guides and calculators that capture the visitors who are still researching.
Four systems. One monthly fee.
Everything in the full FinancialAIvisor system, for $497 a month.
Go Grow
Exclusive prospects who asked to talk.
Facebook, Instagram and Google campaigns, built and managed for you
Ads that offer a review or a guide, written for your compliance review
Custom landing pages
An alert the moment someone asks to talk
Monthly reporting
Go Close
Every inquiry answered and booked, day and night.
An AI scheduling assistant on text and email, 24/7
Replies to new inquiries in about a minute
Booking, confirmations and rescheduling
Never gives advice; money questions go to you
CRM and pipeline
Conversation export for your compliance archive
Go Engage
Your name in front of prospects every week.
Weekly Facebook posts in your voice
Weekly blog articles
A custom website, hosted and maintained
SEO and AI search optimization
Nothing goes out until it is approved
Go Give
Researchers turned into contacts you can follow up.
Lead magnets branded to your practice
Plain-English guides on Social Security, Medicare and retirement income
Tools like a Social Security estimator
Opt-in pages that feed your follow-up
Setup Built for your niche, live once your compliance team signs off.
Terms Month to month.
Your price $497 a month, locked in while your subscription stays active.
What each option includes and costs, side by side.
Four ways advisors get new prospects or marketing help. Every fact about the other three is based on publicly available information on that company's own website, checked October 16, 2026, and subject to change. Sources are linked on each card.
Included
Not listed on their website
Amber text Comes with a condition
Early Black Friday
FinancialAIvisor
Regular price $1,494$497a month in fees
Our systemeverything below is included
Leads only you get: Included
Facebook and Instagram ads: Included
Google ads: Included
AI replies to your leads, 24/7: Included
Books on your calendar: Included
CRM and pipeline: Included
Custom website: Included
SEO and AI search: Included
Weekly posts and articles Weekly, in your voice: Included
Lead magnets and guides: Included
Built for your compliance review Nothing runs without sign-off: Included
Share of your client fees 0%: Included
Contract Month to month: Included
SmartAsset AMP
Not publishedFees per referral or meeting set, tiered by the prospect's assets
Leads only you get Not a lead program: Not listed on their website
Facebook and Instagram ads Ads not covered: Not listed on their website
Google ads: Not listed on their website
AI replies to your leads, 24/7: Not listed on their website
Books on your calendar: Not listed on their website
CRM and pipeline CRM integrations: With a condition
Custom website Premium Website: Included
SEO and AI search: Included
Weekly posts and articles 5 to 8 posts, 1 to 2 blogs a month: Included
Lead magnets and guides: Included
Built for your compliance review Pre-approved library: Included
Share of your client fees None listed: Included
Contract One-year term, renews yearly: With a condition
Swipe to compare
Based on publicly available information, subject to change. Confirm details with each provider before you decide.
Sources and disclosures
Based on publicly available information, subject to change. Every fact about another company on this page comes from that company's own website, checked October 16, 2026. Prices and features change, so confirm with each provider before you decide.
SmartAsset AMP: "Pricing is based on your target asset tiers and desired monthly consumer referral volume" (AMP review page). Its consumer page says its tool "matches you with up to three vetted financial advisors" (smartasset.com). Fees and the share of fees from SmartAsset's Form ADV Part 2A (September 30, 2026, linked from smartasset.com): referral fees "are paid by the Advisers per referral or meeting set", and "In some cases, SmartAsset will receive a portion of the ongoing Adviser management fee". Reminder campaigns and CRM integrations from the AMP home page.
Zoe Financial: fees from its solicitation disclosure (last updated October 2026). The referral fee can be "a percentage of the advisory fees you pay the Advisor ... up to 35%, for as long as you remain the Advisor's client", or "an annual fee of up to 0.35%" of the client's assets the advisor manages, or "up to 35%" of planning fees for up to five years, or "a fixed, one-time referral fee". "Certain Advisors also pay Zoe a fee to participate in the Zoe Advisor Network"; that fee is not published. Participation is "by invitation" (Zoe for advisors). The concierge team from Zoe's find-an-advisor site. Our example: on a client who pays you $5,000 a year in advisory fees, 35% is $1,750 a year.
FMG Suite: prices from its pricing page, which lists "Starting at" prices. Shown: Do It For Me + Premium Website, $1,044 a month and $3,494 setup, so a first year of $16,022+ ($1,044 x 12 + $3,494). Posts, blogs, "not a lead generation or list-buying program" and the advertising the program "doesn't cover" from its Do It For Me page. Compliance from its compliance page, SEO from its AEO and SEO page, lead magnets from its lead generation page, and the one-year term from its terms of service.
A red X means we could not find the feature on that company's website as of October 16, 2026. A + means the price can run higher.
Ad spend is left out of every figure. With FinancialAIvisor you pay your own ad spend to Facebook and Google. SmartAsset and Zoe send you referrals instead of running ads for you, and FMG's Do It For Me program does not cover advertising.
Our first year is 12 months at $497, which is $5,964. Usage fees for texts and calls are billed separately.
How we compare with each company, one at a time.
FinancialAIvisor next to SmartAsset AMP, Zoe Financial and FMG Suite: how they charge, what you get, what's missing, and what you gain with us. Their facts are based on publicly available information on their own websites, checked October 16, 2026, and subject to change.
FinancialAIvisor vs SmartAsset AMP
What they charge
“Pricing is based on your target asset tiers and desired monthly consumer referral volume.”
getamp.smartasset.com, review page. Prices are not published. SmartAsset's Form ADV says referral fees "are paid by the Advisers per referral or meeting set" and "In some cases, SmartAsset will receive a portion of the ongoing Adviser management fee".
What you get with them
Referrals of people who used SmartAsset's matching tool, which "matches you with up to three vetted financial advisors"
An activity inbox, a call-routing feature and integrations with CRMs
Outreach campaigns that "can include email, text, and call reminders"
Not listed on their website
Leads only you get
Ads in your name
A website
Social posts and articles
Lead magnets
Compliance review workflow
How you pay
SmartAsset AMPPer referral or meeting set, tiered by the prospect's assets, whether or not they become your client. In some cases, part of your ongoing fee. Prices are not published.
FinancialAIvisor, Black Friday$497 a month, flat. Nothing per referral, per meeting or per client.
0% of your fees, and every prospect is yours alone.
What you gain with FinancialAIvisorProspects only you hear from, from ads in your name, plus a scheduling assistant that books them, a website, weekly content and lead magnets, for a flat $497 a month and 0% of your fees.
Based on publicly available information, subject to change. From SmartAsset's own websites and Form ADV, checked October 16, 2026. Confirm with them before you decide. Sources: AMP review page, AMP home page, smartasset.com, Form ADV Part 2A.
FinancialAIvisor vs Zoe Financial
What they charge
“a percentage of the advisory fees you pay the Advisor (or of the Advisor's revenue from your relationship), up to 35%, for as long as you remain the Advisor's client”
zoefinancial.com, solicitation disclosure, last updated October 2026. Other options it lists: an annual fee of up to 0.35% of the client's assets the advisor manages, up to 35% of planning fees for up to five years, or a one-time fee. Some advisors also pay a participation fee, which is not published.
What you get with them
Referrals of people who asked Zoe for "fiduciary advisor matches"
A concierge team that helps the person schedule an introductory call
Participation "by invitation", with a minimum level of assets held on Zoe's platform
Not listed on their website
Ads in your name
AI replies to your leads
A website
Social posts and articles
Lead magnets
What one referred client can cost you
Zoe, on a client who pays you $5,000 a yearUp to $1,750/yr
Every year they stay your client.
FinancialAIvisor$0
100% of every client's fees stays with you.
What you gain with FinancialAIvisorEvery client you win stays fully yours: no share of your advisory fees, no participation fee and no invitation, plus ads in your name, a scheduling assistant, a website, weekly content and lead magnets.
Based on publicly available information, subject to change. From Zoe Financial's own websites, checked October 16, 2026. The $5,000 client is our example, not Zoe's. Confirm with them before you decide. Sources: solicitation disclosure, for advisors, find an advisor.
FinancialAIvisor vs FMG Suite
What they charge
Do It For Me + Premium Website: starting at $1,044 a month, plus $3,494 setup. Do It For Me without the website starts at $895 a month plus $499 setup.
fmgsuite.com/pricing. Their do-it-yourself plans start lower: Essential $178 a month with a website, or $99 a month for marketing only.
What you get with them, on Do It For Me
"5 to 8 social posts" and "1 to 2 SEO and AEO-optimized blogs" a month, from a shared content calendar
A premium website, built with a project manager
A "library of pre-approved emails, social posts, and e-books. All content is FINRA-reviewed"
Lead magnets: ebooks, videos and quizzes
A one-year term that renews each year unless cancelled 30 days before it ends
Not listed on their website
Leads
Ads in your name
AI replies to your leads
Booking on your calendar
Month to month
Your first year in fees, before ad spend
FMG Suite, Do It For Me + Premium Website$16,022+
FinancialAIvisor, Black Friday$5,964
$10,058+ You keep it in year one.
What you gain with FinancialAIvisor$10,058+ kept in your first year, plus ads in your name that bring you prospects only you hear from, and a scheduling assistant that books them, none of which is listed on their website, month to month instead of a one-year term.
Based on publicly available information, subject to change. From fmgsuite.com, checked October 16, 2026. Confirm with them before you decide. Sources: pricing, Do It For Me, compliance, terms of service.
The full system for $497 a month, plus your own ad spend and usage fees for texts and calls, billed separately. Month to month. Black Friday pricing ends Monday, November 30, 2026 at 11:59 pm Central.
Claim $497 a month.
Book a short strategy session from the form, and we set up your account at this price. It stays locked while your subscription stays active. Black Friday pricing is for sign-ups by 11:59 pm Central on Monday, November 30, 2026.
Early Black Friday price: $497 a month for the full FinancialAIvisor system (Go Grow, Go Close, Go Engage and Go Give), plus your own ad spend, which you pay to Facebook and Google directly.
$1,494 a month is the regular price of this same full system. Ad spend is separate at either price.
For sign-ups by 11:59 pm Central on Monday, November 30, 2026.
Your price stays locked while your subscription stays active without a break. Canceling or changing plans ends the locked price. Month to month.
Usage fees for texts and calls are billed separately.
We never take a share of your revenue, AUM or commissions, and we never charge per lead or per client.
Everything we produce for your practice goes through your firm's compliance review before it runs. Your compliance team has the final say.
Results vary. Nothing on this page is a promise of a specific result.
SmartAsset, Zoe Financial and FMG Suite are trademarks of their owners. FinancialAIvisor is not affiliated with any of them.
FinancialAIvisor at the early Black Friday price compared with SmartAsset AMP, Zoe Financial and FMG Suite. Based on publicly available information on each company's own website, checked October 16, 2026, and subject to change.
Early Black FridayFinancialAIvisor
SmartAsset AMPPrices not published
Zoe FinancialReferral fee per client
FMG SuiteDo It For Me + Premium Website
Prospects
Prospects only you hear from, never shared
Matched with up to three advisorsSmartAsset's tool "matches you with up to three vetted financial advisors."
Not statedZoe sends people "fiduciary advisor matches". It does not say a prospect goes to one advisor only.
Not a lead program"the Do It For Me Program is not a lead generation or list-buying program."
Facebook and Instagram ads, run in your name
Ads not coveredFMG says advisors may need support for "advertising, which the program doesn't cover."
Google ads, run in your name
Answering and booking
AI assistant replies to your leads by text and email, 24/7
Reminder campaignsAMP "Campaigns can include email, text, and call reminders." Not described as AI replies.
Human conciergeZoe's "concierge team" helps the person schedule an introductory call.
Books the meeting on your calendar
May help scheduleSmartAsset "may assist with scheduling meetings."
Concierge schedulesZoe's concierge team helps schedule the introductory call.
CRM and pipeline
Inbox, CRM integrationsAn activity feed, and "AMP integrates with popular CRMs".
Salesforce integrationZoe lists Salesforce workflows, not a CRM of its own.
CRM integrationsFMG lists integrations with CRMs, not a CRM of its own.
Your website and content
Custom website, built and hosted
Premium WebsiteIncluded in the Do It For Me + Premium Website package priced here.
SEO and AI search optimization
Social posts and blog articles written for you
Weekly, in your voice
5 to 8 posts, 1 to 2 blogs a monthFrom a shared content calendar: the program does not cover "fully custom content outside existing tracks".
Lead magnets and guides
Compliance
Built for your firm's compliance review
Nothing runs without sign-off
Pre-approved library"library of pre-approved emails, social posts, and e-books. All content is FINRA-reviewed"
Fees and terms
Share of your client fees
0%
In some cases, part of your ongoing feeSmartAsset's Form ADV: "In some cases, SmartAsset will receive a portion of the ongoing Adviser management fee".
Up to 35%, while they stay your clientZoe's referral fee can be "up to 35%" of advisory fees "for as long as you remain the Advisor's client".
None listed
Contract
Month to month
Not published, ask them
Fee runs while the client staysZoe's referral fee continues for as long as the client stays with you.
One-year term, renews yearly"the Initial Term shall be one year", renewing for one-year terms unless cancelled 30 days before the end.
What you pay, before ad spend
Your fee for this package
$497a month
Not publishedPer referral or meeting set, tiered by assets.
Up to 35%of each referred client's advisory fees
$1,044+a month, plus $3,494+ setup
Your first year in fees
$5,964
Not published
Depends on your clientsA client who pays you $5,000 a year can cost up to $1,750 a year.
$16,022+You keep $10,058+ with us
Based on publicly available information, subject to change. Every competitor fact comes from that company's own website, checked October 16, 2026. A red X means we could not find the feature on their website. Ad spend is left out of every column. Confirm details with each provider before you decide.
