Turn'DoIEvenNeedanAdvisor?'IntoaBookedMeeting
Smart triage forms that sort budgeting questions from retirement questions from first-time-investor questions — so a 27-year-old opening a Roth and a couple planning college savings both land on your calendar with the right context, not a generic contact form.
Most people who need a financial advisor don’t know it yet — they know they have a raise coming, a first kid on the way, or $15K in credit card debt next to $8K sitting idle in savings. They’re not searching for “wealth management” or a $2M minimum; they’re searching “financial advisor near me” or “do I need a financial planner,” and a form built for high-net-worth intake screens them out before you ever see the inquiry.
MeritsOnly’s financial advisor triage widget asks the questions a general practice actually needs answered: what brought them in — budgeting, debt payoff, saving for a house or college, starting to invest, or building a full plan from scratch; roughly where they stand financially; and whether they currently work with anyone. A recent graduate opening their first brokerage account and a couple mapping out a 10-year plan both arrive tagged with what they actually need, not squeezed through an asset-minimum gate that was built for a different kind of practice.
This isn’t built for a post-exit liquidity event or a $2M rollover — those searches want a wealth specialist. It’s built for the other 95% of households: the ones just getting serious about money for the first time, or ready to move from a robo-advisor to an actual relationship. Deploy the form on your website, use it as a follow-up landing page after community workshops, share it on LinkedIn, or give it to CPA and attorney referral partners.
Why Most General Financial Planning Lose Leads
Prospects Don’t Know What They Need
“I want to talk to a financial advisor” could mean budgeting help, debt payoff, a first investment account, or a full plan. A blank contact form can’t tell you which, so every call starts from zero.
High Client Acquisition Cost
The average cost to acquire a new client is over $3,000 — much of that is the advisor’s own time spent re-explaining services to people who aren’t sure what they came for.
Long, Unpredictable Sales Cycles
General-planning prospects take months to commit while they build trust and get their financial picture in order. Without capturing where they stand upfront, you have no way to prioritize follow-up.
Compliance-Heavy Intake Process
You need to capture risk tolerance, investment objectives, and suitability data even for a first-time investor. Generic contact forms do none of this.
Triages by life-stage goal — budgeting, debt payoff, first-time investing, college savings, or a full plan
Captures rough financial standing and current-advisor status without gating on a high asset minimum
Reduces client acquisition cost by matching prospects to the right conversation on the first call
24/7 lead capture for prospects researching ‘do I need an advisor’ evenings and weekends
MeritsOnly Captures Every Lead — Automatically
Our general financial planning widget qualifies every visitor with smart multi-step triage, so you only spend time on the leads most likely to convert.
How the Form Flow Works
Multi-step triage in under 60 seconds
Click through the actual form your clients will see
5 Financial-Planning Prospects a Month, Matched to the Right Conversation Before You Call
Adjust the slider to see your revenue potential — for a flat monthly fee, not per-lead.
Monthly Investment Comparison
For 5 leads, MeritsOnly costs 91% less than typical general financial planning lead generation — and you keep every lead.
*Estimates based on industry averages. Your $59/mo flat fee never changes regardless of lead volume.
Capture Leads on Every Channel
Your target audience is everywhere. Your general financial planning lead capture needs to be everywhere too.
Website Embed
Drop a smart lead-gen widget on any page of your website in 60 seconds.
Custom Domain
Host your form on your own branded domain — looks 100% yours.
Add your form link to your Facebook page, posts, and ads.
Put your form in your Instagram bio link and Stories.
Google Business
Replace your Google Business Profile phone with a smart form link.
YouTube
Add your form link to video descriptions and channel about page.
Email Signature
Add a lead capture link to every email your team sends.
QR Code
Print QR codes for business cards, flyers, vehicle wraps, and signage.
Proven Playbooks for General Financial Planning
“Most of our website leads used to say ‘I want to talk to someone about my finances’ and nothing else — could be a 24-year-old wanting a Roth IRA or a couple with $40K in debt. The triage form now tells us which conversation we're walking into before we pick up the phone. We stopped losing the first ten minutes of every meeting to figuring out why someone called.”
Robert Kessler, CFP
Senior Advisor, Kessler Financial Planning
See It In Action
How It Looks on a Real Website
We built a full demo website for a fictional general financial planning business to show you exactly how MeritsOnly widgets integrate into a real site — embedded forms, popup widgets, exit-intent captures, and QR codes, all working together.
Click through the different service-specific intake forms and see how each one asks the right qualifying questions for that practice area.
View Live Demo WebsiteOpens in a new tab — fully interactive, no signup required
Start Closing More General Financial Planning Leads
Join the smart general financial planning businesses upgrading their lead capture with MeritsOnly. Setup takes 60 seconds.
No Credit Card Required • Instant Setup