AttractHigh-Net-WorthClientsWithPre-QualifiedLeads
Smart triage forms that capture investable assets, financial goals, and risk tolerance — so you spend your time with prospects who meet your minimums.
Client acquisition is the most expensive part of running a wealth management practice. The average advisor spends over $3,000 to acquire a single client — and 83% of that cost is the advisor’s own time spent on unqualified prospects who don’t meet asset minimums or aren’t ready to commit.
MeritsOnly’s financial advisor triage widget asks the questions you’d ask in a discovery meeting: What are your financial goals? What’s your investable asset range? What’s your risk tolerance? Do you currently work with an advisor? By the time someone submits, you know if they meet your criteria.
Deploy the form on your website, use it as a follow-up landing page after webinars and seminars, share it on LinkedIn, or give it to CPA and attorney referral partners. Every lead arrives pre-qualified with full financial context.
Why Most Financial Advisors Lose Leads
High Client Acquisition Cost
The average cost to acquire a new client is over $3,000 — 83% of that is the advisor’s time spent on unqualified prospects.
Leads With No Investable Assets
Your minimum is $250K AUM, but half your inquiries come from people with $20K in savings. You need to know asset level before the meeting.
Long, Unpredictable Sales Cycles
Prospects take months to commit. Without capturing their financial situation upfront, you have no way to prioritize follow-up.
Compliance-Heavy Intake Process
You need to capture risk tolerance, investment objectives, and suitability data. Generic contact forms do none of this.
Pre-qualifies prospects by investable assets, income, and financial goals
Captures risk tolerance and investment timeline before the first meeting
Reduces client acquisition cost by filtering unqualified leads early
24/7 lead capture for prospects researching advisors evenings and weekends
MeritsOnly Captures Every Lead — Automatically
Our financial advisors 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
What 5 Pre-Qualified Wealth Management Leads Per Month Could Mean
Adjust the slider to see your revenue potential — for a flat monthly fee, not per-lead.
Monthly Investment Comparison
For 5 leads, MeritsOnly costs 95% less than typical financial advisors 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 financial advisors 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 Financial Advisors
“Our biggest challenge was spending hours in discovery meetings with prospects who had $30K in savings — well below our minimum. MeritsOnly’s triage form captures investable assets and financial goals before we ever schedule a meeting. Our close rate on first meetings jumped from 15% to 45%.”
Robert Kessler, CFP
Senior Advisor, Kessler Wealth Partners
See It In Action
How It Looks on a Real Website
We built a full demo website for a fictional financial advisor 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 Financial Advisors Leads
Join the smart financial advisors businesses upgrading their lead capture with MeritsOnly. Setup takes 60 seconds.
No Credit Card Required • Instant Setup