Stop Paying $130 Per Lead.
Pay a Flat $99 and Own Your Listing.
National Finance Connect connects licensed financial advisors with consumers actively searching for wealth, retirement, and investment guidance. Flat monthly fee. No lead auctions. No race to the bottom.
You're Already Getting Burned
Most financial advisors are spending 3–5× more on leads than they need to. Here's why.
The SmartAsset / NerdWallet Problem
- Pay $100–$200 per lead — even for leads that ghost you
- Same lead sold to 3–5 competing advisors simultaneously
- Charged for unqualified prospects, wrong-service requests, unreachable numbers
- Dispute process is slow, opaque, and rarely resolved in your favor
- Prices keep rising as these platforms grow their market share
- You're renting visibility you don't own
The National Finance Connect Approach
- Flat $99/month Professional plan — no per-lead fees, ever
- Leads are yours — not shared with competitors
- No charge for prospects who don't convert
- Simple, transparent billing with no surprises
- You own your listing and profile permanently
- Cancel anytime, no contract
How It Works
Up and running in under 15 minutes.
Submit Your Practice
Fill out the listing form with your credentials, specialty, service area, and fee structure. Takes about 10 minutes.
We Verify Your Credentials
Our team verifies your FINRA/SEC registration and relevant certifications (CFP, CFA, ChFC). This gives consumers confidence to contact you first.
Your Listing Goes Live
Your profile appears in search results when consumers in your area look for a financial advisor, retirement planner, or wealth manager. Professional listings are prominently featured.
Prospects Come Directly to You
Consumers contact you directly — no platform intermediary, no commission, no lead-sharing. Pure direct contact from people ready to discuss their finances.
What Your Professional Listing Looks Like
This is what consumers see when they search for a financial advisor in your city.
Summit Wealth Advisors LLC
CFP® and CFA® certified wealth management firm serving the Denver metro since 2008. Specializing in retirement planning, investment management, and comprehensive financial planning. AUM fee-only, no commissions. Free initial consultation.
Simple, Flat-Rate Pricing
No contracts. No per-lead fees. Cancel anytime.
Standard listing with verified credentials badge. Great way to start building online visibility.
Get StartedFeatured placement, full profile, email lead notifications. Pays back with a single new client engagement.
Start ProfessionalTop-of-category placement, SMS lead alerts, priority verification, dedicated account manager.
Start PremiumThe Break-Even Math
Professional at $99/month pays back 48× with a single new client. Here's the math.
A single new client from NFC generates ~$4,800/year in recurring revenue — that's 48× your monthly listing cost. Most Professional advisors see 2–5 qualified inquiries monthly. One conversion per quarter transforms your ROI.
What Financial Advisors Say
From advisors who made the switch from pay-per-lead platforms.
"I was spending $800–$1,200/month on SmartAsset leads that went to three other advisors simultaneously. Switched to NFC Professional at $99 and get better-qualified calls — prospects who actively searched for a CFP vs. being auto-matched and immediately comparison shopping."
"The SEC/FINRA verification badge has been surprisingly powerful. Clients specifically mention it — 'I saw you were verified and a fiduciary on the listing.' In financial services, credentials and trust matter more than in almost any other industry. This delivers both."
"Premium plan ROI is extraordinary. I'm at the top of my city category and the first call most people make. Because I'm not competing with three other advisors on the same lead, my close rate from NFC prospects is nearly double what I saw from NerdWallet."
Your Questions, Answered
30-Day Money-Back Guarantee
Try Professional or Premium for 30 days. If you complete your listing profile and don't receive at least one qualified inquiry, we'll refund your first month in full.
We're confident because we see it work every day across hundreds of financial advisors. But we'd rather prove it than ask you to just trust us.
Refund applies to first month only. Listing profile must be complete (credentials, description, specialties, all fields filled) to qualify. Inquiries include phone calls, web form submissions, and email leads tracked through the platform.
Ready to Stop Paying $130 Per Lead?
Join hundreds of licensed financial advisors who switched to flat-rate directory marketing. Start with Basic, upgrade when you're ready.
Get Listed Now — From $49/mo 📞 Questions? Call us: (801) 692-3682