Partner with ProspectMatch
Start the partner conversation.
One 30-minute call. Before it happens, we'll stand up a demo advisor site carrying your FMO's branding — so you evaluate the platform your advisors would actually get, not a slide about it.
What happens after you submit
- 1 Within one business day — a real person replies with two or three call times. No sequence, no sales cadence: your details go to one of the three people who run ProspectMatch — Mark Wood, Kathy Martin, or Bradley Horner.
- 2 Before the call — we provision a demo advisor site in your FMO's branding: site, Social-Security analyzer, content stream, and the identification layer, so you evaluate the real thing.
- 3 On the call (30 minutes) — rollout structure, co-branding scope, and negotiated program terms for your advisors size. If the fit isn't there, we'll say so — our own FAQ says the economics work best above roughly 50 agents.
What you operate
Nothing.
We host, deploy, monitor, update, and support. Your team adds the program to onboarding.
The short answers
- How is billing structured?
- Negotiated at partner agreement — per-seat monthly with volume tiers, or a flat advisors fee. Invoicing is always monthly. Full details →
- Is there a minimum advisors size?
- No formal floor, but the economics work best above ~50 agents.
- Can we get exclusivity in a geography or carrier line?
- Negotiable — bring it up on the call.
Tell us about your advisors
A real person — not a sequence — reads every inquiry and replies within one business day.