FoundingAdvisor Program
Stop buying leads.
Meet intent.
Pulse is where households link accounts, budget, and plan. When one of them hits a real money decision and asks for licensed help, we build a consented, asset-verified brief and hand it to one matched advisor. We're choosing five founding firms to build this with.
You already pay for growth. You just don't get it.
The average advisor spends around $16k a year on marketing. Most of it buys the same thing: a name, a self-reported number, and a race against five other firms calling the same phone.
~$16k/yr
Average advisor marketing spend, mostly on cold or shared leads
2–10%
Typical lead-to-client conversion when the intro is a phone number with no context
$5k+/yr
Recurring value of one converted $500k household at a 1% fee. One good intro pays for a lot of bad ones.
Not a lead. A brief.
When a Pulse user asks for licensed help, they approve exactly what gets shared. This is what lands in your inbox:
Decision summary
Decision: 401(k) rollover options
Why now: new job, old plan inactive, repeated rollover questions
Timeline: next 30–60 days
Request: talk to a fiduciary about IRA vs new 401(k)
Snapshot
30s, CA
Low-fee, tax-sensitive
Accounts (ranges)
Old 401(k): $100k–$200k
Brokerage: $50k–$100k
Cash: $10k–$25k
Context and constraints
Constraints: tax sensitivity high
Tried in Pulse: rollover comparison, retirement projection
Notes: wants simplicity, reduce fees
Shared by user permission · minimal necessary context · revocable
A decision moment happens
A user with linked, verified accounts hits a real decision: rollover, concentration risk, new dependent, windfall. They ask Pulse for licensed help.
They approve a brief
The user sees exactly what will be shared, in ranges, and consents. Nothing moves without their say-so, and they can revoke it.
You accept or decline
The brief arrives with the context above. Accept and the conversation starts at the decision. Decline and it costs you nothing. Every outcome is tracked so matching gets sharper.
A desk, not a lead list.
Consented briefs arrive in an email-style inbox. Read, accept, and pick up the conversation at the decision. Nothing to chase.
A client hits a decision
Concentration risk, a windfall, a rollover, or a question they type themselves.
They approve a brief
Ranges only, section by section. Nothing shared without an explicit tap.
It lands on your desk
Matched to you by specialty and capacity. Accept and the conversation starts.
Decision: A single stock is 56% of their portfolio
Why now: Position grew past half their invested assets
Request: Diversification and the tax side of trimming
Accounts (ranges)
Brokerage · verified via Plaid: $100k–$250k
Retirement: $50k–$100k
Shared by user permission · minimal necessary context · revocable
After you accept: their identity unlocks, intro emails go out to you both, and you get read-only access to their Money Lab plus private case notes.
What founding partners get
Free During the Pilot
No fees, no contracts, no minimums. You pay nothing while we prove the intros are worth paying for.
You Define "Qualified"
Founding partners set the bar with us: what a qualified introduction looks like, and what one is worth. Pricing gets built around your answer.
Five Firms, Not Five Hundred
We are taking exactly five founding partners. Introductions route to a matched advisor, not an auction of your inbox against six competitors.
Context, Not Contact Info
Every introduction arrives as a brief: the decision, why now, verified account ranges, constraints. The first conversation starts at the decision, not at hello.
A Direct Line to the Founder
You work with me directly. Feedback on a Tuesday ships by Friday. Founding partners steer what the advisor side becomes.
Consent Built In
Users initiate every referral, approve exactly what is shared, and can revoke access. Designed with the SEC Marketing Rule in mind from day one.
What we ask in return
Answers to a few short questions about your practice and ideal client, mostly over email
Honest feedback on your first briefs: what's useful, what's missing, what one is worth
Outcome reporting: accepted, met, converted, or not a fit. That's how matching improves.
Straight talk
This is early. The consumer product is live on web and iOS with real households linking real accounts, and the brief pipeline is built. What doesn't exist yet is volume: you won't get fifty intros next month. What you get is the founding position: intros as they mint, zero cost, and a real say in what this becomes. If you want a firehose, buy leads. If you want the first shot at a better pipe, this is it.
What advisors ask us
These come from real conversations with advisors evaluating a founding slot. Straight answers, on the record.
How does Pulse make money, and will there ever be a referral fee or revenue share?
Today, consumers pay us: Pulse Pro is a $5/month subscription on the user side, and the advisor pilot is completely free. Long term, advisors will pay flat, disclosed fees for qualified introductions. The exact structure (per introduction, per booked meeting, or per client who converts) gets set with founding partners. What we will never do: take a percentage of your fees or AUM, or an ongoing share of the client relationship. The client is yours, and your compensation stays between you and them.
See what users pay forWho owns the client relationship after an introduction?
You do. Once you accept a brief, the client’s identity unlocks and the engagement is yours: your agreement, your fees, your process, off our platform. Pulse does not sit in the middle of the relationship and does not take a cut of it.
What happens if I decline a brief that is not my niche?
Nothing bad. Briefs route to one advisor by specialty match, so a tight niche is a feature here, not a problem. If one still is not a fit, decline it and it re-routes to another match. No penalties, no response-rate scores, and you can pause new briefs entirely whenever you want.
How are users finding Pulse right now?
Organically. Word of mouth, our daily personal-finance writing, and the product itself. We are at 153 users and growing without paid acquisition, which is also why founding advisors get intros as they mint rather than a promised volume number.
Do I have to sign a contract or commit to anything?
No. The pilot has no contract, no exclusivity, and no minimums. What we ask for is feedback: a few questions about your practice up front, and outcome reporting on the briefs you accept. If you leave, clients you accepted stay yours.
What can I do with client data I see in Pulse?
Use it inside Pulse, and only there. Briefs, read-only client views, and budget summaries stay in the platform: no exporting, copying, or storing them in outside systems, even read-only. When a client engages you directly, you collect what you need through your own compliant onboarding. This is the same promise we make to users, and it is in our Terms of Service.
Claim a Founding Slot
Five firms. Free pilot. I read every one of these myself and reply within 48 hours.