Prospects that meet your requirements
Set minimums, requirements and specific criteria to meet your ideal demographic
Keep what you earn
We charge an annual subscription so you are not stuck in a revenue share agreement.
Relationship Driven Culture
Build and maintain a relationship with the founding members of the company.
Limited time
discounted price
discounted price
Given the high influx of family demand we are lowering the barriers to join.
Prospects
come to you
come to you
Your qualified prospects get direct access to your calendar link.
Our Philosophy
Habits believes high quality financial advice should not only be available to those nearing retirement. There is high demand for financial services but they need our help to find you.
72%
Of affluent millennials want a financial advisor but don't know their options or how to find the right fit.
14%
Of advisory clients in the U.S. are Gen YZ despite representing 47% of the U.S. population.
74%
Of 30-39 year olds are willing to pay for financial advice compared to 50% of 70+ year olds.
Our Process to get started
Meet with our team
Our process requires (1) an intro call and (2) a recorded interview.
Selection committee approval
Every advisor on the platform must be approved by our selection committee.
Contracts and payment
Once approved, easily confirm your place on the platform using Stripe and DocuSign.
1v1 Onboarding
Set up your profile with a member of our team to ensure it’s optimized for your target demographic.
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Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.