You are paying $694 per lead.
You are closing one in nine.
SmartAsset sells your lead to two other advisors the moment you receive it. The race-to-contact model was never designed to help you win. It was designed to generate revenue for SmartAsset.
HenryFi is built differently. One advisor per professional. A $1,250 fee you pay only after the match is accepted.
THE TRUE COST
The SmartAsset math your P&L does not show you.
Adjust your current lead volume to see what you are actually paying per closed client.
per closed client, annually
per closed client, success fee only
You pay 80% less per closed client with HenryFi.
That is $119,904 in effective savings per year at this lead volume.
And you pay $0 until a match is accepted.
YOUR EXPERIENCE
A different kind of introduction.
One professional, exclusively yours
You receive one match at a time. The professional has already been vetted against your specialty, location, and client profile. There is no race to the phone.
High intent at the moment of change
HenryFi identifies professionals at the moment of a major life event: IPO, equity vest, relocation, income milestone. The conversation has context before it begins.
Success fee only. Zero upfront.
You pay $1,250 after a match is accepted. No monthly subscription. No advance commitment. If a match does not convert, we rematch at no additional cost.
Your first exclusive match, guaranteed.
We are selective about the advisors we onboard. If you are accepted into the HenryFi network, your first match comes with a full satisfaction guarantee. If the professional is not the right fit, we rematch at no additional cost.
There is no monthly subscription. No retainer. No commitment that locks you in before you have seen a single result.
No upfront fee
Pay $1,250 per accepted match only
Satisfaction guarantee
Free rematch if the first fit is wrong
Exclusive matching
We never send the same professional to two advisors
ADVISOR FEEDBACK
From advisors who switched.
I was closing one SmartAsset lead in eight. My first HenryFi match converted in three weeks.
Independent RIA, Austin TX
The professional had already done her research before we spoke. It felt like a warm referral, not a cold lead.
Fee-only planner, Seattle WA
The exclusive model changes everything. There is no race. The call is an introduction, not a pitch.
CFP, New York NY