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Limited Advisor Openings by Metro

Join a selective advisor network built around rollover opportunities

Roll My Retirement connects growth-focused advisors with pre-screened individuals actively seeking help during retirement and asset transitions. Accepted opportunities are reserved to your practice for 7 days.

Apply to Join → See How It Works

Private partnership pricing is shared after application review.

Limited spots available in qualified metro areas

We are onboarding a limited number of advisors in qualified metro areas. Apply to see whether there is a fit.

  • Pre-screened retirement rollover opportunities
  • Exclusive 7-day lead window
  • Limited metro availability
  • Live transfer or direct scheduling
  • Application review required
  • Private pricing discussion
Apply to Join →
Pre-Screened Opportunities
Qualified before connection
7-Day Exclusivity
Reserved to your practice
Limited Metro Openings
Selective advisor participation
Live Transfers
Human handoff or direct scheduling

Why advisors join

Why advisors join Roll My Retirement

We act as a focused growth partner for advisors who want qualified rollover opportunities without building a full outbound sales engine.

People in transition

We focus on individuals navigating job changes, inherited assets, dissatisfaction with a current advisor, and rollover decisions.

Qualified before connection

We pre-screen opportunities before introducing them to your team, helping reduce wasted time and improve fit.

Built for focused growth

We support the front end of business development so your team can stay focused on converting and serving clients.

Selective network

This is a curated advisor network, not an open marketplace. We prioritize quality, fit, and professionalism.

Process

How the advisor partnership works

A simple process designed around fit, speed, and a stronger advisor-client handoff.

01

Apply to join

Submit your practice information for review.

02

We review fit

We evaluate service model, practice quality, responsiveness, rollover alignment, and overall network fit.

03

Metro placement

Approved advisors are considered for available metro openings.

04

We pre-screen opportunities

We qualify individuals who are actively seeking support during retirement or asset transitions.

05

You receive a 7-day window

Accepted opportunities are reserved to your practice for 7 days, giving your team time to convert.

06

You follow up and give feedback

After the introduction, your team continues the conversation and can share feedback to improve future matching.

Advisor feedback helps improve routing and fit over time.

Standards

Who we look for

We review applications holistically based on practice quality, client experience, responsiveness, rollover expertise, regulatory standing, and overall fit for our network.

We are building a high-quality advisor network, not a volume-based directory.

  • Retirement and rollover planning focus
  • Active registration or equivalent licensing
  • Clean compliance history
  • Strong client service model
  • Ability to respond quickly to opportunities

Next steps

What happens after you apply

01

Application review

We review your practice details and evaluate fit within our advisor network.

02

Private conversation

Qualified advisors are invited to discuss market fit, partnership structure, and pricing privately.

03

Onboarding

Approved advisors are placed into an available metro and prepared for opportunity flow.

If we are not currently expanding in your metro, we may retain your application for future openings.

FAQ

Frequently asked questions

Each opportunity is pre-screened before being introduced to an advisor. Our goal is to create a stronger fit before the handoff happens.
Accepted opportunities are reserved to your practice for 7 days, giving your team a dedicated conversion window.
The advisor exclusivity window lasts 7 days from the time the opportunity is assigned.
Advisor availability is managed by metro area and may change as we expand. Applications are reviewed based on current and upcoming openings.
No. Partnership pricing is discussed privately after application review.
We consider advisors and firms that manage retirement-related assets and can support clients through rollover and asset-transition decisions.
Introductions may happen through a live transfer or direct scheduling, depending on the opportunity and situation.

Application

Apply to join the advisor network

Tell us about your practice and we'll review whether there is a fit in your market.

Contact Information
Practice Information
Qualification Questions
Optional

Private partnership pricing is discussed on a follow-up call for qualified advisors.

Selective openings. Private partnership. Focused growth.

Apply to join the Roll My Retirement advisor network and we'll review whether there is a fit in your market.

Apply to Join →