How are opportunities qualified?

Each opportunity is pre-screened before being introduced to an advisor. The goal is to create a stronger fit before the handoff happens.

Are opportunities exclusive?

Accepted opportunities are reserved to your practice for seven days, giving your team a dedicated conversion window.

What markets are currently open?

Advisor availability is managed by metro area and changes as the network expands. Applications are reviewed against current and upcoming openings.

No. Partnership pricing is discussed privately after application review.

What kinds of advisors can apply?

We consider advisors and firms that manage retirement-related assets and can support clients through rollover and asset-transition decisions.

How are introductions made?

Introductions may happen through a live transfer or direct scheduling, depending on the opportunity and situation.

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 seeking help during retirement and asset transitions.

Apply to join See how it works

Private partnership pricing is shared after application review.

Pre-Screened OpportunitiesQualified before connection

7-Day ExclusivityReserved to your practice

Limited Metro OpeningsSelective participation

Live IntroductionsHuman handoff or scheduling

Why advisors join

Why advisors join Roll My Retirement

A focused growth partner for advisors who want qualified rollover conversations without building a full outbound engine.

People in transition

We focus on people navigating job changes, inherited assets, advisor changes, and rollover decisions.

Qualified before connection

We pre-screen opportunities before introducing them to your team, reducing wasted time and improving fit.

Built for focused growth

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

Limited network

We onboard a limited number of advisors per metro, so this is not an open marketplace. Placement depends on availability and rollover focus.

Process

How the advisor partnership works

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

Apply to join

Submit your practice information for review.

We review fit

We confirm active licensing or registration, rollover focus, responsiveness, and metro availability.

Metro placement

Approved advisors are considered for available metro openings.

We pre-screen

We qualify people actively seeking help during retirement or asset transitions.

Seven-day window

Accepted opportunities are reserved to your practice for seven days.

Follow up and learn

Your team continues the conversation and can share feedback to improve matching.

Standards

Who we look for

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

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

Application review

We review your practice details and confirm fit against current metro availability.

Private conversation

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

Onboarding

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

FAQ

Frequently asked questions

Application

Apply to join the advisor network

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