Don't just take our word for it.
We've helped thousands source and connect with a financial advisor. See what they thought...
"Seamless and easy"
The process of finding advisors through the platform was seamless and easy. My fiance and I found two advisors we will be working with, and they were excellent with intros, follow-up, etc. Habits will be a very successful business.
Cal
30
Director of RevOps
"What your team is building is special"
Appreciate the intros! Outsider's perspective, what your team is building is special, and most importantly solving a clear problem (yes, for people like me..)
Brendan
29
Attorney
"Love the transparency"
Wanted to let you know I ended up signing on with XXX on a flat fee model. Love the transparency you've been showcasing! The content has been top notch.
Joe
23
Investment Analyst
"We really liked his personable approach and he did a great job making sure he hit all the points we wanted"
We've made the decision to move forward with XXX! We really liked his personable approach and he did a great job making sure he hit all the points we wanted and answered our questions thoroughly. Appreciate you setting everything up!
Chris
35
Director Of Customer Success
"Loved how easy it was"
Went with XXX, we aligned the best when talking. Loved how easy it was. I have no experience with financial advisors and Habits helped me learn about the space and find low hanging fruit action items before I even paid a cent.
Gavin
26
Software Developer
"The process & experience was very positive"
Overall, the process & experience was very positive. All the advisors were helpful & seemed to appreciate that you made the intro. The main question I was trying to determine was whether I wanted to go with the hourly fee or typical 1% structure. After thinking it through, I'm moving forward with XXX on an hourly engagement.
Greg
31
Head of Sales
"I’ll be able to refer my brother-in-law and at least 10 other people who could benefit from this process"
I’ve already started putting pen to paper with XXX, but I know I’ll be able to refer my brother-in-law and at least 10 other people who could benefit from this process. Honestly, I’d much rather tell someone to ‘talk to my boy Matt’ than suggest the typical ‘meet with my advisor’ spiel.
Jack
29
Lead of Brand Partnerships
"A great fit for me and my family's situation"
I had an introductory call with XXX from XXX just now. My initial reaction is it seems like a great fit for me and my family's situation. Good discussion and I appreciated XXX's perspective and customer-centric approach. P.S. Jack is still killing it with the TikTok content. Given most social media content is mind-melting garbage these days... his content is a fresh of breath air for what people (or at least, me!) actually want to consume.
Zach
36
Director of Purchasing
"Incredibly valuable"
End of the process, incredibly valuable and I'm not just saying that. Having talked to 4 advisors total, I have a much better sense of where I gravitate to, what the value is, and feel what I'm triangulating on.
Tim
29
Product Manager
"I've been thrilled with my Habits service"
Just wanted to let you know that after meeting with the three referrals you sent me, Sara and I have decided to work with XXX. I've notified him and will be moving forward when he provides next steps. I've informed the other advisors I spoke with as well and thanked them, as they were both very helpful and courteous in our interview process…. Overall, I've been thrilled with my Habits service in this, you gave 3 excellent referrals, each with a slightly varied approach and style. This gave me a real choice with the strategy I wanted to move forward with.
Troy
38
Software Engineer