Love the platform and Jack. Have been a long time TikTok follower back to his JPM analyst story days years ago... Finally in the workforce and am now searching for an advisor to start with

With one conversation under my belt, I have nothing but great things to say! However... I wouldn't expect anything less from the winners of 1871's Fintech Summit pitch competition!

My wife and I decided to move forward with services from XXX. I'm certain we wouldn't have found him without the product you and your team have built, so thanks!

Both of my advisor introductions were amazing conversations, feel like I couldn't go wrong in either direction there. Going to take some time to reflect and ask each some follow ups but I already feel like my experience with Habits has been a success!

I had the pleasure of walking through the initial phases of Habits that ultimately led to a refreshing and simple financial advisor search experience. After downloading the app and going through a few simple questions and basic personal information, I was quickly connected to 3 options to connect with for an advisor based on my preferences. Not only was there no pressure to connect, as someone not comfortable with the financial visor experience, each of the options made me feel extra comfortable in communicating at a pace and way that worked for me. Each call felt different than the next giving me some variety, but each was consistent in their approach to understand and respect my efforts in this process. I decided in only a couple of weeks on an advisor and feel very heard in my goals, while being offered the advice I requested to take better control of my financial picture.

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.

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..)

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.

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!

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.

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.

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.

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.

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.

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.