Clients who already know what they need
Clients work through their own financial assessment before they reach you. When they choose to share, you see the topics they want to discuss before the first conversation.
FOUNDING ADVISOR PROGRAM
Meet clients who already know what they need.
BOSSMAKER clients work through their own financial assessment first, then choose the advisor they want to talk to. Founding advisors list free during the founding phase, then pay a founding rate of $89 a month instead of $119, locked for 12 months. No per-lead fees. 50 founding seats in each category: insurance, Medicare, tax, accounting, legal, and investment and retirement.
Approval is required. Participation does not guarantee clients, referrals, appointments or revenue.
InsuranceMedicareTaxAccountingLegalInvestment/Wealth & Retirement
WHY BOSSMAKER
A better way to meet clients.
BOSSMAKER is designed to help professionals participate in a coordinated advisory environment while preserving the boundaries that protect each client.
They choose you. No lead lists, no cold calls.
Clients browse approved advisors and ask for the one they want. There are no purchased leads to chase and no pressure on either side.
Clear, client-first rules
A Medicare meeting covers Medicare only. Any other topic needs a separate meeting that the client asks for. The rules protect clients and keep your conversations clean.
SIX PROFESSIONAL DISCIPLINES
A broader view of the client's financial landscape.
Apply in one primary discipline and request additional categories supported by your current professional credentials.
Insurance
Life, health, disability, property, casualty, and risk protection.
Medicare
Medicare Advantage, Supplement, and Part D plans for people turning 65 or already enrolled.
Tax
Tax preparation, planning, enrolled-agent, CPA, or tax-law services.
Accounting
Accounting, bookkeeping, controllership, and fractional CFO services.
Legal
Licensed legal counsel, including estate, elder, tax, and business law.
Investment/Wealth & Retirement
Fiduciary planning, securities, portfolios, rollovers, and retirement advice.
FROM APPLICATION TO ACTIVE ROSTER
Five steps from sign-up to your first client.
Most advisors finish the setup steps in about ten minutes. You can build your Back Office while our team reviews your credentials.
- 01
Sign up
Tell us about your practice, credentials, licenses and the clients you serve. Your account is created right away.
- 02
Secure your account
Enter the code we email you, choose your password and confirm the confidentiality acknowledgment.
- 03
Set up your Back Office
Add your photo and introduction, preview what clients see and get your branded sign-in link.
- 04
Credential review
BOSSMAKER reviews your credentials, usually within 24 hours. Members see you only once the review is complete.
- 05
Serve
Clients may request you, but assignment never replaces their separate decision about what topics to share.
WHO SHOULD APPLY
Experienced professionals who value clarity, collaboration and client choice.
BOSSMAKER is building a quality-controlled pool—not an open directory. Every profile must remain accurate, professional and supportable through current credentials.
Start the private review process- A current professional credential or license appropriate to the services offered
- A professional identity, email address and verifiable practice information
- A commitment to respond promptly and communicate through secure platform channels
- Respect for client ownership, consent and the limits of every sharing decision
- Accurate profile information and timely updates when credentials or availability change
THE GOVERNANCE DIFFERENCE
Roster visibility is not client access.
Advisors receive no client information simply by joining the pool. Secure messaging requires an actual assignment, and each client separately controls which eligible assessment topics may be shared. Documents, credentials and complete financial profiles remain private.
PRIVATE ADVISOR APPLICATION
Claim your founding seat.
Fill in the form below to create your advisor account. Your profile is not shown to members until BOSSMAKER has reviewed your credentials.
What happens nextEnter the code we email you and choose your passwordSet up your Back Office right awayBOSSMAKER reviews your credentials, usually within 24 hoursOnce approved, members can find and choose you
FREQUENTLY ASKED QUESTIONS
Know what membership does—and does not—mean.
Is it really free to join?
Yes. Listing is free for founding advisors throughout the founding phase. Paid listings begin once advisors are regularly receiving client meeting requests. You will be told at least 30 days before the fee applies, and nothing is charged without your agreement. Every advisor also gets 30 days free, counted from the day you are approved.
Can I cancel? Is there a refund?
Cancel any time from your listing page. A monthly listing runs to the end of the month you paid for. A yearly listing is refunded for the full months you have not used. The Advisor Listing Terms have the details.
What does a founding advisor get when paid listings begin?
A flat listing fee of $89 a month (or $999 a year), locked for your first 12 months of paid listing. The standard fee is $119 a month ($1,299 a year). There is no per-lead, per-client, or per-enrollment fee, and Medicare agents pay the same as every other advisor.
Is there a discount for firms?
Yes. A firm with 3 or more listed advisors gets 15% off each listing.
I work with a business that offers BOSSMAKER under its own name. Do I pay?
No. Advisors a white-label business registers under its own brand are covered by that business’s plan. The listing fee is for advisors who want to be found by BOSSMAKER’s own clients.
How many founding seats are there?
50 in each category: Insurance, Medicare, Tax, Accounting, Legal, and Investment & Retirement. Seats are counted by your main category and held once BOSSMAKER approves you. When a category's seats are filled, new advisors in that category join at the standard rate.
Does approval guarantee clients, referrals or revenue?
No. Approval makes an eligible advisor available within the governed roster. Client demand, selection, assignments, appointments, referrals and revenue are never guaranteed.
What does BOSSMAKER review?
The review may include professional identity, category, credentials, licensing jurisdiction, practice information, experience, specialties and other information relevant to platform eligibility.
Can I apply in more than one category?
Yes. Choose one primary category and request additional categories supported by your current credentials. Each requested category is reviewed separately.
What client information can an advisor see?
Roster visibility provides no client information. An actual assignment is required for secure communication, and clients separately choose which eligible assessment topics—if any—to share. Source documents, credentials and complete financial profiles remain private.
What is a BAMA?
A BOSSMAKER Account Management Assistant (BAMA) will be assigned to you soon. Once assigned, they will be there to assist you with site navigation, tool usage and development strategies. Any questions, concerns or suggestions would best be shared with them first. A BAMA does not verify professional credentials, provide professional advice or access private client financial content.
50 FOUNDING SEATS PER CATEGORY
Be one of the first advisors clients find on BOSSMAKER.
Free listing now, a founding rate of $89 a month locked for 12 months later, and clients who arrive knowing what they want to talk about.
Apply now