A steady stream of qualified
prospects, every month.

Most lead gen platforms sell the same leads to multiple advisors and take a commission on meetings booked. Habits operates differently: you pay a flat subscription fee, there are no per-lead charges, and prospects are algorithmically matched to you. These aren't leads that are being sent to 5+ other advisors, so you don't have to race to pick up the phone. Prospects already know they're being introduced to an advisor they matched with - not a cold call from a stranger.

The Engagement Engine is an AI-powered tool that analyzes prospects (either from Habits or your own CRM) and generates tailored outreach strategies. You get 3 credits per day. Each analysis produces a detailed prospect profile, multi-channel outreach ideas (cold emails, LinkedIn posts, re-engagement content), timing recommendations, and strategic positioning guidance. It's designed to help you convert both warm and cold leads with personalized, data-driven messaging.

Our benchmark is 2 qualified meetings per month. This is based on your ideal client criteria (demographics, financial profile, engagement preferences) and algorithmic matching. If you fall below this benchmark, our backfill guarantee kicks in - we share top-matched contacts directly with you to help you reach the benchmark. Your success is our success, so we're invested in making sure you hit these numbers.

If you're matched with fewer than 2 qualified prospects per month, we activate our backfill guarantee. We share additional top-matched contact information directly with you so you can reach out proactively and close the gap. This removes the risk - you're guaranteed access to at least 2 qualified prospects every month, and our team helps ensure you hit the benchmark.

Absolutely. The Engagement Engine works on any prospect - Habits matches, warm leads in your CRM, old opportunities you want to revive, or prospects from other sources. You don't need to be a Habits subscriber to benefit from the tool; if you have a list of prospects, you can run them through the Engagement Engine to get AI-powered outreach strategies.

Enhanced Support (included free with Annual plans, $250 one-time add-on for Monthly) includes: a dedicated account manager who guides your onboarding and profile setup, 4 quarterly strategy meetings to optimize your results, help configuring your matching criteria, and priority support. It's designed to accelerate your time to value and help you hit the ground running.

Yes. Monthly plans can be cancelled anytime with no questions. Annual plans offer the best value, but if your situation changes mid-year, contact our support team and we'll work with you. Our goal is to make Habits work for your practice, and we're flexible about adjusting your plan if needed.

You retain full access to all prospect data and insights you've accumulated. Your outreach history, notes, and Engagement Engine analyses are yours to keep. We don't lock you in or restrict your data access post-cancellation.

Yes. Habits is SOC 2 Type II certified and fully compliant with SEC Marketing Rule requirements. We don't guarantee meetings or outcomes, we charge a flat subscription (not commission), and we don't have pay-to-promote ranking systems. For detailed compliance information, see our Compliance page.

Yes. For teams with multiple advisors, we offer volume discounts and custom service level agreements. Contact our sales team to discuss Enterprise pricing, which includes a dedicated platform liaison, integration support, and annual optimization reviews.