⚡ For Advisors & Specialists

Get a steady stream of qualified Roth conversion leads — delivered to you.

RothRightNow matches motivated IRA and 401(k) holders with vetted conversion specialists. Join our network and we'll do the lead generation for you.

Apply to join the network See how it works
$1.4T
In Roth IRA assets — growing fast
37%
Top tax rate rising after 2025
10M+
Eligible conversion candidates
100%
Pre-qualified before delivery
The Process

Simple, transparent, and built for advisors

We handle awareness, education, and qualification. You handle the relationship and conversion.

1

Consumer visits RothRightNow

Motivated IRA and 401(k) holders find our site, learn about Roth conversions, and submit a matching request.

2

We qualify the lead

We capture name, email, phone, account type, balance range, age, and tax bracket — so you know exactly who you're calling.

3

Lead delivered to your inbox

Qualified leads are sent to you in real time via email or CRM integration. You follow up within your agreed SLA.

4

You close the relationship

The lead is yours exclusively. Convert them to a client, earn your fee, and grow your AUM. We only ask for feedback on quality.

Lead Quality

What we capture on every lead

Every lead is pre-qualified with the data you need to have a productive first conversation.

👤 Full contact info

First name, last name, email, and phone number — all required fields before submission.

📋 Account type

Traditional IRA, 401(k) current or former, SEP-IRA, SIMPLE IRA, or multiple accounts.

💰 Balance range

Under $50K / $50K–$150K / $150K–$500K / $500K–$1M / Over $1M — so you can prioritize.

🎂 Age range

Under 40 / 40–49 / 50–59 / 60–69 / 70+ — critical for conversion timing strategy.

📊 Tax bracket

10–12% / 22–24% / 32–35% / 37% — so you know conversion urgency before the first call.

⚡ Intent signal

Every lead has actively requested a specialist match — these are not cold contacts or scraped emails.

Why RothRightNow

What you get as a network partner

We built RothRightNow to be a true partner to advisors — not just a lead vendor.

🎯

Intent-based leads only

Every person who submits a form has actively asked to speak with a specialist. No cold lists, no scraped data, no tire-kickers.

🔒

Exclusive delivery options

Choose exclusive delivery (you're the only advisor who gets the lead) or shared delivery at a lower cost. Your call.

📍

Geographic filtering

Receive only leads from your state or target region. No irrelevant out-of-area contacts cluttering your pipeline.

⚙️

CRM & email integration

Leads delivered via email, webhook, or direct CRM integration (HubSpot, Salesforce, Redtail, etc.).

🔄

Replacement guarantee

If a lead has invalid contact info or doesn't meet agreed criteria, we replace it — no questions asked.

📈

Growing organic traffic

RothRightNow is built for SEO and content marketing. As traffic grows, so does your lead volume — at no extra cost to you.

Pricing

Flexible plans for every practice size

No long-term contracts. Cancel or adjust anytime.

Pay Per Lead
$65
per shared lead
Shared with up to 3 advisors
All lead data fields included
Email delivery
Replacement guarantee
No monthly minimum
Get started
Exclusive Leads
$150
per exclusive lead
Delivered to you only
All lead data fields included
CRM / webhook integration
Replacement guarantee
Geographic filtering
Get started
Monthly Retainer
$499
per month
10 exclusive leads/month
Priority matching
CRM integration included
Replacement guarantee
Featured advisor badge on site
Get started
Outreach Templates

Email templates to recruit advisor partners

Use these to reach out to independent RIAs and financial planners. Click any tab to view, then copy.

Subject: Qualified Roth conversion leads — sent to your inbox
Hi [Advisor Name], I run RothRightNow — a consumer-facing lead generation site that educates IRA and 401(k) holders on Roth conversions and connects them with vetted financial specialists. I'm reaching out because we have a growing number of qualified leads in [their state/region] and are looking for one or two advisors to partner with for exclusive delivery. Here's what we capture on every lead: • Full contact info (name, email, phone) • Account type (Traditional IRA, 401k, SEP, etc.) • Account balance range • Age and tax bracket • Active request to speak with a specialist These are intent-based leads — not cold lists. Every person submits the form specifically asking to be matched. We offer shared leads at $65/lead and exclusive delivery at $150/lead, with a full replacement guarantee. Would you have 15 minutes this week to see if it's a fit? Best, [Your name] RothRightNow | hello@rothrightnow.com
Subject: Re: Roth conversion leads — quick follow-up
Hi [Advisor Name], Just following up on my note from last week about qualified Roth conversion leads. I know your inbox is busy, so I'll keep this short: we currently have [X] open leads in [state/region] waiting to be matched. If you're taking on new Roth conversion clients, I'd love to get you set up before we fill those spots. Happy to do a quick 10-minute call or just answer any questions by email. Best, [Your name] RothRightNow | hello@rothrightnow.com
Subject: Roth conversion leads for fee-only advisors
Hi [Advisor Name], I came across your profile on NAPFA and wanted to reach out directly — I think what we're doing at RothRightNow is a natural fit for fee-only advisors. We generate Roth conversion leads from IRA and 401(k) holders who have specifically asked to speak with a specialist. Because these clients are actively seeking guidance — not just a product sale — they tend to be an excellent match for fee-based planning practices. We're selective about the advisors we partner with. We only work with fiduciaries and fee-only planners, and we make that clear to consumers before they submit. If you'd be open to a brief call, I'd love to show you a sample lead profile and walk through how the matching works. Best, [Your name] RothRightNow | hello@rothrightnow.com
Subject: Roth conversion lead inventory — partnership inquiry
Hi [Contact Name], I'm reaching out from RothRightNow, a Roth conversion education and lead generation platform. We're building qualified lead inventory in the retirement planning space and are exploring distribution partnerships with platforms like [SmartAsset / Zoe / Harness / etc.]. Our leads are generated from organic content marketing targeting IRA and 401(k) holders researching Roth conversions. Every lead includes: • Intent signal (active specialist request) • Account type and balance range • Age, tax bracket, and full contact info We're currently generating [X] leads/month and growing. I'd love to explore whether there's a fit for your advisor network. Would you be the right person to speak with, or is there someone on your partnerships team I should connect with? Thanks, [Your name] RothRightNow | hello@rothrightnow.com
Get Started

Apply to join the RothRightNow advisor network

We review all applications and reach out within 2 business days.

Why advisors choose RothRightNow

🧠

Educated, motivated prospects

Our content pre-educates leads on Roth conversions before they ever contact you — so first calls are more productive.

📞

You own the relationship

Once a lead is delivered, it's yours. We don't re-market to them, follow up, or introduce competing advisors.

📊

Transparent reporting

Monthly lead summaries with volume, contact rates, and quality feedback — so you can make data-driven decisions.

🤝

No long-term commitment

Month-to-month. Pause, adjust, or cancel anytime. We earn your business by delivering quality — not by locking you in.

Apply to partner

Tell us a bit about your practice and we'll be in touch.

✅

Application received!

We'll review your application and reach out within 2 business days to discuss next steps.