PFS Adviser Intake Link
A PFS adviser intake link lets financial professionals give their own audience a structured financial clarity assessment before a professional conversation.
What the intake link is
The PFS intake link is a dedicated route for an adviser’s own audience. The adviser shares one link; people use it to complete PFS and can then voluntarily choose whether to share their anonymous profile with the adviser.
Where you can share it
The current product is designed for distribution through social media, cohorts, webinars, TV shows, communities, websites and other audience channels.
The audience is not forced into a connection
Completing PFS through your link does not automatically make the person your client. The person can review the report and choose whether to share the anonymous profile with you.
You decide whom to serve
When a profile is shared, the adviser can accept or decline. The PFS mechanics are designed so the adviser retains freedom to decide whom they can genuinely serve.
Separate from directory discovery
The intake link is different from the PFS adviser directory. Directory users choose an adviser from PFS; intake users arrive through an adviser’s own audience channel.
Why this matters
The intake link gives an adviser something useful to give an audience before asking for a conventional consultation: a structured way to understand their own financial position.
Explore PFS for your practice
See how PFS works for financial advisers, including directory connections and adviser intake links.
For financial advisers →How PFS credits actually work
PFS has three separate credit concepts. They are not interchangeable.
- PFS Assessment Credits: used for a person's own PFS assessments. The first assessment is free. The 10-assessment plan provides 10 fresh assessments, each personalised to the information entered, and the credits are valid for 3 years.
- Connection Credits: used by advisers for user-initiated requests from the PFS Adviser Directory. The user chooses the adviser. The adviser sees the user's anonymised financial snapshot before deciding. One connection credit is deducted only when the adviser accepts. Declining uses no connection credit.
- Intake Credits: a separate adviser pool for an adviser's own Intake Link. The audience can use the link without paying and there is no audience-size limit. A shared intake arrives as an anonymised PFS profile; one intake credit is deducted only when the adviser accepts it. Rejecting an intake uses no intake credit.
Assessment credits are for taking PFS yourself. Connection and intake credits are adviser-side credits for accepting people through two different routes.