Start With an Application

We take on a limited number of firms each quarter. The application below tells us your criteria — asset minimums, geography, and the appointment volume your calendar can support — so we can tell you quickly whether we're a fit.

How does Pay Per Show work?

We build and manage the acquisition campaign, qualify prospects against your criteria, and schedule approved opportunities directly to your calendar. You’re billed only for qualified appointments that actually attend.

Who are the prospects?

What happens if someone doesn’t show or isn’t qualified?

How much does each appointment cost?

Do I need to handle any of the marketing?

Is there a long-term contract?

APPLY NOW

Stop Paying for Appointments That Never Show

See if your firm qualifies for Crestline's Pay-Per-Show model. We source, qualify, prepare, and schedule high-value prospects based on your criteria.

CRESTLINE PARTNERS

We source, vet, qualify, and book high-net-worth prospects based on your criteria.

Copyright © 2026 Crestline Partners. All rights reserved.

Privacy Policy

Terms of service

APPLY NOW

Stop Paying for Appointments That Never Show

See if your firm qualifies for Crestline's Pay-Per-Show model. We source, qualify, prepare, and schedule high-value prospects based on your criteria.

CRESTLINE PARTNERS

We source, vet, qualify, and book high-net-worth prospects based on your criteria.

Copyright © 2026 Crestline Partners. All rights reserved.

Privacy Policy

Terms of service

APPLY NOW

Stop Paying for Appointments That Never Show

See if your firm qualifies for Crestline's Pay-Per-Show model. We source, qualify, prepare, and schedule high-value prospects based on your criteria.

CRESTLINE PARTNERS

We source, vet, qualify, and book high-net-worth prospects based on your criteria.

Copyright © 2026 Crestline Partners. All rights reserved.

Privacy Policy

Terms of service