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Easy-to-use, flexible, personalized system
When we built this system we made sure that it would be able to meet all your needs
while remaining easy to use:
| Control the number of leads you receive |
You can set a maximum amount that you wish to spend each month. This ensures that you don't get overloaded with referrals that you don't have the time to follow up with. |
| Join/quit at any time with no setup or termination fees |
Other client acquisition techniques such
as seminars and workshops have high fixed costs and are therefore
risky. |
| Know exactly how much value you are receiving from our system |
Our detailed reports monitor and document
your performance in our system. We also provide tips to help you
optimize the number of high quality leads you are receiving. |
| Run your current practice as usual |
While you may be creating new
relationships using a new and powerful medium, the rest is business
as usual. Only the initial contact is online. |
| Build a personalized profile |
Showcase your skills, experience and
qualifications with your own personalized profile web page. Also
convey important information to potential clients regarding your
values and mission statement.
Click here to view a sample profile web page. |
| You don't have to worry about the FCC do not call restrictions! |
When you receive a referral from WiserAdvisor, the FCC do not call restrictions do not apply because by requesting to be contacted by an advisor, the referrals are providing us with expressed permission to call them and their inquiry also constitutes the establishment of a business relationship, thereby releasing WiserAdvisor and our advisors from the do not call restrictions.
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Independent, objective and trusted
WiserAdvisor does not sell any financial products or services and we do not have exclusive
affiliations with specific advisors or advisory firms. Because of this, we can remain
independent and objective. Investors are matched to advisors based on the degree of fit
between the two. This is especially advantageous for firms that do not have large client
bases and cannot rely on referrals. So whether you are affiliated with a particular firm
or not, and whether you are part of a big firm or a smaller one, you can benefit from
WiserAdvisor.
We respect your privacy and will never sell or reveal your contact information. Furthermore,
we are compliant with relevant securities laws, so you'll always have peace of mind when
partnering with us.
With WiserAdvisor, you're always in good company
Our rigorous prescreening process and background checks ensure that the WiserAdvisor community
consists of an experienced and highly skilled group of professionals who provide quality
investment advice and financial planning. As a threshold requirement, every advisor must
possess one of the following degrees, licenses or designations:
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Juris Doctor (JD)
- Masters in Business Administration (MBA)
- Registered Investment Adviser (RIA) (State or SEC) or RIA representative
- Series 7, 63 or 65
Furthermore, every advisor in our system is a full-time professional with at least 2 years of
experience, so you don't have to worry about being associated with an inexperienced, unskilled
or unsavory group of advisors.
Sign up now and start receiving the leads you want today!
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