1. Lowest cost per client
2. Expansive reach
3. Tele-verified leads
4. Value added tools
5. High conversion rates
6. Credential Based Profile
7. Robust Directory
Click here
to sign up now!
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We would be happy to conduct conference call demos for companies with 10 or more advisors
considering joining WiserAdvisor.
Call us now!
Ph: (703) 259-4498
Email:
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WiserAdvisor.com is an independent and unbiased matching service which is designed to help
individuals find the best financial advisors for their unique needs, and to provide advisors with
their ideal clients.
WiserAdvisor.com is designed to ensure high-quality leads for both
clients and advisors. This easy-to-use system prides itself on its simplicity and accuracy. Responses
to our questionnaire from potential clients are fed into our algorithms and compared with the
advisors' profile information and client preferences, enabling users to initiate contact with the very
best advisors for them.
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Acquire your ideal clients at a fraction of the cost and time it takes by traditional methods!
WiserAdvisor enables you to harness the power of the Internet and gain access to a highly
targeted yet expansive nationwide pool of potential clients who are specifically seeking your
financial expertise.
The leads you receive from WiserAdvisor are not only high-quality investors who match your requirements, but have also been televerified before being sent to you. This dramatically increases the percentage of leads who make appointments, since you know that each lead you receive from WiserAdvisor is a real investor looking for a financial professional. As a member of WiserAdvisor your profile will also be listed on the directory, which allows investors to review your qualifications and credentials as they search for advisors in their area. Your directory listing increases your exposure on the internet, and also allows investors to contact you without having to fill out our questionnaire.
Also, when you receive a referral from WiserAdvisor, you do not have to worry about the FCC do not call restrictions 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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