WiserAdvisor.com has developed two separate methods by which referrals are matched to advisors and hence, leads are generated.

Method 1: Search Assistant

Potential clients are asked to fill out a simple form which asks them questions about the kind of services they need, their portfolio size, net worth and the fee structure that they are comfortable working with. Our experienced analysts use this information to match them with the best possible advisors, based on the advisor’s profile. Once this is done, an e-mail is sent out to the potential client with the advisor’s name and profile, so when you follow up with a referral, they have already seen your information and are expecting you to contact them.

Method 2: Advisor Directory

Using this method, potential clients can browse our directory of financial advisors by city, state, or zip and find the advisors that are located in their area. They get an opportunity to view advisor profiles and call the advisor or submit a request for advisors to contact them. Again, they are pre-selecting you thereby greatly enhancing the chances of you converting them into a client.

For an overview of the service, click here. To learn more about the various programs, click here.

• Opt-in to a highly optimized directory listing marketing your credentials, website and contact number to increase visibility. All data on clicks and calls are tracked in your account. (more information)
• Investors receive a professionally crafted profile with your credentials, FAQ’s, personal message and contact information. (view sample profile)
• All leads are manually reviewed; pass an 8 point automated check and tele-verified by a live operator. (view quality process)
• All leads are delivered in real time via email, cell phone, portfolio or XML. (view sample lead)
• We now offer a unlimited lead, click and call program for preferred advisors, (ACE Advisor)