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.