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WiserAdvisor’s mission is to provide the necessary resources (education, knowledge, tools, functionality, technology and coaching) needed to be victorious in the online lead generation space. Our goal is to assure that WiserAdvisor is the best use of your advertising dollar and a profitable metric of your marketing efforts. Hence, we aim to provide guidance and mentorship in order to capture, cultivate and convert online leads into a profitable marketing channel. We will continue to provide the best in breed service, tools, content and quality to assure your business success. Think of us as providing franchise support without franchise fees. Our practice is to grow your practice:
Press Release
As a member of Wiseradvisor you will receive a press release indicating that you have met the standards and qualifications required to be active in our service. There are more than 500,000 registered representatives and financial professionals working in the United States, and less than 1% are members of Wiseradvisor.
Expect to receive an email from us containing the press release within a few days of signing up. Pass it along to your local newspaper, post it to your website or send a copy to your clients. Let them know that you are part of an elite group of financial advisors.
Seal Program
Each member of Wiseradvisor is given access to our exclusive advisor seal, which can be used to further market your services to potential clients. The advisor seal is an image that you can place on your website to let visitors know that you are a member of Wiseradvisor. By clicking on the image the visitor is immediately taken to your profile listing on our website, where they can read about your services and your qualifications.
Unlike the wide assortment of seals that other organizations provide, the Wiseradvisor seal carries with it some real weight: all of our financial advisors are fee-based or fee-only, have clean SEC and FINRA records and have an unparalleled level of experience in investment and financial planning. We don't have to give our advisors "star" or "diamond" ratings because our requirements and qualifications speak for themselves.
Newsletter
February 2009 Member Newsletter
February 2008 Member Newsletter
Seminars & Webinars
We will routinely hold seminars and webinars to educate our merchant base on how to optimally utilize our platform, cultivate and convert online leads. We also hold educational and informative webinars related on the trends in the financial planning industry.
Awards & Accolades
We will routinely profile our star performers and top producers who are succeeding with our quality online leads. We reward based on tenure ship, lead volume, appointments and closings.
Value Added Tools
We will continue to provide value added tools and functionality to make the online lead generation experience pleasant and profitable. The following are some of what we currently offer:
| Lead Targeting |
Category Selection |
Website Click Monitoring |
| Lead Filtering |
Directory Service |
Blackout Dates |
| Custom Profile |
Auto Response |
My Neighborhoods |
| Budget & Account Plans |
Refer A Pro |
Lead Delivery Options |
| Service Area Selection |
References from Clients |
Lead and Click Bidding |
Coaching Expert
You will receive a personal coaching expert to provide mentorship and guidance in capturing, cultivating and converting online leads.
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