WiserAdvisior Migrates to a New Platform

WiserAdvisor has been acquired by TEOCO Corporation.  It will be operated on Respond's platform, which has been in operation since 1998 and has serviced 10's of thousands of merchants with over 3 million leads. The technology is best in class and cutting edge.

As a result of the new platform, you will be empowered with more tools and functionality to help increase your return on investment.

The new platform provides exciting new enhancements such as custom responses for each category, service area options, lead delivery to cell phones and custom FAQ's for prospective investors.

How Does WiserADvisor Assist My Business In Growing The Value Of Assets Under My Management?

Quality Is Our #1 Priority: What is WiserAdvisor doing to qualify the business opportunities?

All leads go through an 8-point quality control process, which includes:

• Phone number validation check (National Database)
• Email validation check
• Manual review of lead parameters such as channel, comments and details.
• Tele-Verification to assess intent, contact information and best time to contact. Verification comments are often available to review on leads.
• Universal filter to capture customers with assets interested in investing and channel away debt and budgeting related requests.

In addition, upon speaking to the investor, WiserAdvisor establishes the following expectations:

• Financial Planners pay for this service so their time is to be respected.
• Investors should be willing and interested in speaking to planners.
• Investors should have assets to invest or manage and are interested in investment information, advice and enrolling a professional.

Did You Know?
As a testament to our Lead Quality, WiserAdvisor plans on disqualifing 45% of the leads on a monthly basis.

Volume Is Our #1 Initiative: What Is WiserAdvisor doing to generate more financial planning leads?

As of January 2008, WiserAdvisor will be increasing the volume of leads generated by over 500% compared to the same period in 2007. WiserAdvisor has budgeted an additional $50,000/month to generate even more qualified financial planning leads.In addition to a higher marketing budget, WiserAdvisor has assigned a dedicated team and office to focus on generating qualified leads.

Proliferation Is Our #1 Goal: What is WiserAdvisor's business objectives?

WiserAdvisor is determined to be the industry leader in financial planning/advising. We have a multi-pronged approach in expanding our reach:

• Search Engine Optimization - Dedicated resources to refine and focus our organic search engine rankings. Search your “your city” + “financial planners” and you are likely to see the Respond directory on the first page of results on many major search engines.
• Paid Advertising Campaign - WiserAdvisor will continue to grow its advertising reach to be on the first page of major keyword terms related to financial planning and advising industry.
• Local Publisher Network - WiserAdvisor is a national advertiser in numerous yellow pages and local websites that yield millions of unique visitors every month.
• Existing Traffic - WiserAdvisor markets its financial planning services to over 60,000 of existing requests every month, and incorporates the financial planning industry in over 1.5 million visitors per month.
• Affiliates Partners - WiserAdvisor has dozens of high traffic and relevant sites driving investors to Respond.com, Including: Morningstar, Tycoon, Inc., BusinessWeek, USA Today, Kiplinger, Motley Fool, The Street, Zack’s, Newsweek, Tycoon, Young Money, etc.

Contact Us:
We are here to help your business grow, please feel free to contact us at 703-259-4498 or enroll@wiseradvisor.com.

ACTION ITEMS

Call us at 703-259-4498 to review the following:

- Credit Card (you must have one on file to continue to receive leads - you will be charged on the 1st of the month for leads delivered during the previous month)

- Filters and Service Area (assure that you are receiving targeted leads)

- Categories ( You are signed up for financial planning, financial advising, retirement planning, 401K rollover - we also have Annuities, Long Term Care, Life Insurance and 401K Plan Services)

- Profile, Crenditals and Custom Message (Update these tools to help increase  your return on investment)

Please feel free to contact us at 703-259-4498 or email enroll@wiseradvisor.com

Directory Listing

What other ways can WiserAdvisor drive me more traffic.

You also have the option to be listed in a highly optimized directory listing with your customizable profile, including: website, contact information, FAQ’s, business description and more.  You have the option of enrolling in our unlimited clicks and calls performance advertising for a nominal annual fee.  You can view sample directory listings under the Company Profile Tab.  Any relevant information captured from clicks and calls is retained on your account (e.g. originating phone number).  

Please feel free to contact us at 703-259-4498 or email enroll@wiseradvisor.com

Rewards & Recognition

WiserAdvisor Will Be Rewarding and Recognizing Advisors based on their experience with WiserADvisor in the following Criteria:

• Tenure ship
• Assets Under Mgmt
• Closing Rate

Please feel free to contact us at 703-259-4498 or email enroll@wiseradvisor.com

Exclusive Leads

Increase your return on investment by pursuing exclusive leads.

Please feel free to contact us at 703-259-4498 or email enroll@wiseradvisor.com