Lead Volume Up, $1 billion in Assets Reached Our Members in '08

Market uncertainty has prompted many investors to seek a new financial advisor, and WiserAdvisor has seen a rapid increase in the number of investors using our service in their search. More than $1 billion in portfolio assets were passed along to our members in 2008, and we expect to surpass that figure in 2009.

WiserAdvisor has launched several new partnerships with prominent investment websites, and has recently given control of our online advertising campaigns to Efficient Frontier - the industry leader in search engine advertising. We expect our members to reap the benefits of these efforts.

Because we expect even more leads in 2009, you may want to consider becoming an ACE Advisor. ACE Advisors do not have to worry about budget constraints, receive an unlimited number of leads and do not pay a per lead fee. Members under this program ultimately see lower acquisition costs. Don't miss out on opportunities!

WiserAdvisior Becomes Industry Leader

Wiseradvisor has achieved prominence in the financial planning lead generation and directory listing space. We are the industry leader in matching qualified and motivated investors with pre-screened financial advisors.

We continually seek out ways to improve the quality of our service and the quantity of our leads. You can expect more tools, products and services designed to help you grow, manage and streamline your practice to be launched in the coming months.

WiserAdvisor is also the only financial lead company to contact every lead that makes a request on our website. This allows us to maintain a higher level of quality than any competitor.

 Did You Know?
WiserAdvisor rejects more than 60% of the leads making a request because they do not pass our verification process.

Use Our Press Release to Increase Your Credibility

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.

The Advisor Seal Program Gives Your Website an Extra Boost

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.

Not sure how to post the seal to your website? Call 703-259-4498 or send an email to enroll@wiseradvisor.com and a representative will contact you. We're happy to help.

ACE ADVISOR  

Looking to increase lead volume AND reduce costs? The ACE Advisor program may be right for you!

- Receive an unlimited number of leads in our top categories

- Priority ranking in our Directory, increasing your internet exposure

- No more monthly billing, per lead fees or budgetary constraints

Want more information on the ACE Advisor program? Call  703-259-4498 or send an email to enroll@wiseradvisor.com for more information.

Directory Listing

Our Directory Gives You Real Internet Exposure

Every member of WiserAdvisor is given a profile on our highly-optimized Directory. The profile contains contact information, a link to the advisor's personal website, information about services offered, and the advisor's credentials and qualifications.

Investors can find the Directory by searching for local financial advisors using a search engine, such as Google. The Directory is frequently one of the top search results, and allows investors to personally view your profile and contact you directly. 

Not listed in our Directory? Call  703-259-4498 or send an email to enroll@wiseradvisor.com.

What to Expect in 2009

WiserAdvisor is developing new tools and services to help you manage your leads and grow your business. You can expect several new things in 2009:

• New website design
• New lead types
• New lead management tools
• Much more...