WiserAdvisor provides two key benefits to our members: internet exposure through our Directory and tele-verified investment leads.

Our Directory provides members with an unparalleled level of internet exposure. No other referral website appears as highly-ranked on search engines for investment-related keywords, or provides investors with as trusted a resource in which to research local financial advisors.

Investors can use a search engine, such as Google, to find investment planning help by typing in a financial services-related keyword. This is how investors primarily find our website. Our Directory often appears at the top of the search result, meaning that the investor doesn’t have to look at thousands of other pages in order to find your profile with us.

Once on the Directory, investors are given the option of searching for a local financial advisor by typing in their ZIP code, their city or even their state.

Once a search is submitted the investor will see a results page displaying the different WiserAdvisor members willing to serve clients in that area. The investor can view each member’s profile, click through to their personal websites, or even call the member’s office to set up an appointment.

Looking to expand your reach past your metro area? By taking a larger service area your profile will appear in searches outside your immediate metro.

For more information on the WiserAdvisor profile, please visit Our Profiles

For more information on the investment leads, please visit Our Leads