WiserAdvisor provides two key benefits to our members: internet exposure through our Directory and tele-verified investment leads. Our investment leads are the backbone of our service, and we treat them accordingly.

WiserAdvisor advertises on a variety of search engines, including Google and Yahoo, as well as other investment-related websites. Investors can see our advertisements when conducting searches for financial and investment advice, and visit our website to make a request to be matched to our members.

Leads are not incentivized to make a request. WiserAdvisor does not provide gift cards, free booklets or how to guides; if an investor makes a request on our website then the only thing they will receive from us is the contact information of a local advisor. Investors do not have to worry about a bait-and-switch, and our members do not have to worry about leads that did not really want to be contacted.

When investors make requests on WiserAdvisor they provide us with key information about themselves and what they need an advisor to do:

• Name
• Phone number and email address
• ZIP Code
• Services requested
• Portfolio size

The lead can also provide us with additional details, such as “I am retiring soon” or “I am looking to consolidate my accounts into one managed account”. We use these details when matching the lead to our members.

Our verification process is second-to-none. Every lead making a request is first contacted by our team before we even consider which member will receive it. This allows us to eliminate leads that:

• Provide invalid or fake contact information
• Request debt or debt consolidation help
• Are another financial professional testing the service
• Are not serious about working with a financial advisor

In addition to checking on the lead’s contact information, we also review the services requested, portfolio size and give the lead an overview of what to expect from our service.

WiserAdvisor employs a dedicated verification team. We are the only referral service to contact every lead making a request on our website, regardless of the lead’s portfolio size, services requested or location. This allows us to maintain a high level of quality. In fact, WiserAdvisor disapproves 60% of requests because the lead information does not pass our verification process.

The Matching Process

Only verified leads are matched to our members, and are matched by hand. We do this because we take into account the specific comments left by each lead, as well as the specialties of each advisor. We understand that this is not a one-size-fits-all industry, and adjust accordingly.

As a member you are only matched to a lead if that lead requests a service that you provide, is within your service area and meets your portfolio requirement. This way you don’t waste your time contacting someone who does not fit your client profile.

Lead Delivery

All leads are delivered via email. You have the option of receiving lead notifications via text message as well, and can have associates copied in on the email if you work as part of a team.

For more information about the WiserAdvisor Directory, please visit Our Directory