WiserAdvisor is an online service that specializes in matching investors to local financial advisors. Since 2004 we have both provided investors with a trusted resource to find a quality professional, and have given our members a reliable way to build their businesses.

With our expertise in internet marketing and advertising we are able to give you unparalleled access to an online audience of millions of investors looking for investment advice. Our members have access to the thousands of investors who use our service each month, and were passed along more than $1 billion in portfolio assets each year.

Members are given the opportunity to be reached by investors two primary ways: through their profiles on our Directory and through requests for contact made on our website.

As a member you are provided with an online profile that is listed on our Directory. This profile will appear in searches by investors looking for a financial professional in areas you do business in. Investors can find your profile by visiting WiserAdvisor.com directly, or by searching for investment-related keywords on an internet search engine, such as Google or Yahoo.

Your profile contains your contact information, allowing investors who are interested in your services the opportunity to contact you directly. We will also link to your firm’s website from your profile, helping to drive traffic to marketing material that you have already created.

In addition to your contact information the profile contains more detailed information about you as an advisor:

• Your mission statement
• Your experience
• Your licenses and designations
• The type of investments you handle
• Your client profile

The profile is completed by you, so you can customize the information that investors see. We can also help you make sure that your profile meets the approval of your compliance department.

For more information about the advisor profiles, visit Our Profiles

WiserAdvisor specializes in matching investors to local financial advisors. All of our leads come from the internet; we do not cold call, mass mail or mass e-mail investors to get them to use our service. Investors proactively request to be matched to a financial advisor on our website and are not incentivized: no gift cards, free books or anything else that reduce their sincerity in speaking with you.

You determine the area you want the leads to come from, either by picking a metro area, counties, or a mile radius around your office. You can also pick the categories of leads you wish to be matched to. Categories include:

• Financial Advising
• Financial Planning
• Retirement Planning
• 401k Plan Rollover
• 401k Plan Services
• Education Planning
• Annuities
• Insurance

Each lead is contacted by our team to ensure that you spend less time chasing dead-ends and more time setting up appointments.

For more information about our leads and the verification process, visit Our Leads.