Altough SEC and NASD Regulations prohibit us from posting testimonials from specific advisors, we are proud to state that:

• WiserAdvisor.com serves over 1,600 active advisors and has generated close to 10,000 qualified leads since inception.

• WiserAdvisor.com has helped many advisors augment their client base by literally bringing pre-screened qualified leads to their doorstep while at the same time safeguarding the value of each lead by not giving it out to numerous advisors.

Featured Partners

AdvisorCentral
AdvisorCentral is an industry-wide portal that provides a single-site solution for busy investment professionals. With one easy login, financial advisors, independent broker/dealers, and brokerage back offices have secure access to mutual fund and client account data for many of the largest, most respected investment organizations.
NF Communications
Over 10,000 financial professionals use NF Communication's marketing systems to obtain more and better clients, increase money under management, increase commissions and earn more while working less. Its programs are in use by brokers at most major securities firm, many NASD firms, and by hundreds of independent insurance agents and captive agents with large, well-known insurance companies.
Epn
Epn is the only national wholesaler of annuities and LTC that pays higher compensation to experienced, self-reliant producers. It represents all major carriers and offers the industry's best-selling products. Its self-service Internet approach means it requires fewer employees, which lowers its costs. Epn benefits from the highest allowable commissions and the industry's most generous incentive program, Perks Plus™.
International Association of Qualified Financial Planners (IAQFP)
Formed in January 2003, the group’s mission is to provide extra emphasis and meaning to the voice of any one member regarding issues affecting them, the developing Financial Planning Profession, and the public, and does this through a fully open forum resulting in open deliberations, nominations, elections, and voting.