wiseradvisor

In The News

FAIRFAX, VA, USA, June 3, 2021 - EINPresswire.com

LPL Financial Selects WiserAdvisor for Vendor Affinity Program to Help Financial Advisors Acquire New Clients

WiserAdvisor, a leading investor lead generation platform for financial advisors and advisory firms, has been added to LPL Financial’s Vendor Affinity Program. As per the program, membership to the WiserAdvisor platform is now available to LPL’s more than 18,000 financial advisors... Read more >

Marketwatch.com, June 25, 2021 - Rishi Bharathan CEO WiserAdvisor talks to Morey Stettner

Do you really need a financial adviser? Take this six-question test to find out.

Whether you’re 27 and starting a career or 57 and planning for retirement, you may wonder, “Do I need to hire a financial planner?” Will paying an adviser’s fee result in substantially better financial decisions and fewer costly mistakes?

“Money is very emotional,” said Rishi Bharathan, chief executive of Fairfax, Va.-based WiserAdvisor, an online firm that matches consumers with advisers. “Most people don’t recognize that,” so unless they’re highly disciplined and capable of controlling their emotions, they may want to pay a financial planner to provide a voice of... Read more >

Kitces.com, May 11, 2021 - Financial Advisor Success Podcast

#FA Success Ep 228: Accelerating Growth By Paying To Outsource Lead Generation And Prospect Follow-Up, With Jeremy Keil

Welcome back to the 228th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Jeremy Keil. Jeremy is the founder of Keil Financial Partners, a hybrid-RIA located in Milwaukee, Wisconsin that manages $85 million for 170 clients.

What’s unique about Jeremy, though, is that he’s been able to double his firm’s size over the past two years not by prospecting more aggressively but by leveraging two external lead generation services, SmartAsset and Wiseradvisor, and then outsourcing all the follow-up outreach to those leads so he only spends time meeting with qualified prospects who want to meet with him (in addition to focusing the rest of his time on his existing clients and other needs of the business)...
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Scottsdale, Ariz., Sept. 4, 2019 - PRNewswire

Paladin Announces the Sale of its Lead Generation Service to WiserAdvisor

SCOTTSDALE, Ariz., Sept. 4, 2019 /PRNewswire/ -- Paladin announced the sale of its lead generation service (www.PaladinRegistry.com) to WiserAdvisor (www.WiserAdvisor.com). Paladin's lead generation service originated in 2004 when the firm began matching investors to vetted financial advisors. WiserAdvisor history of producing leads for financial advisors goes back even further - to 1998... Read more >

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