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WiserAdvisor recently provided me with the ideal client. She submitted her request for a financial advisor and within 30 minutes we were talking about her $2.7 million worth of assets which are now under my care!
I've gained millions in AUM from WiserAdvisor over the years. There are some years that I close a third of the leads they send me! This month alone I've closed two clients for $700,000 each and I'm about to close on another for $1.5 million!
WiserAdvisor provided me with a new client whose portfolio was just under a million, and another one whose portfolio was well over a million. On top of that, I've gained clients from both of these clients' referrals which in my eyes is priceless.
Investors searching for an advisor find us through our Search Engine Marketing and high ranking SEO and place requests.
Live specialists verify the lead's contact information and intent.
Prospects are matched to 1-3 advisors based on their requirements. Advisors are selected based on their service area, asset filters and monthly budget.
Advisors and prospects receive each other's details via text and email and reach out.
"Great start to find the right advisor - I was given very well qualified financial advisors. I was easily able to research them, conduct interviews and choose the correct one for my family. Process was made easier by being given pre-qualified professionals."
by Ned
"A difficult but enviable decision - I was extremely pleased with the service. I was contacted the same day I placed my request for service and the individual who took my information was personable as he asked what I was looking for in a financial planner.I was contacted by 3 organizations who were all helpful and very professional. They all appeared to have the services I needed and it was only after second meetings and much deliberation that I was able to make a choice with the company that I feel will be the...
by James