It's with great excitement that we share an important update from WiserAdvisor and our team.
WISERADVISOR HAS ACQUIRED INDYFIN - A DALLAS BASED FINTECH COMPANY.
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A WiserAdvisor member from Illinois has already helped 10 of our consumers and converted them to happy clients. Our Advisor Success Manager has been working closely with him to improve his public profile and his follow up and drip campaigns. Working closely together with our team member has greatly attributed to his success with the program and increased his AUM.
Our agile and customizable program is designed to support all sizes of financial advisory businesses by generating inbound investor enquiries from major search engines and employing a breakthrough screening process that results in engaged referrals looking to connect with an advisor. With the help of our effective marketing strategies, and Personal Advisor Support Managers, you can reach the right audience and talk to the people that are ready to engage.
*Results based on a survey conducted in 2022.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
Over $40 million of his total $80 million AUM was contributed by assets transferred by WiserAdvisor prospects. What works for him is to connect with the prospects in a timely manner and not give up. He also continues to share helpful and relevant communication with the prospects as they make a decision.
-- A long term loyal WiserAdvisor memberSign up below for more information.