We understand how difficult it is to run marketing campaigns - navigating the copy, audience, creative, and more requires extensive knowledge of paid acquisition. That’s why we’ve introduced AdBoosts by AdvisorFinder. Your premium plan includes a $500 credit that is allocated toward marketing you, your firm and the services you provide. This is spread across paid search campaigns, boosted keywords, and promotion across various digital channels. Think of us as your own marketing expert.
AdvisorFinder is designed to be compliant with applicable marketing rules. We work with advisors and planners from across the industry.
No, and it's not a matchmaking service either. We are building the best possible user experience to help people discover, compare and connect with financial advisors. The AdvisorFinder marketplace is free to use for anyone searching for an advisor or planner.
Our marketplace does not hide advisors behind a lengthy investment quiz, or a pay-wall. Each profile is publicly discoverable. Our goal is to increase the accessibility to financial advisors and make it easier for people to find an advisor. Many people don't know what advisors actually do, or how much they cost. Your profile on AdvisorFinder answers these questions.
Check it out for yourself!
Browse the AdvisorFinder marketplace here: app.advisorfinder.com/marketplace
No, AdvisorFinder charges a subscription fee. Most advisors prefer to pay annually. We do not take a split of your revenue for acquiring a client through the AdvisorFinder marketplace. We anticipate the subscription fee will increase over the next several years.
Once you apply to join, AdvisorFinder sends a payment link to your email address. Our payment processing is through Stripe. For large teams, we have custom onboarding & payment.
No, our team reviews each advisors background via BrokerCheck and/or the SEC Investment Adviser Public Disclosure website. We look for customer disputes, judgements and regulatory marks.
AdvisorFinder is an online marketplace where people can search for financial advisors based on their specific wants and needs. On AdvisorFinder, each advisor has their own unique profile that is publicly discoverable.
From experience as a financial advisor, we saw the significant challenges when it came to people finding advisors. Our team recognized the online prospecting solutions for advisors not only resulted in a hefty expenses and hundreds of hours spent on different strategies, but they left the people looking for help feeling more confused than when they started. The opportunity to build a better tech-enabled experience for advisors to find more clients, as well as enhance their online presence, while giving people the easiest way to find or research advisors presented itself.
Today, the wealth management industry is being impacted by technology and changing consumer behaviors. The nuanced approach we are taking with AdvisorFinder is seen with our focus on design and user experience. This is highly intentional as we need to take careful consideration to the emotions and finances of advisors and prospects. The result is AdvisorFinder: an online marketplace where people can search for financial advisors based on their specific wants and needs. Our goal is to help people feel more confident about choosing a financial advisor.
Read about our founder story here: Early Days Of AdvisorFinder with our CEO, Jason Friedman.
AdvisorFinder is being developed by a team based in Virginia Beach, VA. Meet our team.