The 52: An Advisor Directory Focused on Niches

An Advisor Directory Focused on Niches

Advisor directories like NAPFA’s Find an Advisor, FeeOnlyNetwork, and FPA’s PlannerSearch can be a cheap, passive way to get unsolicited leads. The problem is these listings are generally zip code based, so they aren't great for people focused on a niche they serve nationally. For advisors who fall into this group, there is an advisor directory site for you: Wealthtender.com! Now prospects can choose an advisor who specializes in working with clients just like them rather than just picking a generalist close to their home.

P.S. We don’t have any financial incentive to promote Wealthtender, but they did give us a discount code to share with you. Use the code KALEIDO for 50% off your first two months of any subscription plan.