Advisor listings (e.g., NAPFA, FeeOnlyNetwork, PlannerSearch) can be a great 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.
Wealthtender is an advisor listing site that focuses on niches. Advisors we know have been happy with the leads they get from the site.
You can sign up and get started in less than 2 minutes by visiting this page and choosing the Done-for-You setup option.
Free Done-for-You Setup: Most advisors choose this option. The Wealthtender team creates the advisor's profile page using information from their website, LinkedIn, etc. Once created, advisors have full access to sign in and personalize their page further.
The Growth Plan ($39/mo.) is the best option to take advantage of the benefits to grow in a niche beyond the benefits of your SEO-optimized profile page. For example:
Get Featured in a Niche Q&A Article. Examples: ADHD Financial Advisor | Outdoor Enthusiasts | Immigrants & Foreign Nationals | Divorced Women
Get Quoted in the Media. Examples: View Gallery of Recent Advisor Media Mentions
Guest Post on Wealthtender. Examples: Invest in Yourself | Retire in Your 30s
Syndicate on Wealthtender. Example: Build Credit as an Immigrant
You can view additional details about the benefits by visiting: wealthtender.com/grow
In addition to individual advisor subscriptions, they also offer plans and additional benefits for advisory firms (2+ advisors). Learn more.
CONTACT INFORMATION:
Brian Thorp | Schedule a Call | Visit Website
Use the discount code KALEIDO to get 50% off your first two months of any subscription plan.