The hardest parts of growth made easy.

WiserAdvisor makes the two most challenging parts of growing your advisory firm easy – finding quality leads and showing your value through compliant client reviews.

By combining an industry-leading prospect pipeline with the kind of social proof needed to close new clients, WiserAdvisor gives you a true organic growth platform that no one else can match.

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“How Indyfin, powered by WiserAdvisor, was able to package this in a compliant, friendly way was a no-brainer for us. Our compliance team is very strict and we wanted to make sure we were doing things appropriately. The process has been phenomenal and I would encourage most advisors, if not all.”

Joe Anderson

CEO, Pure Financial

“Indyfin has become an essential partner in my company’s growth! Client referrals have always been the best way to win new business and the team at Indyfin are amazing at helping do just that. The client feedback and testimonials have been enlightening to me as an advisor…”

Peter Lusk

MBA

“Indyfin has built an advisor focused solution that enables me to easily gather and share client feedback in the future. This helps build trust with prospects and provides client ratings that are the standard on many consumer facing ecommerce platforms”

Fredrick Standfield

CFP®, CPA

Joe Anderson

CEO, Pure Financial

Joe Anderson

MBA

Fredrick Standfield

CFP®, CPA

Trusted by

Quality leads

Compliant Client Reviews

AUM Growth

Verified Leads

For more than 20 years, WiserAdvisor has been providing advisors with high-quality, verified leads who are actively seeking an advisor. Over those two decades, WiserAdvisor has perfected the process, enabling you to diversify your lead sources for a more predictable, reliable flow of new clients.

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Compliant Client Reviews

In 2023, WiserAdvisor acquired Indyfin, an innovative client reviews platform that empowers firms large and small to survey clients, collect feedback, and publish 100% compliant client reviews across their digital ecosystem.

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Financial Advisors Grow with Indyfin

Joe Anderson

CEO, Pure Financial

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Recent Insights

Happy black woman on tablet conducting research looking towards building trust with online reviews

Marketing & Strategy

Building Trust in a Digital World: The Power of Verified Reviews

In today’s digital landscape, prospective clients are increasingly turning to online reviews before making decisions about financial services. While word-of-mouth referrals remain powerful, online testimonials have emerged as equally influential trust signals. As financial advisors, embracing client testimonials can significantly enhance your practice’s visibility, credibility, and growth potential.

Marketing & Strategy

The Art of Timely Follow-Ups: Converting Digital Leads into Clients

In today’s digital landscape, financial advisors face a unique challenge. While lead generation has become more accessible through various platforms, converting these digital leads into clients requires a strategic approach that many advisors haven’t yet mastered. At WiserAdvisor Growth, we’ve analyzed thousands of advisor-prospect interactions and discovered a crucial truth: response time is critical in…

Case Study

Financial Advisor Reviews: A Success Story in Client Trust and Growth

The financial advisory landscape is experiencing a significant transformation, with client reviews becoming a crucial strategy for firms aiming to build trust and attract new clients. One example is Pure Financial Advisors, a forward-thinking firm that is effectively utilizing this approach to enhance client engagement.