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.


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.
Financial Advisors Grow with Indyfin
Joe Anderson
CEO, Pure Financial
Whitepaper
The 2025 State
of Digital Leads Report
Our exclusive research reveals 4 keys insights around:
- Why digital leads exceed quality expectations
- How to stand out as competition intensifies
- Converting digital leads with proven strategies
- Leveraging the client review advantage
Recent Insights

Mastering Client Onboarding: Best Practices for Advisors to Create Long-Lasting Relationships
They say you only get one shot at a first impression. While you may have spent some time getting to know your prospects during a discovery call, the real test comes once they transition into a full-fledged client. The first challenge? Executing a flawless onboarding process. The onboarding process is your first real opportunity to…
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6 Reasons Why Referrals Are Declining (And How to Adapt Your Lead Generation Strategy)
Recent survey data has painted a surprising picture for advisors: firms can no longer grow on referrals alone. From our own research, surveys, and studies, we’ve identified the top reasons why firms are beginning to experience a decline in lead generation through referrals. Plus, we’re providing three easy, yet effective, ways to transform your lead…
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Proven Techniques to Attract High-Net-Worth Clients
For financial advisors looking to scale their practice or move upmarket, one of the most powerful growth opportunities lies in attracting and retaining high-net-worth (HNW) clients. While the benefits of working with this audience are clear—larger account sizes, more complex planning opportunities, and the potential for long-term, multi-generational relationships—earning their business (and trust) requires more…
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