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

Turning Digital Leads Into Clients: The New Approach to Organic Growth
In WiserAdvisor’s groundbreaking 2025 State of Digital Leads Report, our research reveals a significant shift in how the next generation of investors finds financial advisors. Unlike their predecessors, younger investors aren’t relying primarily on personal referrals —they’re actively searching online for the right advisor match.

How Today’s Investors Search, Communicate, and Engage

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.