Author name: Rishi Bharathan

Rishi Bharathan is the CEO of WiserAdvisor. He has been working in the lead gen industry serving financial advisors for over 20 years.

News

Why Financial Advisors Struggle to Convert Digital Leads

Rishi Bharathan / September 16, 2024

When you’re looking to grow your business, it can be exciting to receive a batch of new digital leads. At first, this seems promising – a potential goldmine of new...

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Why (and how) Advisors Should Embrace Client Testimonials

Rishi Bharathan / August 7, 2024

In FinancialPlanning, Rishi Bharathan, CEO of WiserAdvisor, reports that 93% of consumers say online reviews shape their buying choices. These digital evaluations have evolved into a crucial step when purchasing...

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