Author name: sarvesh.upadhyay

WiserAdvisor, a leading lead generation platform for financial advisors, has joined LPL Financial’s Vendor Affinity Program, making its platform accessible to over 18,000 of LPL’s financial advisors.

In this episode, Jeremy Keil, founder of Keil Financial Partners, reveals how he doubled his firm’s size in two years through external lead generation services and outsourcing follow-up, allowing him...

Paladin has announced the sale of its lead generation service to WiserAdvisor. Paladin’s service, launched in 2004, matched investors with vetted financial advisors, while WiserAdvisor has been generating leads for...