During this enlightening conversation, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity.
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 business. But as you dive into the pile, the excitement quickly turns into a daunting task. Sorting through hundreds of leads, only to find that many are lukewarm or irrelevant, can feel like navigating a maze with no clear exit.
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 anything from cars to meals to entertainment.
WiserAdvisor highlights Pure Financial Advisors’ 1,450+ client reviews in under 10 months—one of the highest among RIAs.
WiserAdvisor has acquired Indyfin to expand its product suite, offering financial advisors a review platform to build trust and attract clients.
WiserAdvisor’s blog is recognized in Feedspot’s Top 100 Financial Advisor Blogs, ranked based on traffic, engagement, domain authority, and freshness.
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 to focus on qualified prospects and existing clients.
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 financial advisors since 1998.
