Many advisory firms say they want growth, but their lead generation strategies haven’t kept pace with today’s consumer behavior. Referrals, social media and brand awareness…

What’s the biggest threat to your marketing success? It’s not having too many tools; it’s the “do everything” trap that’s killing your ROI before it…

What’s the biggest threat to your marketing success? It’s not having too many tools; it’s the “do everything” trap that’s killing your ROI before it…

If you’re still treating digital marketing as just another expense line item, you’re not just missing out on growth, you’re actively falling behind competitors who…

At this year’s Jolt conference, WiserAdvisor’s Rishi Bharathan and Mayank Jain each joined panels focused on key challenges for CMOs and marketing leaders in the…

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…

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,…

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)…

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….

WiserAdvisor, the original lead provider in the financial advice industry, has spent 20 years perfecting digital lead generation. After a record-breaking year in 2024, we’re…

Modern investors are accustomed to digital interactions — accessing information and completing transactions instantly with just a few taps on their mobile devices. They expect…

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…

In today’s digital landscape, financial advisors face a unique challenge. While lead generation has become more accessible through various platforms, converting these digital leads into…

The financial advisory landscape is experiencing a significant transformation, with client reviews becoming a crucial strategy for firms aiming to build trust and attract new…

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…

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 –…

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…

What Changes Were Made in the SEC New Marketing Rule? The SEC amended its final rule on Dec. 22, 2020. The amendments modernize how the…

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…

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…

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…