Mastering Client Onboarding: Best Practices for Advisors to Create Long-Lasting Relationships
Recent survey data has painted a surprising picture for advisors: firms can no longer grow on referrals alone….
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Mastering Client Onboarding: Best Practices for Advisors to Create Long-Lasting Relationships
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,…
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6 Reasons Why Referrals Are Declining (And How to Adapt Your Lead Generation Strategy)
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,…
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Proven Techniques to Attract High-Net-Worth Clients
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)…
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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….
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The 2025 State of Digital Leads Report
THE 2025 OUTLOOK ON DIGITAL LEAD GENERATION FOR ADVISORS WiserAdvisor, the original lead provider in the financial advice industry, has spent 20 years perfecting digital…
How Today’s Investors Search, Communicate, and Engage
Modern investors are accustomed to digital interactions — accessing information and completing transactions instantly with just a few taps on their mobile devices. They expect…
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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…
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The Art of Timely Follow-Ups: Converting Digital Leads into Clients
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…
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Financial Advisor Reviews: A Success Story in Client Trust and Growth
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…
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Adjusted for Risk: Increase Visibility, Credibility with the SEC’s Marketing Rule
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…
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Why Financial Advisors Struggle to Convert Digital Leads
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 –…
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Why (and how) Advisors Should Embrace Client Testimonials
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…
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What the SEC Marketing Rule Means for You
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 Client Surpasses 1,450 Client Reviews in Under a Year
WiserAdvisor highlights Pure Financial Advisors’ 1,450+ client reviews in under 10 months—one of the highest among RIAs.
WiserAdvisor, a Leading Marketplace for Wealth Management Firms, Proudly Announces the Successful Acquisition of Indyfin and its Investor Experience Platform
WiserAdvisor has acquired Indyfin to expand its product suite, offering financial advisors a review platform to build trust and attract clients.
WiserAdvisor Featured on Top 100 Financial Advisor Blogs
WiserAdvisor’s blog is recognized in Feedspot’s Top 100 Financial Advisor Blogs, ranked based on traffic, engagement, domain authority, and freshness.
LPL Financial Selects WiserAdvisor for Vendor Affinity Program to Help Financial Advisors Acquire New Clients
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…
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#FA Success Ep 228: Accelerating Growth by Paying to Outsource Lead Generation and Prospect Follow-Up, with Jeremy Keil
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…
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Paladin Announces the Sale of its Lead Generation Service to WiserAdvisor
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…
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