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 lead generation. After a record-breaking year in 2024, we’re sharing four key insights into the evolving digital leads landscape:

  • Digital leads outperform expectations

    They’re more qualified than most advisors realize.

  • Competition is heating up

    More firms are investing in digital lead strategies, driving up costs.

  • Converting digital leads requires a new approach

    Different from traditional referrals, digital leads demand a refined strategy.

  • Online reviews matter

    Client testimonials now play a critical role in conversion success.

What Our Data Revealed

What Our
Data Revealed

120%+

Increase in investors
searching for financial
advisors since 2020

$15B+

Total potential AUM referred to
financial advice firms in 2024

$750K+

Average AUM of a lead WiserAdvisor referred to financial advisors

96%

Of client reviews are positive – and investors under 60 are taking notice

Why Download This Report?

  • Get exclusive data and trends shaping the financial advisory industry
  • Learn best practices to convert high-quality digital leads
  • Gain insights into how online reviews are reshaping client acquisition

Download Your
Copy Now

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