Advisors can:

• Control the number of leads they receive
  They can set a maximum they wish to spend each month.



• Join/quit at any time with no setup or termination fees
  Other client acquisition techniques such as seminars and workshops have high fixed costs and are therefore risky.



• Know exactly how much value they are receiving from our system
  Detailed reports monitor and document their performance in our system. We also provide tips to help them optimize the number of high-quality leads they are receiving.



• Run their current practice as usual
  While they may be creating new relationships using a new and powerful medium, the rest is business as usual. Only the initial contact is online.



• Build a personalized web profile
  Showcase their skills, experience and qualifications with their own personalized profile web page. Also convey important information to potential clients regarding their values and mission statement.



• Rest assured of their privacy
  With WiserAdvisor, advisors’ privacy is guaranteed. Advisor’s profiles will only be visible to potential clients who have filled out the questionnaire and who are a good match for the advisor’s services. WiserAdvisor will never sell or otherwise distribute their information.