WiserAdvisor offers Verified Leads
Service
WiserAdvisor provides verified investor referrals to financial advisors through the Verified Leads program.
- Currently Offered
WiserAdvisor’s Verified Leads program provides investor referrals to financial advisors. Investors request to be matched with an advisor, WiserAdvisor verifies each prospect, and the service matches each prospect with one to three advisors. The advisors and investors receive contact details by text message and email.
The program includes configurable lead generation, advisor profiles, and directory listings. Advisors can specify portfolio-size filters and geographic areas for leads, and a dedicated advisor success manager is provided.
WiserAdvisor provides verified investor referrals to financial advisors through the Verified Leads program.
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