As Featured in:
Or go to some kind of in-person or digital marketing event, you see that some firms are killing it.
You’re frustrated. You want more AUM. You need more leads —
Qualified prospects, booked in your calendar to be able to do this.
You’ve tried a few different marketing firms with little success or perhaps never having anything to show for it.
But you know there must be a program out there that really works.
What if you could add a new stream of qualified prospects with great liquid net worth ready to book an appointment with you?
What if you could really stand out from all advisors and new prospects could see how you are different?
Now there is.
And in the last 10 years, we have helped hundreds of independent advisors achieve results and grow their AUM.
Now we want to take our expertise and offer it to advisors like you.
My closest clients and friends thought I was crazy…
…Until I showed them how advisors can get an additional stream of qualified prospects on their calendar by getting listed in the directory.
And on this page you’re going to discover exactly how prospects will find you in the directory and see what makes you and your firm different.
But I’ve used this exact process for many financial advisory firms across the United States over the years helping them to generate a consistent, predictable flow of leads.
In the beginning, it was hard. Then we discovered the art and science of being found online, what we call SEO, and got our first client on the front page of a Google search for the location.
And the rest was history…
We write regularly for Wealthmanagement.com and other publications and have even appeared on industry podcasts, and answer advisor’s questions on LinkedIn.
But that is not all, we also have perfected the craft of branding, helping advisors like you stand out.
And now we are taking this digital marketing experience and putting it all into this directory so we can serve You.
Now don’t get me wrong…
…thousands of advisors will be able to apply and have a paid listing in the directory, but to become a Trusted Advisor Exclusive Lead Partner™, you will have to start with a paid listing to apply.
Trusted Advisor Exclusive Lead Partner™ will get exclusive access to any specific lead requests in their area.
This is unheard of!
Other paid lead companies sell a lead to two or three advisors in an area which puts a lot of strain on the prospect and all of the advisors.
If you become a Trusted Advisor Exclusive Lead Partner™, then you get the leads exclusively without having to share with any other advisors.
They are your leads.
But the only way to apply for that is to be on the other side and have a paid listing.
And, It is only $997 annually.
But, we are offering a special promotion and will reward any fast action you take today or in the next two weeks.
The official launch will be on November 1, 2022, when we offer it to the general public.
But we have to finish building it first and start building relationships with advisors so we can see who the Trusted Advisors will be.
So for the next two weeks, we are going to offer you your first year for only $597.
You can simply get listed in the directory with a featured listing which will help you to stand out to prospects in your area.
Or you can apply to be our preferred advisor in your area and can qualify to have exclusive leads when people in your area reach out for an advisor.
And it’s extremely easy to get started. Once you are listed and your featured content is posted. You can sit back and let the Directory and its position in Google do all the work for you.
So you’ll be able to take back time to do more of what’s important. Having fun, being with family, and experiencing the freedom you promised yourself you’d have when you got into this game.
Note: All of your data will be removed from the directory and you will lose priority status for our Trusted Advisor Exclusive Lead Partnership™.
Get on the Wait List.
Give Me Your Email and I’ll Send You Crucial Information
About How You Can Pull
A New Source Of Qualified Leads Into Your Funnel
And Earn More AUM…
Without any ongoing effort.
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