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Vendor Directory for Financial Advisors

Advisors

Just select the category and subcategory you are interested in. Click on the different vendors to see their profile which resembles a mini-website. Contact the vendor direct.

The DIRECTORY is free to both Advisors and the Vendors listed.

Reviews are not required of course, but if a vendor provided a quality experience it is a helpful gesture. Reviews and testimonials help alert other advisors of your experience. Reviews should share first-hand, recent experiences. Reviews should be helpful and constructive for other advisors. We do not permit unprofessional or derogatory styled reviews. If you have an absolutely terrible experience please contact us and we will evaluate removing the vendor from the DIRECTORY listing.

If you have a vendor you have used that you would recommend to other advisors please email us so we can invite them to be listed.

No. We do not charge vendors an override or even a monthly listing fee. In addition, you simply contact the vendor direct as we do not get in between you and the vendor in any way.

Daily. We are on constant lookout for adding both professional vendors and local specials for advisors.

Professional Vendors

  • The DIRECTORY is a free marketing option to reinforce current marketing and get exposure to new advisors who are in need of your services.
  • The DIRECTORYprojects your business in an easily accessible and elegant profile providing a convenient and compelling call to action for advisors to contact your business.
  • All traffic is viewable on your dashboard providing analytics of which and how many pages are viewed and links clicked.
  • Advisors contact you direct, the DIRECTORY doesn’t interfere in any way with you and the advisor.

Simply sign up for an account by clicking My Account in the upper right dropdown, click on Register, claim your business and us allow us to verify your information.

For the best results images should be 1400 x 788.  Feel free to add several images for your listing, as well as video.

This feature allows a place for advisors to share their positive experiences in working with your business. Advisors can rank their experience from one to five stars and add testimonials. All testimonials and reviews are approved by the DIRECTORY before they post in order to screen out any unprofessional and unhelpful reviews.

Yes. Your profile can be listed in all relevant categories your business services match.

Local Special Profiles

Reputable businesses seeking to get Advisors introduced to your business.

Something compelling. We are not looking for 10% off coupons. Specials and promotions that are lost leader freebies to compel and Advisor to visit your business and giving you the opportunity for them to become repeat customers, bring family and clients, and refer your business to others if they have a great experience.

The order of profiles is determined by the quantity and quality of advisor reviews and the strength of the promotion. We promote the profiles with attractive promotions.

No. Only reputable businesses offering compelling promotions to advisors will be approved.

Yes. Simply update your promotion within your dashboard.

You simply input the details of your special in the promotion box. The DIRECTORY converts into a DIRECTORY COUPON that the advisor can print or show on their smart phone.

We are primarily adding “free” promotions and not discounted options unless the discount is significant like 50% off.

 

For example, a restaurant could consider:

  • Free quality bottle of wine for dining party of four.
  • Free entrée with another entrée.
  • Free drink promotion tailored for parties of 2, 4, 6, 8, and 10+.
  • Office party specials.
  • Specials designed for Advisors client meetings.
  • Specials designed for advisor firms to host recruiting meetings.
  • Private room larger group promotions.

For the best results images should be 1400 x 788.  Feel free to add several images for your listing.

This feature allows a place for advisors to share their positive experiences in working with your business. Advisors can rank their experience from one to five stars and add testimonials. All testimonials and reviews are approved by the DIRECTORY before they post in order to screen out any unprofessional and unhelpful reviews.