Welcome to The Financial Advisor Connection, a brand new web-based service that steers mass-affluent investor prospects to the best-fit financial advisors who subscribe. Our goal is to raise investors' IQ about advisors, while increasing advisors' ROI. As a subscribing advisor, you get to demonstrate your specialized expertise to mass affluent investors who are already online and interested in learning how advisors differ from one another.

Financial Advisor Connection

Gold Tier ($499/month)

Platinum Tier ($999/month)

(Beta testers receive this at $99/month for life)

Qualified Prospects

Prospective Client initiated Matches

On-Platform Prospective Client Communication

On-Platform Easy recording and Response to Prospective Client

Audience Feedback Notification / Report

Audience Response Analytics

Increased Visibility

Featured in Webinar Series

*additional Platinum features will be made available in the coming months