If you are seeking to increase the sales and distribution of your product or service to an expanding registry of Financial Advisors, then you’ve come to the right place. Our dual networked platform includes a registry of advisors and a directory of resource partners. From our platform, our financial advisors can readily access your company and get the information they need regarding the many benefits your products and service provide.
Here’s a list of what each Resource Partner’s profile will include:
- Your Name, Email, Phone Number
- Firm Name, Address, Bio, Logo, and Tagline
- Description of Product or Service
- Personal Introductory Video
- Years in Business
- Gross Revenues
- Product/Service Videos
- Image Gallery
- Testimonials and Reviews
- Blog/Podcast Links
- Website and Relevant Links
- Special Offers
- Social Media Networks
- Impression/Click Statistics
Every Resource Partner profile listing will be:
- Comprehensive and presentable.
- Prominently positioned on our platform to promote your products and services.
- Increasing your exposure to potential financial advisor customers.
- Affiliated with FinancialAdvisors.com - the “de facto brand name of the financial services industry”.
Resource Partners categories include:
- Accounting & Audit and Business Valuations
- Business and Practice Management
- Business Metrics, Data Analytics, and Valuation
- Construction, Manufacturing, & Distribution
- Customer Relationship Management (CRM)
- Digital Financial Advice Platforms
- Document Management & Disaster Recovery
- E-Tools and Resources, Supplies, and Services
- Financial and QuickBooks Add-Ons & Point of Sales
- Financial Planning, Reverse Mortgage and Insurance Services
- Financial, Charitable and Continuing Education
- Human Resources & Payroll and Portals
- Marketing, Coaching, and Content Services
- Portfolio Risk Tolerance, Management Reporting and Rebalancing Solutions
- Tax & Accounting Research and Document Automation
- Tax and Financial Planning
- Technology Support Services
- Trust, Compliance, Custodial and Advisor Legal Services
All this for just $49.95 per month!
Check out what your profile could look like and sign-up below!View Sample Profile