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Who Promotes You? How do clients find you? How do you find your clients? There has to be a better way to make that connection. What’s your road map for success?
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Apr 12, 2017

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Economy & Finance

AdviceIQ
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Page 1: Infographic slides

www.AdviceIQ.com | 1

Who Promotes You?

How do clients find you? How do you find your clients?There has to be a better way to make that connection.

What’s your road map for success?

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Over 50 million U.S. households do not have a Financial Advisor.

Most Americans do not fully understand and use Financial Advisors because they:

O Believe their assets are too small

O Think they can go-it-alone successfully

O Have a mistrust of advisors and the industry

O Don’t know where to find a Financial Advisor

O All of the above

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Take a look around, survey the territory you’re in.

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because:

O It’s difficult to distinguish and locally promote their brand

O Marketing resources are limited

O Compliance restrictions

O The industry is perceived as untrustworthy

O All of the above

Financial Advisors have difficulty in attracting consumers

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AdviceIQ supports you by:

1. Providing daily, objective, educational financial articles to consumers to help them to make more informed decisions. The articles we publish connect consumers with important insights and research on financial topics.

2. Advocating the use of trusted financial advisors by investors. We are the only independent journalism site that promotes advisors 24x7.

*Source: Aon Hewitt, 2010

AdviceIQ’s mission is to improve financial lives.

{ {IT’S CONFUSING OUT THERE FOR INVESTORSAND WELL-QUALIFIED ADVISORS CAN HELP.

Studies have shown that investors who engage advisors achievesignificantly greater wealth versus non-advised.*

Now that’s worth promoting.

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AdviceIQ Promotes Advisors

Sample Profile:Joe SmithFinancial Advisor Certified Financial Planner

Personal OverviewI concentrate on a client’s ability to generate income levels necessary to maintain a desired lifestyle through retirement. I coordinate estate planning with retirement planning to help reduce taxes on the transfer of wealth.

Assets Under Management

Total Assets Accounts Under Management Avg. Account Size

$105M 600 $175,000

Designations & Licenses

CFP Certified Financial Planner

Series 7

Series 24

Professional Background

Date Employer/Educator Position

05/96-09/12 ITI Strategies, Inc. President

01/89-04/96 Cadaret Grant Registered Rep

Client Demographics

Investable Assets

$50k-$100k$100k-$250k$250k-$500k$500k-$1M$1M-$3M$3M-$5M

OccupationDoctorEducatorAttorneyOther ProfessionalSmall Business OwnerSenior ExecutiveBuilding TradesOther

Life StageEarly CareerMid CareerLate CareerNew RetireeDivorced WomenDivorced MenWidowedMiddle Income ($50k-$100k)Upper Income ($100k-$250k)High Income ($250k-$550k)Wealthy (Over $550k HH)Women

Syndication Partners:

www.AdviceIQ.com

Connect with current and prospective clients.

We start by validating your hard won credentials so we can position your expertise to prospective investors

Become part of the AdviceIQ directory so that investors can use AdviceIQ to source trusted advisors in their area

Reach consumers via syndication on high-traffic media sites

Enhance your presence with a personalized profile and supplement your sales materials with published articles by you

Chart your courseto connect to new clients.

We can help you create that map and draw that connection between yourself and your potential client so new clients can find their way to you.

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Showcase your credentials and your specialities. Understand who your competition is.

Develop your digital brand.

Fight your way through the noise. Promote Yourself as a local resource.

Reinforce relationships with existing clients.

Join thousands of Advisors who have already put AdviceIQ

to work for them.

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Are you ready to be connected to potential clients?

If so, we can help promote your expertise

in a way that will help to attract great, new potential clients.

AdviceIQ can help.

Or call 646-867-6464 or visit us at www.AdviceIQ.com.

Find out how. FPA Conference September 29 - October 2 Visit BOOTH 229