AdvisorWorld was created the way most successful businesses start as a solution to a problem. Our founder, a financial services agent himself, saw there was a problem, a big problem. As an advisor, he concluded that there had to be a better way. Cold calling was and is inefficient, friends and family are finite, direct mail takes a long time to convert and seminars are expensive and time consuming. The solution was the internet. Generating leads from the internet provided him with leads, more leads than he could run alone. As a matter of fact as his methodology and algorithms became better the idea of providing leads for other advisors in Canada began. Seeing a larger market in the United States led to the roll-out of AdvisorWorld.com. Since 2007 AdvisorWorld has grown to become a leader in the annuity lead generation market. With hundreds of clients across the country, covering almost every state, we have both the supply and the demand power to generate the best leads in the market.
Founder & Chief Executive Officer
Galen D. Weston is the founder & CEO of AdvisorWorld.com Inc., North America’s premier online financial referral company. A former financial advisor himself, Galen recognized a need for new innovative marketing strategies in a time of changing world economies. In 1999, building on a tip from his brother about a thing called “the Internet”, Galen began to explore different ways to attract new customers using the Web. Realizing the potential of his idea, he left his burgeoning career at a leading Canadian bank to explore this new referral source, launching Professional Referrals in 2003. In a short time, the company became one of Canada’s top referral sources for mortgage brokers across the country. Following up on its Canadian success, the company broke into the US market in 2007 as AdvisorWorld.com Inc. Today, AdvisorWorld.com is considered the preeminent financial referral generator in the US, helping thousands of financial advisors begin new and successful professional relationships, resulting in millions of dollars in new business for financial advisors across North America.
Sousie brings a unique value proposition to AdvisorWorld.com having developed a three-pronged area of expertise that incorporates sales, marketing and public relations. Sousie started her career at TD Bank in customer relations, acquiring the skills to understand client needs and implement key strategies for meeting business goals while maintaining customer satisfaction. Her communications skills were honed working for some of Canada's largest marketing & PR firms, NATIONAL PR & Cohn & Wolfe, servicing clients from small tech start-ups to international pharmaceutical giants, developing key communications strategies to bring new products to market and help clients navigate their way through the ever-changing landscape of business marketing. As the Public Relations Manager Canada's largest city's tourism board, Tourism Toronto, she helped develop the city's vision and communicate it's cultural and diverse offerings to the world. Sousie is a member of the Women's Executive Network (WXN) and holds a degree in Sociology, and a post graduate degree in Journalism.
Vice President of Business Development
Jerald Welch is our VP of Business Development. A veteran of the financial services industry, Jerald has cultivated his experience as both an advisor and executive at midsize to large financial marketing organizations. With AdvisorWorld, Jerald focuses on cultivating relationships with advisors, agencies, and marketing organizations in how to best incorporate AdvisorWorld.com leads in to their overall marketing strategies. Jerald, also provides free consultation and evaluation of our agents current practice, geography and business goals as a part of the AdvisorWorld.com partnership.