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About Us
 
Sign up for referrals and get our unique 'Client Management System' free. Our CMS is a powerful lead tracking, lead management facility that allows you to improve your service to clients and maximize your sales opportunities. Take a tour of our Client Management System. Login with Username & Password of demo/demo
 
WHO WE ARE
Our public web site, ProfessionalReferrals.ca was formed in 2003 to provide assistance to members of the general public who are seeking the services of qualified, accredited and trustworthy members of the financial and legal profession. Professional Referrals is a place that the public can confidently come to in order to find a professional advisor that is best suited to their particular needs and circumstances.
 
THE CONCEPT
AdvisorWorld is a fee-based service that helps industry professionals get in direct contact with prospects. The site currently has about 1200 + active members across Canada — largely Financial Planners, Financial Advisors, Insurance Agents, Mortgage Brokers, Estate Lawyers and Accountants.
 
HOW IT WORKS
The concept of AdvisorWorld is unique. We receive 1000's of requests a month through our public site for Insurance and Mortgages quotes, Financial Planning consultations, Estate Planning advice and Individual Pension Plans. Over 60,000 Canadians a month, from coast to coast visit ProfessionalReferrals.ca looking for a variety of financial services and we refer them to a professional in their area.
 
What makes the site effective is that it reaches people who are already in the market for professional services. Advisors indicate exactly what kind of client they’re looking for, and the clients who come to Professional Referrals.ca are qualifying themselves by seeking out professionals on their own.
 
 
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