Is AdvisorWorld right for me?
AdvisorWorld is a marketing system and methodology. Just as you would use seminars, radio, direct mail and other marketing methods to help increase your prospect base, AdvisorWorld may have a place in your marketing budget.
How do I start?
Decide on a budget. How much would you like to spend a month trying to find ways to reach Americans looking to speak with an advisor? Some of our advisors use our Exclusive Referral Program as the entirety of the marketing plan and budget, while others use AdvisorWorld as a portion.
The second thing you need to evaluate is the geographic area where you would like to receive referrals. We offer several ways to decide on where you want to set up your account, we work with you to decide what is best.
Lastly, call us. We have a group of people that work with professional advisors all over the country and understand your business. Together we can help you evaluate if AdvisorWorld is a good fit for your practice and give you the tools and information you need to decide if our program is a good match for you and your goals.