AdvisorCheck is a platform that connects users with financial advisors. The service provides access to advisor profiles, allows users to control their search process, and offers tools to protect against potentially unsuitable advisors.

AdvisorCheck

We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent engagement. 

Our Vision is to transform how Consumers and Advisors engage and connect by embracing principles of disintermediation, evidence of data, and the virtues of honesty, accountability, and transparency.

Our Mission is to empower Consumers and Advisors with innovative, safe, and user-friendly technology and tools to make expert advice affordable and accessible.

The days of costly intermediaries, confusing sales rhetoric, and conflicted advice must end, and AdvisorCheck will lead the way.


AdvisorCheck 

Join us to learn more about AdvisorCheck Protect, our latest service offering that will alert you of changes to your advisor's history, especially any red flags that could affect you and your portfolio. Don't miss this sneak peak!
#investorprotection #safeguardyourwealth #financialhealth #financialliteracy #peaceofmind

Learn how everyday investors like you are taking a stake in AdvisorCheck with just a $250 investment and joining the most important movement for transparency and accountability in the financial marketplace.  
#InvestingForChange #startups #venturecapital #angelinvestor 
#fundraising #investing #investment #wealthmanagement

Is liking your advisor enough? Tens of billions in annual investor losses are due to advisor misconduct and a lack of performance from advisors that people trusted.  Join us for an empowering 30-minute webinar as we explore the critical importance of truly knowing your financial advisor. 
👉Wednesday, November 8th at 11:00am PST / 2:00 pm EST 
#webinar #knowledgeispower #financialadvisor

Volatility from the markets could be the new normal – however, getting high quality service and great financial advice should never change with market conditions. AdvisorCheck helps you Research, Compare, and Connect with every Financial Advisor in the US. How does yours compare?

With markets pulling back is your Financial Advisor reaching out to review your strategy in these challenging times? Maybe its time to consider a change. AdvisorCheck helps you Research, Compare, and Connect with every licensed advisor in the United States.

BrokerCheck, AdvisorCheck. Is it Time to Check?

There's a new kid in town. AdvisorCheck is positioned to test the investing public appetite for a seemingly more thorough advisor vetting vendor.

Will it be BrokerCheck on steroids? Additionally, AdvisorCheck sees opportunity to cross polinate BrokerCheck's model with the success of SmartAsset. Apparently regulatory and other personal background factors combine to determine advisor worthiness.

Subscription includes:

✅ Comparing up to 3 advisors

✅ Receive notifications of advisor standings

✅ Find an advisor

SmartAsset, BTW, cleverly produces effective searchable content to attract the investing public, including content designed around investors' common questions, many who would be served better with professional advice (pretty much everyone).

Although extra work, it makes sense to ensure you have a quality online reputation, especially in our digital world- and where third party mistakes may be 🔍magnified. 

On the plus side, there's an opportunity to increase your online client aquisition efforts, by examining these third party articles(lead magnets) it's easy to see why they're successful from the quality of content they produce. SmartAsset targets clients searching for popular investment topics.

✔ Learn what AdvisorCheck, and maybe others, are saying about you. Maybe you’ve had unsubstantiated client complaints that were dismissed and were expunged. Depending on how AdvisorCheck(and possibly others) pulls information- it may be worth discovering how you've been positioned. Enquiries are often free if a third party pulls information about you.

Story here- https://lnkd.in/g2TetypY

Pic: courtesy Pixabay/ Gerd Altmann

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