Why Should You Claim Your FREE Advisor Profile?

As a financial advisor, you may wonder why you should claim your profile, especially if it exists on a site that has conflict-free information.

1. Google and Bing Search Result

Our website traffic and ranking are very high. In fact, the probability that your name shows up in a Google or Bing search result will be extremely high due to our search engine optimization and the sheer number of data we provide on the Internet.

2. Distinguished Blue Checkmark to Stand Out in AdvisorCheck’s Search Database

A lot of visitors come to our site to search for an advisor in their area, or with a certain set of credentials. Many will even search a current advisor that they work with. Claiming your profile will give you the ability to ensure that your profile is optimized, displays the important information you wish to share and most importantly, shows your differentiation to others around you.

3. Prospective Clients

Unlike many of our competitors, we are not a lead generation service. We do not have captive advisors who we work with exclusively nor are we an RIA or Broker/Dealer. Anyone who finds your profile and decides to contact you is your prospect and yours alone. You do not have to compete to earn the business of the investor with two other firms who were sold the same lead.

Get your blue checkmark to distinguish your claimed profile by clicking claim now, then providing us with some personal information so we can complete your validation process.

The Information We Can Change
and the Data Points We Cannot

Let’s start with what we can’t change.

We cannot update information about your firm, the average account size at your firm, AUM at your firm, nor disclosures on your profile.

Your profile photo as well as personal photos like your family, the office and your team

Your position

Contact information, including your phone number and email address

Links to your social media pages

The languages you speak

What services you offer

The minimum amount of assets you onboard new clients at

Areas of expertise and other differentiating factors

How you are compensated

Your personal likes and interests

Information about your culture and details about your personal background

Showcasing your investment management and financial planning philosophy

The more details that are showcased on your profile, the more trust you will establish with our AdvisorCheck members, which will ultimately lead to more business for your practice.

What Claiming Your FREE Profile Will Not Get You

Claiming your profile will not get you specialized placement in our conflict-free search results, however, going through the additional step of validation will add a validated label to your AdvisorCheck page, which could add more credibility to those who are reviewing it.

Why Should I Claim My FREE Profile?

People always jump straight to the internet to perform research. No matter if it’s a strong recommendation from family and friends or a trusted advisor making a referral. The internet has proven to be the first stop for researching information about goods, products, people, and services.

Profiles have boosted the business of restaurants, carpenters, doctors and more. Reviews have been at the forefront of the decision-making process for anyone who is making any type of large financial transaction. Claiming your profile puts you at the forefront of your peers and allows you to be an early adopter to a company that will be changing how the financial services industry works, by bringing transparency to the mix.

Now more than ever, in this digital age, our reputations are front and center of the work that we do. We always want to put our best foot forward. Each advisor profile allows you to do just that, by highlighting what makes you uniquely you – and what sets you apart from your peers.

Get your blue checkmark to distinguish your claimed profile by clicking claim now, then providing us with some personal information so we can complete your validation process.

What You Can Do in the Future

Claiming your profile will allow us to be able to inform you once new services (both free and paid), such as our verified client testimonial system are ready for you to take advantage of. AdvisorCheck Reviewed will give you early access to generating verified client testimonials to showcase your unique offering on your profile.

Get your blue checkmark to distinguish your claimed profile by clicking claim now, then providing us with some personal information so we can complete your validation process.


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