STEP 1. Fill Out Advisor Profile Form - After purchase, complete an online form detailing your firm's knowledge, expertise, investment philosophy and contact information.
STEP 2. Send Information of Survey Participants - Provide name and email address of survey participants, this sensitive information will never be shared with anyone outside of our firm. If client email addresses are unavailable, a hard copy survey(s) can be completed for additional costs. Please click here to email one of our consultants.
STEP 3. Schedule Video Shoot - We will provide a calendar where you can select the best time to let us create your custom video.
(Only applicable if you purchased the package that includes a custom video)
STEP 4. Receive Survey Results (Click here for a preview of a survey result) - You will receive an email from Spectrem Group notifying you that we have completed the survey and the results will be attached.
STEP 5. Get Listed on FindTheBestFinancialAdvisor.com - This listing will include the information your firm has provided, star ratings based on client responses, a custom video if purchased, and a unique Client Centric icon differentiating your firm from other advisors.