Best Financial Advisor FAQ's

Conduct a confidential client satisfaction survey through Spectrem Group. Your client information will be subject to a confidentiality agreement that meets all legal and regulatory requirements; their information will not be shared with anyone. You will receive a comprehensive report of the findings and the top level results will be posted on Best Financial Advisor. Results can be posted on your site as well. You will receive a more comprehensive analysis of the results and a comparison to other advisors. You will receive a Client Centric Advisor rating for conducting the survey and will have a unique icon that indicates you have completed a client survey. This will allow your name to pop to the top of advisor searches by prospects in your geography. You can also compare your results to others in our database.

Your clients may randomly be interviewed for monthly research conducted by Spectrem Group, however, this does not guarantee that all of your clients will be included. Unless a complete survey is conducted, you will not meet the SEC guidelines that allow you to post ratings.

Investors are increasingly looking online for information to validate referrals they may have received about advisors. Third party rating services are common in many industries from doctors to contractors to restaurants. If investors see that you are not included on the site, they may presume it is because you fear poor ratings.

Best Financial Advisor controls the environment. While an advisor cannot control what a client says, Best Financial Advisor allows only an advisor’s actual clients to supply ratings and commentary, unlike non-controlled environments, where anyone(including competitors) can post a comment.

A client satisfaction survey completed only by clients that generates ratings based on:

- Overall Client Satisfaction

- Knowledge and Expertise

- Responsiveness to Requests

- Recommendations and Advice

An in-depth advisor profile | Click here for a preview of a client satisfaction survey.

A customized on-site video | Click here for sample advisor video

The confidential client survey, the profile and a custom video costs $1,200 plus travel expenses. This survey is completed by Spectrem Group, the leading research provider in the wealth management industry. After the first year, an annual fee of $500 is due to continue to be listed on our Best Financial Advisor service.

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.