Spectrem's BestFinancial Advisor
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So you've signed up!What next?
Best Financial Advisor ChecklistSTEP 1. Fill out and submit this advisor profile form.(Link will open a new tab)STEP 2. Download and fill in this blank Excel spreadsheet.STEP 3. In an email, attach and send the completed spreadsheet.(This information will never be shared with anyone outside of our firm,this email will be sent directly to a Spectrem Group research associate.)
STEP 4. Schedule video shoot.
Need help preparing for your video?Best Practices for Video Success, Filming Topics
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STEP 5. Receive Survey ResultsYou will receive an email from Spectrem Group notifying you that we have completed the survey and the results will be attached.(Download this PDF to see a preview of a client satisfaction survey.What are the Benefits of a Client Satisfaction Survey?)STEP 6. Get listed on FindTheBestFinancialAdvisor.com
For AdvisorsBenefits of a Client Satisfaction SurveyContent for Financial AdvisorsCustom Video ProfileBest Financial Advisor ListingClient Centric BadgeArticles For Advisors
For InvestorsTypes of AdvisorsWhy Independent Ratings MatterAdvisor Video Profile + Client ReviewsArticles for Investors
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