1. Who
Promotes
You?
How do clients find you? How do you find your clients?
There has to be a better way to make that connection.
What’s your road map for success?
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2. Take a look around,
survey the territory you’re in.
Over 50 million U.S. households do not have a Financial Advisor.
2M 2M 2M 2M 2M 2M 2M 2M 2M 2M
2M 2M 2M 2M 2M 2M 2M 2M 2M 2M
2M 2M 2M 2M 2M
Most Americans do not fully understand and use Financial Advisors because they:
O Believe their assets are too small
O Think they can go-it-alone successfully
O Have a mistrust of advisors and the industry
O Don’t know where to find a Financial Advisor
O All of the above
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3. Financial Advisors
have difficulty in attracting consumers
because:
O It’s difficult to distinguish and locally promote their brand
O Marketing resources are limited
O Compliance restrictions
O The industry is perceived as untrustworthy
O All of the above
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4. AdviceIQ’s mission
is to improve financial lives.
{ IT’S CONFUSING OUT THERE FOR INVESTORS
AND WELL-QUALIFIED ADVISORS CAN HELP. {
AdviceIQ supports you by:
1. Providing daily, objective, educational financial articles to consumers to help them
to make more informed decisions. The articles we publish connect consumers with important
insights and research on financial topics.
2. Advocating the use of trusted financial advisors by investors. We are the only independent
journalism site that promotes advisors 24x7.
Studies have shown that investors who engage advisors achieve
significantly greater wealth versus non-advised.*
Now that’s worth promoting.
www.AdviceIQ.com | 4 *Source: Aon Hewitt, 2010

5. Chart your course
to connect to new clients.
Sample Profile: Syndication Partners:
Joe Smith
Financial Advisor
Certified Financial Planner
Personal Overview
I concentrate on a client’s ability to generate income AdviceIQ Promotes Advisors
levels necessary to maintain a desired lifestyle
through retirement. I coordinate estate planning
with retirement planning to help reduce taxes on the
transfer of wealth.
Assets Under Management
We start by Become part of the
Total Assets Accounts Under Management Avg. Account Size validating your hard AdviceIQ directory
$105M 600 $175,000 won credentials so that investors
Designations & Licenses so we can position can use AdviceIQ
CFP Certified Financial Planner
your expertise to source trusted
Series 7
Series 24 to prospective advisors in their
Professional Background investors area
Date Employer/Educator Position
05/96-09/12 ITI Strategies, Inc. President
01/89-04/96 Cadaret Grant Registered Rep Connect with current
Client Demographics
Investable Assets
and prospective clients.
$50k-$100k
$100k-$250k
$250k-$500k
$500k-$1M
$1M-$3M
$3M-$5M Enhance your presence Reach consumers
with a personalized via syndication on
Occupation
Doctor
profile and supplement high-traffic media
Educator
Attorney
your sales materials sites
Other Professional
Small Business Owner
with published articles
Senior Executive
Building Trades
by you
Other
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Life Stage
Early Career
Mid Career
Late Career
New Retiree
Divorced Women
Divorced Men
Widowed
Middle Income ($50k-$100k)
Upper Income ($100k-$250k)
High Income ($250k-$550k)
Wealthy (Over $550k HH)
Women
We can help you create that map and draw that connection between yourself
and your potential client so new clients can find their way to you.
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6. Fight your way through the noise.
Promote Yourself as a local resource.
Reinforce relationships with existing clients.
Join thousands of Advisors
who have already put AdviceIQ
to work for them.
Showcase your credentials and your specialities.
Understand who your competition is.
Develop your digital brand.
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7. Are you ready to be connected
to potential clients?
If so, we can help promote your expertise
in a way that will help to attract great, new potential clients.
AdviceIQ can help.
Find out how.
FPA Conference
September 29 - October 2
Visit BOOTH 229
Or call 646-867-6464 or visit us at www.AdviceIQ.com.
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