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Are there any qualification requirements?
Yes. Financial Advisers must be independent and fee-based. They must also hold one or more of the following designations: 1) Certified Financial Planner ("CFP"), 2) Certified Public Accountant ("CPA"), 3) Registered Investment Adviser ("RIA") or 4) must hold a required Series 65, Series 63, Series 7 or equivalent license based on the service they provide. We define fee-based and independent as follows: 

• Fee-Based - We define a "fee-based" financial adviser as one who is compensated by fees, but who may choose to accept commissions or other third-party compensation as well. In many cases, commissions are the only form of compensation available to an adviser (e.g. insurance) or have a lower overall cost to the consumer. Advisers should communicate to the potential client what fees they will charge. 
   

• Independent - We define "independent" as a financial adviser who does not sell proprietary products from the same firm they work for. For example, a fee-based financial adviser who works for Merrill Lynch would not qualify because Merrill Lynch sells proprietary mutual funds. A financial adviser that uses an independent broker dealer such as LPL or 1st Global would qualify. 

Each adviser must complete and sign our membership agreement upon joining. The full details of this agreement can be found by clicking here. (Adobe Format Document) or contact our office via e-mail or by phone at 516-682-8279.

What exactly do I get when I join the marketing program?
You will receive the following:

• Qualified Leads from 1-800-ADVISER - Prospective clients who are looking for an independent fee-based financial adviser are more likely to call 1-800-ADVISER because it is easy to remember. The company markets this number on a national basis and on our consumer web site www.The-Adviser.com. Your firm is listed in a geographical database maintained by the company. Prospective clients that do not have a current financial adviser can choose to receive a listing of financial advisers in their preferred geographic area or they can be routed to the closest financial adviser in their area.  
• Geographical Preference - Based on a specific and proprietary formula used by firms such as 1-800-Flowers, 1-800-Dentist and 1-800-Attorney, we limit the number of financial advisers per geographic location. When you call to join, we will let you know whether or not your geographic area is available.   
  
• Qualified leads from The-Adviser.com - If you have an existing web site, we can link directly to your web site so that prospective clients can learn more about your individual firm. If you do not have a web site, we offer a complete package of web site design and hosting services.

How many calls will I receive & what type of marketing do you do?
The exact number of calls are based on the number of interested clients in your geographic area. Marketing efforts occur as follows:

The-Adviser.com - The-Adviser.com, our consumer orientated web site is used to market your services. Each week, The-Adviser.com is updated with independent buy-side research and issues an independent advisory newsletter. This newsletter is read by thousands of individuals throughout the United States. When individuals seek help, they are referred to our independent fee-based financial adviser network. Our web site is so popular among independent-based clients that we have successfully received the following recognition:

• Named BEST place on the Internet for 401(k) advice - Infoseek 

• Editor says we are a Top Investment professional guide- Lycos

• #1 place for independent money management AltvaVista

• Answer for Financial Adviser ="The-Adviser.com" - AskJeeves

Our research is distributed by Zacks, which in turns distributes it to over 1,000 investor related web site. The Company's buy side research is routinely quoted by national newspapers around the country.
The marketing program sounds great, how much does it cost?
The one-time cost is less than the price of running one newspaper advertisement. We have a simple pricing structure as indicated below:

• $2,500 one-time start-up fee (includes 1st year)

• Annual fee of $250 - which includes ten FREE leads

• Each additional lead provided is $25

You pay no other recurring fees to us. Any fees you charge to your clients are yours to keep. 

Do you offer a MONEY BACK GUARANTEE?
Except for your one-time start-up fee, your annual membership is cancelable any time and will be refunded on a pro-rata basis - no questions asked. You will be responsible for any leads previously provided to you. 

How am I billed?
Your annual fee is billed 1 year in advance and is payable by credit card. 

I am ready to join, what should I do next? 
This answer is easy. Just call Michael Porcelain, President and let him tell you how easy it is for you to grow your business. Call him at (516) 682-8279 or click here for further information.  

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