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Are there any qualification requirements?
Yes. Financial Advisers must be independent and offer fee-only services. 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-only  and independent as follows: 

• Fee-Only - Financial advisers may qualify for our network if they offer a "fee-only" service such as fee-only financial plans and money management services. 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. In those cases, these fees must be disclosed to them. Advisers should communicate and fully disclose 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 financial adviser who offers a fee-only product (e.g. money management) but 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 likely qualify. 

Each adviser must complete and sign our membership agreement upon joining. A copy of the exact terms and conditions can be read by clicking here. 

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-only 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 - The-Adviser.com is a consumer branded web site that offers independent research and personal finance articles for FREE. When consumers want specific financial advice, they contact us and we refer them to you. If you have an existing web site and you wish to have our content uploaded to your sight, we can provide updated articles automatically to your web site for no additional fee.  
• Marketing Programs and Support- 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 and a fully integrated marketing package.

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. The Company has a variety of marketing programs.

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-only 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

 
The marketing program sounds great, how much does it cost?

• $2,500 per year payable on the day you join the network

• Plus $0.10 per minute for calls to 1-800-ADVISER transferred to your phone number.

Any fees you charge to your clients are yours to keep. 

Do you offer a MONEY BACK GUARANTEE?
Yes. Your annual membership is cancelable any time and will be refunded on a pro-rata basis - no questions asked. You will be responsible to pay for any calls transferred to your phone number prior to your your cancellation.

How am I billed?
Your annual fee is payable on the day you join the network. You can pay this fee by credit card. You are also billed for telephone calls transferred to your office and will receive a complete list of callers (unless blocked by the party calling). Per minute fees are also charged on your credit card. If you prefer to pay by check or Pay-Pal, please let us know.

I am ready to join, what should I do next? 
This answer is easy. Just click here for further information.  

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