ADVISORS
Cultivating trusted client connections
We’re connecting certified financial planners to employees across industries, so workers have access to trusted financial advice when they need it.
what we do
Fidvisor is a workplace benefit app that connects fiduciary financial advisors to employees and their families.
BUSINESS INNOVATION
Find new clients without any marketing investment
Cold-calling, advertising, community events, and other marketing techniques can help you find prospective clients, but they can take a lot of time and resources. At Fidvisor, we are connecting employees directly to fiduciary financial advisors, so you can spend your time serving clients and expanding relationships.
- Join the Fidvisor platform for free and earn a monthly retainer
- Define your ideal client profile
- Get matched to new clients
- Book video meetings
- Build, share and track client plans
"Cold calling, door knocking, seminars, and hoping for referrals were my only tools. And while these methods worked, they were painfully slow."
Devin Carroll, Managing director of Carroll Advisory Group
ADVISOR BENEFITS
Grow your business and tap into underserved markets
Fidvisor helps you tap into a variety of client demographics including young professionals and people across life stages, so you can help them to:
- Make smart choices during benefits setup
- Save money and become more financially confident
- Create a financial plan to achieve life goals
- Save, plan and track retirement readiness
Growing your business on your terms
Manage your business growth
Track your earnings, manage the number of client you want to take and monitor client progress all from the Fidvisor Advisor Dashboard.
Create your ideal client profile
We group clients by complexity and match them to advisors by experience, so you can expand your business with clients similar to the ones you serve now.
Discover cross-sell opportunities
Connect with clients through Fidvisor to identify cross-sell opportunities for personal wealth services like AUM management, estate planning, etc.
financial Fitness
Talk to us about becoming a Fidvisor partner
If you are a fiduciary Certified Financial Planner (CFP) and have a passion for helping people make better financial choices, talk to us about joining our growing community of Fidvisor partners.
