Today one of the best sites we would like to share with you is TrustedFinancialAdvisor.org. What we find unique about this website are three things.
- It’s good for customers
- It’s suitable for Financial advisors
- It’s good for us; it gives our high net worth clients immediate access to the best of the best financial advisors.
Additionally, we liked their story:
Financial degrees are earned by studying, and they are essential.
TFA is earned by how good a financial advisor is in real life. They are 100% free supported by a 501c(3) non-profit. There is no cost to an advisor, and their information is never sold to anyone. TFA is a simple system that brings out trusted advisors to the top. We support and provide multiple tools for the success of independent financial advisors to stand on the same ground as compared to financial advisors from well-known firms.
The key idea is, if a financial advisor is useful in helping clients portfolio grow, we will raise the visibility of that financial advisor to everyone — This ensures the Financial advisor can focus on their real work while we take care of things like appointment scheduling, marketing, CRM, Reviews management, etc.
You can make predictions about markets, ex S&P500, Gold for the next 3,6,12 months and show to your clients how good you were
Most importantly, We help you find the client’s actual risk profile as we cater to traders and investors.
Honestly, we have not seen anything like this before. Most advisors have a vested interest in selling their company’s products, so having a trustworthy independent site looks like a win-win for advisors and customers.
We liked how they let advisors predict Dow Jones, gold, S&P500, and then find out who is a good advisor — It’s not just another exam for the advisor; they give feedback loops to help advisor improve their prediction skills. This process is mind-boggling as customers can choose with advisors who have the highest track record of successfully predicting markets.