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Smart Plans for Financial Coaches

At Advisorsavvy, our intent is to alleviate the pressure of growing your business. We’ll find new prospects matched to your practice’s needs. Select the plan that suits you best, then personalise your profile, receive client feedback and attract new clients.

Choose Your Plan

Financial Planners

Grow Your Practice

With millions of Canadians searching online for a great advisor.

Differentiate Your Practice

With over 7 unique searchable criteria including 18 specialities, languages, years in business, etc.

Easily Manage Your Practice Profile

Update your profile from anywhere 24/7 with new certifications, skills and specialities.

A Commanding Advantage

  • Close more prospects faster with a tighter pipeline
  • Increase your referrals with client feedback and reviews
  • Differentiate your practice with over 18 unique specialities (Estate, Tax, Retirement Planning, etc...)
  • Develop your community base with distinct languages spoken in your practice
  • Easily update and manage your profile anywhere 24/7
  • Boost your online presence with Twitter, Facebook and LinkedIn
  • Get one of North Americas’ Google award-winning Search Engine Marketing firms working for you

Choose the plan that works for you.

Advisors can now be confident that their brand and professional practice is well showcased online 24/7. Advisorsavvy provides a dynamic platform that allows you to promote your unique practice to prospective clients with supporting client verbatims and feedback.

 

BASIC Free

  • Basic Profile & Ratings

ENHANCED $21.25/mth

$225/yr with an annual subscription
  • Enhanced Profile & Ratings
  • Client Experience Program
  • Advisor of the Year Participation
  • 3rd Language Option
  • x5 Specialties
  • Advisorsavvy Verified

PREMIUM$35/mth

$420/yr with an annual subscription
  • Premium Profile & Ratings
  • Client Experience Program
  • Advisor of the Year Participation
  • Unlimited Language Option
  • x8 Specialties
  • Advisorsavvy Verified
  • Enhanced Google Search Engine

Basic Profile & Rating

Along with basic contact and location info, this package includes: Category, Fee, Company, About Me/Company and Years in Business.

Client Experience Program
  • An email template invitation for existing clients to provide feedback and ratings on your profile
  • An email template for prospects or past clients to provide feedback and ratings on your profile
  • Annual review of your profile metrics relative to other Enhanced & Premium advisors
Advisor of the Year Program

As an accomplished advisor with ratings you will be automatically included in the Advisor of the Year program that will be awarded annually with ongoing recognition. This award will be reviewed each year for award options in the various categories (Planning, Investments, Insurance, and Financial Coaches), provinces and Gender.

Language Option

Enhanced: If you are able to perform your practice in 2 or more languages, take advantage of this distinction and list up to 3 different languages.

Premium: If you are able to perform your practice in 3 or more languages, take advantage of this distinction and all your languages spoken.

Advisor Verified

We want consumers searching your profile to feel confident that they are getting the best advisor in good standing. Advisorsavvy will endeavor to ensure you are in good company with frequent regulatory checks with the advisor onboarding program.

Enhanced Google Search

Have our team review your profile to ensure you have the key words in your “About me and my company” to increase your searchability on Google.

Specialties

We want our advisors to have the opportunity to highlight 5 (Enhanced Package) or 8 (Premium Package) of their key specialties based on a list of over 15 available for additional search prominence.

  • Estate Planning
  • Eldercare Resource Planning
  • Family Business Planning
  • Succession Planning
  • Retirement Income Planning
  • Investment Planning
  • Education & Fluency Planning
  • Tax Planning
  • Insurance Planning
  • Employee & Group Benefit Planning
  • Executive Compensation Benefits
  • Cross-border Planning
  • Divorce & Separation Planning
  • Planning for those with Disabilities
  • Legacy & Philanthropic Planning
  • Debt Consolidation & Credit Counselling
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