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 professional advisors to promote their unique offer and experience 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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Your Professional Practice Profile

To ensure our professionals achieve optimal online exposure we have partnered with a multiple award winning Google search firm, with 20 years in performance digital marketing.

Save time, add the advisorsavvy team to your practice today and help new and existing investors find the best team for their current and future family financial needs.

Grow your practice and save money.

With our corporate plans for teams with 20+ advisors. Contact us for details →

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