That's why there's MoneySense Approved. Developed by MoneySense — Canada's #1 personal finance media brand — the MoneySense Approved program gives financial advisors powerful new tools to boost revenue, increase profits and free up time to do what advisors do best: serve their clients.
This pioneering marketing and lead-generation service begins with the MoneySense Approved seal, granted only to financial advisors who exceed high standards of client service and performance set by the editors of MoneySense. This special designation clearly distinguishes top advisors from their competitors, and provides the credible third-party endorsement that consumers seek when searching for a new advisor or evaluating their existing one.
When prospects and clients know you're MoneySense Approved, you can more easily:
- Generate more qualified leads
- Improve client retention
- Grow your client base
- Build trust to accelerate client decision-making
- Build a stronger, more successful practice
Consider these results from surveys conducted by MoneySense:
- 83% of MoneySense subscribers are more likely to choose a MoneySense Approved advisor over any other advisor*
- 47% of all investors with advisors (and 57% of advanced investors) would drop their current advisor if there were an easy way to find a better one**
- Investors looking for their first financial advisor are 2.6 times more likely to choose a MoneySense Approved advisor**
- High-net worth investors ($1MM-plus in investable assets) without advisors would be five times more likely to adopt an advisor if there were an easy way to find high-quality advisors**
A MoneySense Approved endorsement, will help you quickly differentiate yourself from your competitors and address two of the most challenging questions investors ask: "How do I find a good financial advisor?" and "How much can I trust my current financial advisor?"
Best of all, it's powered by MoneySense
As a MoneySense Approved advisor, you'll leverage the reach and credibility of Canada's #1 personal finance media brand. You'll be profiled in an exclusive, searchable online directory at MoneySense.ca, and you'll enjoy the benefits of a year-round, multiplatform advertising campaign promoting the advantages of MoneySense Approved advisors to millions of Canadians.
Plus: a customized client satisfaction and feedback report is included in the basic application fee.
**Rogers Insights survey of 392 Canadians with at least $250,000 in investible assets and 545 financial advisors, November 2014