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Why FiPath4Advisors?

Top 10 reasons why advisors are choosing FiPath4Advisors as their top choice for a one source online marketing advantage:

  1. Makes it easier to acquire quality new clients
  2. Receive a steady stream of referrals with our automated referral platform
  3. We guarantee you will receive at least 1 new client with full use of ReferMyAdvisor platform
  4. Expect more, but 1 new client per year = 500+% ROI
  5. Costs less than a cup of coffee per day
  6. Receive a minimum of 6 CE's by attending Webinars (no additional cost)
  7. 97% of consumers are online – we can help you connect with the right ones
  8. Gain access to industry best practices- across multiple channels
  9. It is easily approved by your compliance department, RP and/or leader
  10. Built by former advisors and senior leaders – for advisors
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Making Client Acquisition Easier

"I liked the fact that it was easy to just send a link/email to my clients for referrals."
Cristina Briboneria

Why FiPath for Advisors?

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Featured Introductory Social Media & LinkedIn Training:

"Social Media Power" - A state of the art, results based social media training program.
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Financial Planning Association - Proud Partner

Generate Leads


More Referrals - let our system do the asking.
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Acquire Mass Affluent clients with a "FreeRetirementReport" campaign.
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Advisor Leads

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Social Media Power

Results based social media training.
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New and archived Best Practice Webinars led by industry experts.
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High impact workships for groups of financial advisors.
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Drive Clients and Revenue

Let our leaders work with you to help your organization achieve extraordinary results. 
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Industry Leading Solutions

Engage our expertise with strategy, recruiting, sales and leader development, marketing, and practice management. 
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