Barron's Advisor Marketing Program
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Filters are here

4/1/2020

 
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The new advisor finder tool is now live on Barron's. The new interface shows all paying advisors first by proximity to the user's zip code. Non-paying advisors will always be listed last. This is a more fair interface than the map format, which gave equal visibility to paying and non-paying advisors. 

In addition we've added some filters so users can pare down the list and find their perfect "match." The filters we currently have are:
  • ranking
  • SEC vs FINRA regulated
  • state
  • account min
  • upgraded profiles only
These filters are built on confirmed data we have on hand. We're currently discussing how we can use more ranking data to further filter our lists. If you have suggestions, please let us know. Keep in mind that we have to be impartial in our approach.

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    This blog is designed to help your team get the most out of their participation in the Barron's Advisor Directory.

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