Starting this week, we will be building out a new, improved advisor finder tool. While the FA map was great, the next iteration will allow visitors to delve deeper and create more accurate lists of advisors. The matching tool will show a list of all advisors sorted by geography and minimum account size. Visitors can whittle down this list by selecting from a set of filters. We will be testing this and gathering feedback in the next two months. Our goal is to launch it by March.
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Barron’sThis blog is designed to help your team get the most out of their participation in the Barron's Advisor Directory. Archives
August 2020
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