Advisor Insights

An honest survey of the four ways retirement-focused advisors actually acquire clients in 2026 — referrals, owned SEO, paid marketplaces, and direct-response ads — with the real per-channel math.

SmartAsset's SmartAdvisor is the largest paid-lead marketplace, but advisors complain about generic leads and unclear costs. Here is an honest comparison with Frank Finly's retirement-only auction model.

WiserAdvisor is one of the oldest paid-lead marketplaces for financial advisors. It still sells general financial leads at fixed prices. Here is how it compares with Frank Finly on lead quality and economics.

Zoe Financial charges advisors a percentage of revenue on every placed client. Frank Finly charges a fixed bid per lead. Here is when each model wins — with the real long-term math.

Several major SECURE 2.0 provisions are now in full effect as of 2025–2026. This is a practical review of what changed, how it affects clients, and where advisors should be having proactive conversations right now.

Most advisory websites hide pricing. Research shows that publishing your fees — clearly and plainly — converts more qualified prospects and filters out poor-fit leads before the first call. Here is how to do it.

AI-powered lead scoring tools are helping retirement advisors identify high-intent prospects before competitors do. Here is what the technology does, what it does not, and how to use it without losing the human element.

AI is transforming how advisors work—from document processing to client communication. Here is what is changing now and what to expect next.

Retirement-focused advisors close more clients, charge higher fees, and retain more assets. Here is why specialization wins—and how to position yourself as a specialist.

Hitting capacity as a solo advisor? Learn when and how to hire, delegate, and scale without losing the personal touch clients expect.