Find an advisor. Helping investors Learn How to find objective Fee-Only financial advice
What We Do
AdvisorSmart® RFP Service
AdvisorSmart® RFP Service
AdvisorSmart® RFP Service
AdvisorSmart® can help your nonprofit organization to develop a Request for Proposal (RFP) process to search for, find and select an appropriate fee-only financial advisor for your organization.
The AdvisorSmart® RFP process includes:
1. developing a timeline of events with deadlines
2. designing the RFP questionnaire
3. selecting appropriat
AdvisorSmart® can help your nonprofit organization to develop a Request for Proposal (RFP) process to search for, find and select an appropriate fee-only financial advisor for your organization.
The AdvisorSmart® RFP process includes:
1. developing a timeline of events with deadlines
2. designing the RFP questionnaire
3. selecting appropriate questions for the RFP questionnaire
4. designing the RFP scoring matrix
5. developing a list of firms to include as RFP recipients
6. distributing the RFP
7. encouraging participation
8. collecting RFP responses
9. evaluating the RFP responses
10. conducting interviews
11. completing your RFP matrix
12. making a good decision
13. informing the candidates
AdvisorSmart® Reports
AdvisorSmart® RFP Service
AdvisorSmart® RFP Service
We provide a one page AdvisorSmart® Financial Advisor Type Report that uses government records to determine if your financial advisor is licensed as a securities broker to sell investment and/or insurance products. This one time AdvisorSmart® evaluation could help you to avoid being taken advantage of by financial advisors with incentives to sell investment products.
AdvisorSmart® Speakers
AdvisorSmart® RFP Service
AdvisorSmart® Speakers
AdvisorSmart® is passionate about objective, fee-only financial advice and we are available to speak at your event to educate your audience about the growing field of fee-only financial advisors.
- Investor Conferences
- Professional Trade Associations
Potential AdvisorSmart® public presentation topics:
- Fee-only financial advice in the United S
AdvisorSmart® is passionate about objective, fee-only financial advice and we are available to speak at your event to educate your audience about the growing field of fee-only financial advisors.
- Investor Conferences
- Professional Trade Associations
Potential AdvisorSmart® public presentation topics:
- Fee-only financial advice in the United States
- How to search for and select an objective financial advisor for the INDIVIDUAL investor
- How to search for and select an objective financial advisor for the INSTITUTIONAL investor