If you’re a licensed investment advisor in good standing with the law, here are a few questions for you to ponder:

• Have you embraced the superiority of index investing?
• Are you using the right financial products, like index mutual funds and exchange-traded funds (ETFs) that track market indexes to build your client’s portfolio?
• Are you putting the best interests of your clients first?
• Do you have a clean disciplinary history with no customer complaints?
• Are the fees being charged to your clients reasonable and fair?
• Have you adopted the investment philosophy of the Index Investing Show? Click here to review it.

If you’ve taken these steps, it’s likely that you are indeed a world class investment advisor.

How Our Referral Service Works
All of the investment advisors part of our advisor network are pre-screened by the Index Investing Show. Some of the screening factors include an advisor’s experience, knowledge, philosophy and disciplinary history.

Unlike other lead referral services, advisors must qualify to be accepted. Advisors that want to become active members of our network must first submit an online application. Advisors that are accepted into our network must continue to abide by our investment philosophy and maintain a clean disciplinary history or risk being removed.

Accepted advisor applicants earn the right to receive leads. These leads consist of people who listen to the Index Investing Show. Many of our listeners have embraced our investment philosophy and may already own index funds or ETFs. Listener leads have either asked to be connected to our pre-screened group of index-based advisors or they’ve asked to have their investment portfolio graded.

While there’s no cost to join our advisor network, all accepted advisors must go through an abbreviated training session to learn how our portfolio grading system works. A small one-time fee will apply. Using this tool will allow you to evaluate the investment portfolio of our listeners and to earn the opportunity to win their business.

Are you ready?