What We Do

My New Financial Advisor is a marketing services firm that helps you acquire new clients and grow your business. We achieve this by matching up the multitudes of consumers using our FreeRetirementReport.com product to financial advisors that join our MNFA network.

Our three core products for advisors are outlined below.

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MNFA eReferrals

The MNFA eReferral system is currently being offered to select Advisory firms within our MNFA network. We collaborate closely with these participating advisory firms to ensure that each referral receives the proper care and attention. Our eReferral system produces a superior quality prospect that has gone through multiple levels of thorough verification.

 

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Advisor Leads

Our Advisor Lead product connects you with prospective clients based on specific criteria such as geography and net investable assets. Advisor Leads are matched to your firm in near real-time, and have gone through an automated verification process.

 

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Advisor Services

Our Advisor Services product provides you with an ability to create your own leads using the MNFA platform. We provide you with promo codes, banner ads, and other services that enable you to generate your own leads through our FreeRetirementReport.com product.

 

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Questions? Contact Us Today!