You & Joe

Investors

So who is Financial Joe? It’s you! The Average Joe investor connecting with the millions of other investors across the nation who have the same goals, risk tolerance, and objectives.

Nearly 70% of you believe "financial advisors and their firms place their own interests ahead of their clients," this according to The Annual Securities Industry Association Investor Survey. (The financial industry's very own association!)

You may be very happy with your current advisor so why take the time to rate and monitor him? Because every day there are advisors who choose to be swayed by money rather than ethics. When you sit in front of your advisor, do you really know who he is?  You’d better, because for most of us, our advisor manages our second largest asset… our nest egg.  Every investor who uses an advisor has questioned at some point in their mind, “Is my advisor really doing what’s best for me?” Or, “I wish I could see how his other client’s portfolios are doing!”

Well, now you can!  Financialjoe unites investors allowing them to monitor and compare their portfolios, rate and monitor their advisors, and communicate with other investors who have the same goals, objectives, and risk tolerance. This puts in place an early warning system to help protect your nest egg. You’ll immediately be notified of any activity about your advisor from his other clients.

Self-directed investor?  You can join too! Just check the self-directed investor box and compare how well you’re doing against other self-directed investors or the pro’s. 

401k your only investment?  Just check the 401k box and compare your 401k against others who have 401k’s with the same goals and objectives as you.

Financialjoe does not expose your name or your real brokerage account because we don’t require you to sign in to your real brokerage account to access our service. You simply input the investment symbols, amount of shares, price paid, and the date of purchase and you’re done. This assures your real brokerage account is not subject to fraud, and your identity is not breached.

So join others, get peace of mind, and revolutionize the way investors monitor their advisor and the portfolios they manage.  

Join Today!

Advisors

How can Financialjoe work for you?

It's a tough world out there in the industry right now. Unethical conduct keeps slamming the financial world like a battering ram. This makes it extra tough for any good advisor who wants to represent their client’s funds with integrity. It’s getting harder to simply find clients, earn their trust, and bring them aboard. Buying lists, seminars, joining the rotary club, working every social network you can to find new clients is not fun! Unlike these traditional avenues that typically cost you money - Financialjoe provides you with a free online profile and the ability to update it with your personalized professional information - all at no cost to you. It's a fast, easy, and free way to expose your services to an unlimited amount of investors looking for the services of a great financial advisor.

Financialjoe will save you time and money in attracting highly qualified clients by marketing your hard-earned reputation to the masses. Your current clients will rate you on our site based on their experience with you and in turn, these ratings are publicly viewed and available for anyone searching for an investor with whom they can trust. Put yourself in the client’s shoes – How does a potential client narrow their options in finding an advisor? They ask the advice of those around them, and your client base is built from one referral after another. Financialjoe is offering you the opportunity for those positive referrals to not only reach out to your client’s family and friends, but to the unlimited client base out there online. Our users come to you more informed and are more likely to conduct business with you because they have studied your profile, and read what other investors have said about you in advance. By the time they meet with you, they are more likely to choose you as their financial advisor.

Financialjoe users may be reading what other clients are saying about you right now, but want to know more about you and your qualifications. Build your business the easy way and spend more time managing your current clients instead of blindly searching for new ones.

Join now in just three simple steps:

Step 1. Claim your financialjoe profile.

It's fast, simple, and free.

Step 2. Update your profile.

When it comes to choosing an advisor, investors want as much information as possible. An up-to-date and complete profile shows them that you are proactive and will provide attentive, detailed financial services. You have worked hard for all your licenses, designations, and recognition awards…so show them off.

Step 3. Request ratings from all your top clients for your profile.

You already know the best referrals are word-of-mouth and it is important to investors looking for an advisor to be able to read what your other clients say about you. Finanicaljoe makes it easy for you to showcase what your clients say - simply invite them to submit client ratings and watch your business flourish.

Claim your profile now!