Kredible is the only platform with an advisor-first approach to practice management focused on a credible online presence that leads to customer acquisition and growth.
Fueled by Research
Kredible is backed by industry specific research of high net worth prospects and why they choose a financial advisor. Our guidance and platform is always changing based on the latest research based on how high net worth prospects are evaluating your firm and advisors.
More than 50% of new prospects indicate that they have eliminated a financial advisor from consideration based on what they did or didn’t find about them online.
Make Your Online Brand a Weapon
Online profile management to strengthen your advisors’ professional brand and your firm’s brand for the purpose of customer acquisition.
2.8 – the average number of referrals a prospect seeking to hire a new financial advisor or change financial advisors requests from trusted contacts.
The first step to our practice management growth program is getting advisors’ online presence credible in the eyes of high net worth clients. We call this phase LIFT.
ENGAGE
Building on Kredible’s LIFT phase, the Employee Advocacy phase is meant for your firm to help your advisors curate and share relevant articles with their prospects and customers.
Think it does not matter? Trust and perceived competence is built from presence you put forward and the content you share.
What does your effort and activity say to prospects?
It matters.
