MPFA Inc. announces that www.MyPerfectFinancialAdvisor.com, is now available for advisors to subscribe to and be onboarded to the system. The site intends to be the premier matchmaker between investors or consumers and their perfect financial advisor. The newly created system uses personalized data, proprietary algorithms and deep industry expertise to offer a bespoke matching service between investors and advisors.
MyPerfectFinancialAdvisor is a unique system to deliver to an investor or consumer their ideal financial advisor regardless of the investors wealth from billionaire to those at the other end of the financial spectrum. The system asks both the investor and advisor to grant access to independent data warehouses holding their information for a more accurate, trusted and scientific match. The service makes a specific recommendation to the investor on who to hire.
“We consider ourselves a client generation service, not a lead generation service” said Nicholas W. Stuller, founder and CEO. “We built the system from a data perspective, pulling permissioned data from many sources, so neither the investor nor the advisor has to wade through lists of people that may have no interest in the other party.”
“We firmly believe that every adult needs advice from a personal, licensed professional. This said, our highest loyalty is to the investor to ensure the best possible advisor is recommended to them. We believe the nuance of investor first will generate much better clients for the advisor over time.” Stuller has been in the financial services industry for over 30 years, and over the last 15 years was the founding CEO of both Discovery Data and the Meridian-IQ directories of financial advisors, and is also author of the 2018 book “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press. The company was selected and completed the 2019 cohort of the competitive Envestnet|Yodlee incubator program.
The service charges advisors passing its due diligence a flat annual subscription fee of $995. For investors, the service is free and will be available upon the firm’s approval by the Securities and Exchange Commission as a Registered Investment Adviser, estimated to be in early Q3, 2019.