AdvisorSpring

Turn interest into prospects you understand.

Your own page, with the assessments already built. Questions give a visitor a straight read on where they stand — and give you the discovery long before the first conversation.

Build your advisor pageTake an assessment

14 days free · no card

advisorspring.com/john-smith

John Smith, CFP®

Helping Canadians make confident financial decisions.

How can I help?

  • Am I on track for retirement?
  • Am I paying too much taxes?
  • Are you properly insured?

An advisor page. Yours in a few minutes for free.

The gap

Most advisor sites ask for the biggest step first.

A brochure explains who you are, lists your credentials, and offers one way forward: book a consultation. For someone who does not know you yet, that is a large ask — so most visitors leave without ever becoming a name you can call.

People will answer questions about themselves long before they will book a call.
Someone wondering whether they are on track for retirement is not yet someone ready to meet an advisor. AdvisorSpring is built for the distance between the two.

Where you send people

One address, everywhere you already are.

Not a site to maintain. A single link that belongs anywhere a conversation about money might start.

Your address

advisorspring.com/john-smith

  • Instagram bio
  • LinkedIn post
  • Email signature
  • Newsletter
  • Paid ads
  • QR code
  • Business card
  • Your existing site

The follow-up

Start the conversation already knowing.

The goal was never a form submission. It is the call that comes after it, and how much you bring to it.

From a contact form

“So, tell me about yourself…”

From an assessment

“I read retirement is your main concern, I see a couple ways to get you there a few years earlier…”

Pipeline

Know what your pipeline is actually worth.

Every assessment captures what a prospect has, earns and is working toward. So your pipeline stops being a list of names: it is a number, broken down by where everyone stands, with the discovery already done on each of them.

Pipeline opportunity

$78.4M

Investable assets across 24 prospects still open. Every figure reported by the person it belongs to.

Where it sits today

  • New6$12.4M
  • Contacted7$18.1M
  • Qualified6$22.6M
  • Meeting booked5$25.3M

What produced it

  • Retirement Readiness14 open$46.2M
  • Tax Optimization Review7 open$21.8M
  • Life Insurance Check3 open$10.4M

Every figure traces back to a completed assessment, so you can tell which ones are earning their place on your page and which are not.

Illustrative figures.

What you offer

Assessments, already written.

You are an expert in retirement, tax and insurance — not in funnels, lead magnets and conversion copy. So the assessments come built, down to the questions and the results. Turn on the ones that match the conversations you want, and they are live on your page.

  • Am I on track for retirement?

    On

    “Are you on track to retire when you want?”

    What you learn

    • Age
    • Retirement timeline
    • Income
    • Investable assets

  • Am I paying too much taxes?

    Add

    “How much are you overpaying in taxes?”

    What you learn

    • Filing status
    • Income sources
    • Account mix
    • Equity comp

  • Are you properly insured?

    Add

    “If your income stopped tomorrow, how long would your family be fine?”

    What you learn

    • Dependents
    • Income
    • Existing coverage
    • Debts

What you learn

Every answer works twice.

The prospect finds out where they stand. You find out who they are. A contact form gives you a name and an email; an assessment gives you the situation behind it.

They answer

04/12

Everything except the home you live in.

$1.2M

$50K$3M

You receive

Angela Moretti

Today, 9:14

Investable
$1.2M
Readiness
68/100

Close

Annual gap
$48,221

Requested a meeting about tax in retirement.

Try an answer. Illustrative figures.

Your stack

Sits between the tools you already pay for.

AdvisorSpring is not another place to keep your book. Point the traffic you already buy at an assessment, and send the prospects it produces to the tools you already run.

  • Meta Ads
  • Google Ads
  • Calendly
  • HubSpot
  • Wealthbox

Price

One plan. One price.

Priced as acquisition infrastructure rather than as a landing page. No tiers, no per-prospect fees, and no charge for the assessments you turn on.

$149per month

Fourteen days free.

  • Your personalized advisor page
  • The full assessment library
  • Unlimited prospects
  • Financial context on every prospect
  • Meeting requests
  • CRM and calendar integrations
Build your advisor page

Questions

Do I have to write the assessments?
No. They are built for you. You choose which ones to turn on, and they are live on your page immediately.
Is this a financial planning tool?
No. An assessment gives a directional estimate to start a conversation. The plan is still your work, and every result says so.
Do prospects need an account?
No. They complete an assessment, see where they stand, and leave their details if they want to hear from you.
Where does the data go?
Into your company only. Each firm's prospects are walled off from every other firm's, and you can push them to your own CRM.
What happens after the trial?
$149 a month. No setup fee, no per-prospect charge, cancel from the billing portal.

Turn interest into qualified prospects.

Build your advisor page

14 days free · no card