topadvisor.
For Financial & Mortgage Advisors

Become the go-to advisor in your market

Turn your hard-earned client relationships into a marketing system that attracts new clients — automatically.

First 100 founding spots — lifetime price lock

147+
Advisors on platform
100%
Verified reviews
5★
Average advisor rating
Free
For clients to use

How it works

Let your work fuel your marketing.

Four steps from signup to a fully automated client-attraction system.

1

Claim Your Profile

Set up your TopAdvisor profile in minutes. Add your specialties, photo, and Google Business link.

2

Collect Reviews

Send automated review requests after every client interaction. Convert happy clients into public advocates.

3

Generate Content

Turn each review into a branded social media post with one click. AI writes the caption, we design the tile.

4

Attract New Clients

Your profile ranks in search. Your social content keeps you top of mind. New clients find you — not the other way around.

Reputation

Be trusted.

Collect and showcase verified reviews that build credibility with every prospective client.

  • Automated review request emails after client milestones
  • Import your existing Google reviews instantly
  • Video testimonials for maximum impact
  • Verified badge on your TopAdvisor profile

Feature preview

Social Presence

Be remembered.

Stay consistently visible on social media without spending hours creating content.

  • One-click social posts from every review
  • AI-generated captions tailored to your brand
  • Branded design templates — no design skills needed
  • Publish to Facebook and Instagram from one place

Feature preview

Discoverability

Get chosen.

Rank higher in search and AI-powered recommendations so clients find you first.

  • SEO-optimised advisor profile page
  • Google review count boosts your search ranking
  • Consistent social activity signals authority to AI
  • Top Advisor 2026 badge for qualifying advisors

Feature preview

Testimonials

Hear from top advisors

"I used to rely entirely on word of mouth. TopAdvisor changed that — now clients find me on Google and already trust me before we've spoken."

Nathan Morgan-French

Mortgage Broker, The Good Broker

"The automated review requests are a game changer. I close a deal, the email goes out, and the review appears on my profile. Zero extra work."

Hausia Taufa

Financial Advisor

"Being a founding member was a no-brainer. The price lock alone is worth it — and the platform keeps getting better every month."

Sarah Kim

Mortgage Advisor, Auckland

Founding Member Pricing

Lock in your rate before it's gone

Founding members get everything, forever, at a price that never increases. Limited spots available.

First 100 advisors only

Founding Advisor

Individual advisors

$249/year$999

Save $750 every year · Lifetime price lock

  • Unlimited written testimonials
  • Video testimonials
  • Automated testimonial requests
  • Social media creatives
  • Advisor profile page
  • Google review imports
  • AI testimonial creatives
  • Social scheduling
  • Top Advisor 2026 badge
First 10 agencies only

Founding Agency

For brokerages

$1,490/year$4,990

Save $3,500 every year · Lifetime price lock

  • Up to 15 advisors
  • Unlimited testimonials
  • Video testimonials
  • Automated campaigns
  • Social distribution
  • Agency leaderboard placement
  • Early feature access

Stop chasing clients. Start attracting them.

Join the first 100 founding advisors and lock in your lifetime rate before spots are gone.

No credit card required · Cancel anytime