Join Our Advisor Network
Trusted Advisors Only. Because Our Clients Deserve It.
Trusted Advisor Connect is built on a simple principle:
People deserve to work with financial professionals they can trust.
That’s why we partner only with credentialed, experienced advisors who meet our high standards of service and integrity.
If you put your clients first and value long-term relationships, we’d love for you to reach out.
Why Advisors Join Us
Warm, Pre-Qualified Introductions
We introduce you to individuals actively seeking guidance — not cold contacts or lists.You Focus on Advice, Not Marketing
We handle vetting and scheduling so you can focus on what matters most: helping clients make confident decisions.
Who We Partner With
We take pride in the advisors we recommend.
To maintain that trust, every advisor in our network must meet these requirements:
Active Series 65 or 66 + 7 license
Certified Financial Planner™ (CFP®) designation
Minimum of 3 years of client-facing experience
No serious regulatory actions or unresolved complaints
Offers a free initial consultation
Able to meet with clients remotely (Zoom, phone, etc.)
Strong client reviews or testimonials
How It Works
Send Us an Email
Tell us about your practice, credentials, and client approach.Compliance Check & Brief Call
We’ll verify your background and connect for a short conversation.Get Matched with Prospective Clients
Once approved, you’ll begin receiving introductions based on fit, preferences, and availability.
Ready to Join?
Please send us an email at info@trustedadvisorconnect.com to let us know you're interested in partnering. Once we hear from you, we’ll begin the vetting process and follow up with next steps.
We look forward to learning more about your practice and how you serve your clients.