eRollover Launches Total Online Solution for Financial Advisors to Grow their Practices

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eRollover for advisors addresses three key problems facing advisors today.

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eRollover for Advisors is the first one stop, turn-key solution that addresses financial advisor needs, and more.

eRollover, (, the premiere online destination focused on retirement planning, today announced the launch of eRollover for Advisors, a total online marketing solution geared towards helping financial advisors grow their practices by leveraging 21st century marketing techniques, and providing member matchmaking services from the consumer experience.

Peter Velardi, President and COO, said eRollover for Advisors addresses three key problems that exist in the marketplace for Financial Advisors, including client acquisition, training in internet marketing and social media, and aggregating resources available to financial advisors on the internet into one place. “eRollover has developed a turn-key solution to address these needs, and more,” Mr. Velardi said.

Mr. Velardi said that for a monthly fee, advisors will have the ability to connect with members from eRollover’s growing consumer community who are seeking access to advice to manage their rollover and planning needs. They will also have the ability to receive additional qualified leads from eRollover properties around the web, and will soon access a webinar system to reach interested consumers directly online. “By utilizing these tools, financial advisors will have the ability to be matched up with some of the estimated 78% of consumers who currently do not have some sort of planning relationship,” Mr. Velardi said.

While similar websites provide databases with thousands of advisors for consumers to choose from, Mr. Velardi said eRollover is offering an opt-in listing of advisors, not a list scraped off of the internet. “eRollover for Advisors is truly unique because no other advisor matchmaking service has a complete consumer value proposition that essentially seeks to educate the consumer about their finances before facilitating a relationship,” Mr. Velardi said. “In doing so, we’ve created a pure marketplace that places the consumer first, enabling them to match with a qualified advisor in a manner that will best ensure a fit,” he continued.

In addition to the consumer match feature, eRollover for Advisors provides a means for advisors to learn how to market to consumers utilizing an array of proprietary social media training resources, including cheatsheets, webcasts, and the possibility for them to connect with experienced specialists to utilize social media to supplement their practice. “Historically, financial advisors have run into roadblocks with compliance, and eRollover has addressed this issue by partnering with Arkovi, the premiere financial services solution for social media archiving, compliance, and market intelligence, to make advisor social media activities completely transparent,” Mr. Velardi said. “Advisor profiles are maintained in a private domain, and are used only for matchmaking purposes,” he continued.

Mr. Velardi said eRollover has also developed partnerships with best in class companies who provide 21st Century solutions to help advisors successfully manage their practices. These relationships include direct mail marketing vendors, consumer psychology specialists, alternative investment training, access to online continuing education services, and specialized training to reach high net worth clients. “By wrapping all of these services into one solution, eRollover for Advisors is providing a one stop shop for advisors to manage their practices, learn how to reach new clients via the web, and utilize tools from best in class companies in one simple solution,” he said.

About eRollover:
eRollover is the premiere online consumer destination for retirement planning. Serving as a consumer advocate for people to take control of their retirement, eRollover has created a unique social media community for members to manage, connect, learn, and share retirement planning resources and information. An Education Center provides independent, unbiased content previously not available to the general public. Analytical tools allow members to calculate how and when to retire. A Rollover Center enables people to easily complete a 401(k) or IRA rollover. And a Financial Advisor Center assists financial advisors in growing their practices with high quality clients at effective marketing costs via state of the art social media marketing methods. eRollover is headquartered in Atlanta. Membership is free. Financial Advisors pay a nominal monthly subscription fee. For more information, go to

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David Andersen
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