About the Advisor Panel
The Advisor Panel and recruitment portal, FinancialAdvisorsnet.com, are managed by DGL Consultants and powered by Qualtrics, dedicated to providing the best quality research possible. Managing a panel of financial advisors is complex and requires industry expertise. There are privacy laws, anti-spam regulations, and panelist issues. Our best practices reflect the commitment to excellence while maintaining advisor confidentiality.
How to Join the Advisor Panel
Steps to Join the Advisor Panel
Step 1: Request to Join the Advisor Panel
Summary: You must enter your name, e-mail address, and broker-dealer affiliation. If you are not affiliated with a broker-dealer, but are a Registered Investment Advisor (RIA), please enter "RIA" followed by the name of your investment adviser firm. All submissions are confirmed.