No pay-to-rank
Commercial terms should not secretly change fit.
If Advisedly later charges advisers for introductions or membership, the commercial relationship should be disclosed and should not silently turn a weaker fit into a stronger match.
Methodology · Matching
A match score is about fit, not adviser quality.
The same adviser can be a strong fit for one person and a weak fit for another. Advisedly is being designed to explain those differences rather than publish a universal league table.
93%example match
What contributes to a match
Advice needDoes the expert work in the area the consumer needs help with?
Client fitDo they routinely work with people in a similar situation?
Asset rangeDoes the consumer meet the firm's stated minimums?
Meeting preferenceCan they offer face-to-face or remote advice as requested?
LocationHow practical is the geographic fit where in-person advice matters?
AvailabilityIs the adviser currently open to relevant new enquiries?
No universal score
We don't grade advisers out of 100.
Regulatory status, qualifications and other factual information can be displayed, but the product should not pretend to know that one adviser is universally “92/100” and another is “81/100”.
Explainability
Users should understand why someone appeared.
A useful match result should say things such as “works with business owners”, “accepts clients at your asset level” and “offers face-to-face meetings nearby”.
Consumer control
Matching should not become a lead auction.
Advisedly is being built so users can explore matches before providing contact details where practical. When they do request an introduction, they should know which expert or experts will receive their information.
Try the matching demo