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Welcome NAPFA Professionals!

Benefit from NAPFA’s Strategic Alliance with GuideVine

Learn More About GuideVine’s

Compliance Approved Digital Marketing Platform

As seen in:

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GuideVine is an online marketing platform connecting financial
advisors with qualified prospects

Benefit from our innovative, proven, compliance approved technology and services.

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Compliance Approved

Designed with regulatory considerations constraints in mind. Over 100 compliance departments have approved GuideVine for use by their IARs.

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Digitally Optimized Profiles

Advisor profiles are optimized to rank highly in search results and are mobile-ready - so prospects can easily find and connect with you anywhere.

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Professional Video Creation

We help create prospect-friendly messages and videos, produced by a professional videographer in your own office.

Exclusive NAPFA Member Benefits

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Discounted Fees

NAFPA members will benefit from reduced onboarding and platform subscription fees.

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NAPFA Only Directory

New fee-only/NAPFA specific portion of the GuideVine site, to highlight your fee-only, fiduciary model.

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Digital Marketing Consulting

Complimentary digital marketing footprint review with specific recommendations to strengthen your firm’s digital brand.

Hundreds of RIAs have already benefited from GuideVine.

Learn How We Can Help!