News

GuideVine live from In|Vest 2015

GuideVine's CEO, Raghav Sharma, discusses GuideVine's mission to help people find the right financial advice for them, with WNJC Philadelphia's Brian Greenberg. Live from In|Vest 2015 in New York. Originally broadcast on June 18th, 2015.

By GuideVine, ago
News

The “Death” Of Anything Is Overrated

In this article, GuideVine's CEO Raghav Sharma gives his take on the media's obsession with "killing" industries, and how a successful startup instead should aim to modernize industries, up the game of current players, and fundamentally improve customer experiences.

By GuideVine, ago
News

To Fall in Love With Your Money, Do This

GuideVine’s Olivia Hamilton suggests questions you should ask yourself to help develop a healthy relationship with your financial self. Mandy Len Catron’s recent essay in The New York Times, “To Fall in Love With Anyone, Do This,” got me thinking: What deserves love, but is the hardest thing to fall Read more…

By GuideVine, ago
News

Q&A: Meet and Greet

GuideVine CEO Raghav Sharma is interviewed in this publication for financial advisors. He talks about how being able to see and hear from prospective advisors virtually can help consumers determine whether to pursue in-person meetings. The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a Read more…

By GuideVine, ago
News

Online Directories Work for Advisers

Online directories work for advisers. Lots of advisers pay to be included in online directories of advisers, even if the referrals sometimes aren’t qualified. “It’s not a fire hose of prospects, but we think it’s worthwhile,” New York-based adviser David Edwards tells Financial Advisor IQ. He uses Paladin Registry, which Read more…

By GuideVine, ago
News

Online Referral Services Under the Microscope

Most financial advisors use one or two online directories as part of their marketing arsenal alongside other, more expensive prospecting options. And with innovative newcomers [such as GuideVine] entering the listing business, advisors can choose a directory that fits their style. Advisors have a love-hate relationship with the online directories Read more…

By GuideVine, ago