eRollover Adds Services for Advisers

eRollover has introduced eRollover for Advisors, an online marketing solution for financial advisers that will offer help about growing practices and provide member matchmaking services from the consumer experience.


eRollover for Advisors will focus on three areas: client acquisition, training in internet marketing and social media, and aggregating online resources for advisers into one place, according to a press release.  

 For a monthly fee, advisers can connect with members of eRollover’s consumer community who are seeking access to advice to manage their rollover and planning needs. Advisers will also have the ability to receive additional qualified leads, and will soon be able to access a webinar system to reach interested consumers directly online.  

“By utilizing these tools, financial advisers 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,” said Peter Velardi, President and COO of eRollover.  

Velardi said eRollover for Advisors is unique in that it is offering an opt-in listing of advisers for consumers, rather than “a list scraped off of the internet.”  

eRollover for Advisors also offers training for advisers on how to market to consumers using social media with the guidance of social media specialists. Other services will include access to direct mail marketing vendors, consumer psychology specialists, alternative investment training, online continuing education services, and specialized training to reach high-net-worth clients. 

For more information, go to