Advisor Membership
Grow Your Practice with VERDE
Choose the plan that fits your market. Every tier includes verified profile listing, client ratings, and intake lead routing — with more territory and priority as you grow.
Basic
Start building your local presence
- Listed in 1 ZIP code territory
- Verified advisor profile
- Intake lead routing
- Client ratings & reviews
- VERDE network badge
- Email support
- Priority placement
- Multi-territory coverage
- Preferred advisor eligibility
- Dedicated account manager
Pro
Grow your reach across your market
- Listed in up to 3 ZIP code territories
- Enhanced profile visibility
- Priority intake lead routing
- Client ratings & reviews
- VERDE Preferred eligibility
- Analytics dashboard
- Priority email & chat support
- Dedicated account manager
- Custom territory expansion
Elite
Dominate your local market
- Listed in up to 5 ZIP code territories
- Top-tier profile placement
- First-priority lead routing
- Client ratings & reviews
- VERDE Preferred status (if qualified)
- Full analytics & reporting
- Dedicated account manager
- Custom territory expansion options
Premier
Unlimited reach, white-glove service
- Unlimited ZIP code territories
- Featured placement across all verticals
- Exclusive first-call lead routing
- Client ratings & reviews
- VERDE Preferred status (guaranteed review)
- Advanced analytics & market insights
- Dedicated senior account manager
- Custom co-marketing opportunities
- Early access to new VERDE features
How It Works
ZIP Code Territory Exclusivity
VERDE limits each vertical to a maximum of 4 advisors per ZIP code. That means your listing is never buried — customers searching in your territory see a curated, manageable list of local professionals.
- 1
Claim your territory
Select the ZIP codes where you want to appear when customers search.
- 2
Get matched leads
Intake funnel submissions in your territory route directly to you.
- 3
Earn Preferred status
High ratings and consistent service unlock priority placement and the Preferred badge.
Network at a Glance
500+
Verified advisors
4.9
Average rating
Max 4
Advisors per ZIP
5
Service verticals
Preferred status is earned through performance — 4.5+ stars, consistent follow-up, and strong client satisfaction. Available to Pro, Elite, and Premier members.
Compare Plans
Everything side by side
| Feature | Basic | Pro | Elite | Premier |
|---|---|---|---|---|
| Monthly price | $49 | $99 | $179 | $299 |
| ZIP territories | 1 | 3 | 5 | Unlimited |
| Verified profile | ||||
| Lead routing | Standard | Priority | First priority | Exclusive |
| Ratings & reviews | ||||
| Preferred eligibility | ||||
| Analytics dashboard | ||||
| Account manager | ||||
| Co-marketing |
Questions
Frequently Asked
Ready to grow your practice?
Join hundreds of local financial professionals already building their reputation on VERDE. No contracts, no setup fees — just results.