Synergy has a locator where prospects can find an Advisor to help with their financial plans, and to conduct a free valuation. As an Advisor, you should enter your own zip and ensure you are listed in the locator. Requirements to be listed:

  • Create your Online Business Valuation landing page (see samples under Marketing)
  • Contact the Partner Manager and validate that you have the landing page setup. Your information will then be added to the public advisor locator.
  • Click HERE to see the public partner locator.

For the following sample, type 78738 as the location and it will show you sample sites.  Return here once it is confirmed you are on the locator to verify.