Groups Advisors Users
 

Click4Advisor’s Methods to Receive Advice

 
User/ Client
* Receiving Advice Made Easier
Users can receive advice with a simple phone call or a click of the mouse. A single Click4Advisor User account allows a person to get advice by phone, online chat, and/or in a conference setting with any Click4Advisor enabled Advisor.


* Private and Secure
Click4Advisor’s platforms are secure, in which we NEVER share personal information.


* View Advisor Profile and Feedback
For all different advice methods Users can view a particular Advisor's profile and feedback from previous Users.


* Extend Your Advice Session
With Click4Advisor’s ‘Add Money’ feature, many Users choose to extend their advice time during phone and chat sessions.


* Make Your Connection
Users, with a Click4Advisor account, can connect to any Click4Advisor enabled advisor online or by calling 1-888-626-7386.



Note: Click4Advisor does not maintain a directory of Advisors.

 

Where Questions Meet Answers

  • ASP Model - It's a Service, so No Costly Hardware or Software
  • Totally Robust - Scalable System Allows Rapid Expansion for Total Reliability
  • Comprehensive - Seamless 'Internet Chat', 'Click-to-Call', 'Email-Based Services', 'Conference', & '800# Dial-In' Systems
  • Completely Secure - 'All-Blind' Secure Connections Ensure Privacy
  • Secure - State-of-the-Art Digital Encryption Using 256-bit SSL
  • Eliminate Costly Call Center - Phone System Distributes Calls Directly To Remote Advisors
  • How To Get Advice Through The Click4Advisor System

    1. Find a Click4Advisor enabled Advisor by performing an internet search or through the Advisor/Groups website and/or marketing material.
    2. Register as a USER with Click4Advisor.
    3. Make a deposit into your Click4Advisor USER account.
    4. Enter your phone number into the Advisors private and secure Service Pop-Up (for phone advice) or send a chat request to the Advisor (for private and secure chat advice).
    5. Speak or type your questions and the Advisor will provide his or her answers.
    6. Provide feedback about the Advisor's service.
     
     
     

    Key Features

  • Comprehensive User, Advisor & Group Manager Web Interfaces
  • Custom Dynamic Availability Status Buttons
  • Integrated Internet & 800# Phone System
  • Promotions
  • Advisor Weekly Scheduling Wizard
  • Advisor Auto-Call Appointment Calendar Tool
  • Automated User Callback Request System
  • Automated 'Continue the Call' Add Money Wizard
  • Automated 'Continue the Chat' Add Money Wizard
  • 'Double-blind' Internal Email System
  • 'Double-blind' Private & Secure Phone System
  • 'Double-blind' Private & Secure Chat Service
  • 'Double-blind' Private & Secure Email-Based Services
  • Advisor Profile and Feedback System
  • Real-time Balance Calculations and Timer
  • Buffer Zone Before Charges Apply
  • Private and Public Conference Sessions
  • User Conference Registration/Cancel Email Notification to Advisor
  •  

    User choices to connect to Advisor
    Connect to Advisor by Phone
    Phone Advice
    Connect to Advisor by Online Chat
    Chat Advice
    Connect to Advisor by Email-Based Services
    Email-Based Services
    Join a Conference
    Conference
     

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