Get Listed on Hello1031: How the Advisor Directory Works

What the Directory Is

The Hello1031 advisor directory is a searchable marketplace connecting 1031 investors with qualified professionals who specialize in exchange planning and execution.

Investors arrive at Hello1031 with a specific question: "I'm thinking about selling investment property and I've heard about 1031 exchanges. I need help." The directory helps them find advisors, CPAs, QIs, and real estate attorneys in their area. You create a profile, investors find you, and you earn their business.

Who the Directory Is For

The directory serves four types of professionals:

What a Listing Includes

Your profile on the directory contains:

• Professional headshot (profiles with photos get 2-3x more views)
• Full name and firm name
• Advisor type and credentials (CPA, CFP, Series 7, JD, etc.)
• Geographic service area (city, state, multi-state, or nationwide)
• Bio (200-300 words; see template below)
• Services and specializations (exchange planning, DST review, reverse 1031, etc.)
• Contact information (phone, email, website)
• Testimonials or case studies (optional but high-impact)

How Leads Work

1. An investor searches by location, advisor type, and services (e.g., "CPA in Denver who handles 1031 exchanges")
2. Matching profiles appear with credentials, bio, and contact information
3. The investor clicks a profile, reads the details, and sends a message or calls directly
4. You respond and earn the engagement

Response time is the biggest differentiator. Investors searching for help are actively considering a sale. If you respond within 24 hours, you are ahead of 80% of the field. If you call back within 4 hours, you are exceptional.

What to Expect

How to Get Listed

1. Go to hello1031.com/advisors and find "List Your Profile" or "Become an Advisor"
2. Choose your advisor type (Financial Advisor, CPA, Attorney, QI; multiple selections allowed)
3. Enter basic information: firm name, full name, phone, email, primary location
4. Upload a professional headshot (clear, recent, professional lighting)
5. Write your bio (see template below)
6. Select services and specializations
7. Define your geographic service area
8. Add credentials
9. Review and publish
10. Set a monthly calendar reminder to update your profile

What Information to Prepare Before Listing

Gather these before you sit down to create your profile:

• Professional headshot (high resolution, taken within the last two years)
• Firm name and your full professional name
• List of 1031-related services you offer
• Number of exchanges you have handled (or participated in)
• Geographic service area (be specific)
• Credentials and certifications
• 1-2 client testimonials (with permission) or a brief case study
• Your website URL
• Direct phone number and email

Bio Template

Your bio is 200-300 words. Structure it to convert:

Opening: Lead with your 1031 credential, not a generic bio.

"I'm a CPA specializing in 1031 exchange planning for real estate investors in the Pacific Northwest."

Your niche: Who do you serve? Be specific.

"I work with real estate investors and small business owners who own appreciating investment properties and are looking to sell strategically."

What you do: List 3-5 specific services.

"I help clients understand 1031 exchange feasibility, calculate tax savings, identify replacement properties, and navigate entity structure questions. I coordinate with CPAs and qualified intermediaries on complex exchanges."

Your approach: What makes you different?

"I believe the best 1031 strategies start with a deep understanding of your financial goals. I work closely with your CPA, tax attorney, and real estate agent to ensure all parties are aligned."

Credentials and geography:

"I hold a CPA license and serve clients throughout Oregon and Washington."

Call to action:

"If you're considering selling investment property in the next 12-24 months, call me at [phone] or email [email] to schedule a 30-minute consultation."

Optimizing Your Listing

Beyond the Directory

Your listing is one channel. Amplify it:

• Link to your Hello1031 profile from your website and LinkedIn page
• Reference it in client emails: "You can learn more about my 1031 background in the Hello1031 advisor directory"
• Tell referral sources: "If you have clients looking for a 1031 expert in our area, I'm listed in the Hello1031 directory"

The Bottom Line

The Hello1031 advisor directory gives you access to investors actively searching for your expertise. Getting listed takes an hour. Updating monthly takes 15 minutes. The advisors who get the most traction are the ones who respond fast and present a clear, specific profile. Be that advisor.