Consumer
Professional

    FAQs for Professionals

  • I just did a quick search to see if I was listed in your directory and I was NOT. How do I go about getting listed?
  • How long has the Financial Dream Team been in business?
    • The Financial Dream Team, USA®, and Premier Financial Planners of America® were trademarked in 1995, by CPA Corp. CPA Corp, a certified public accounting firm, has been in business for over 38 years! FinancialDreamTeam.com began its Premier and Chartered Membership in 2011.

  • I see that my firm is listed. How do I go about changing information on my listing?
    • In order to modify your listing you must have a username & passcode. You can obtain both by going HERE.

  • What makes the FinancialDreamTeam.com different from other financial advisory and/or accounting directory listing website for consumers?
    • We are different in that our site is social media driven. Our content remains fresh & "real-time" because we are tied into what is happening around the world as it happens! We are similar in that we spend significant resources (financial & human) on Search Engine Optimization (SEO). For example, we own over 200 domains (more than 100 are pointed to this site - at the top of this page you will note a few). Furthermore, we advertise nationally.

  • Does FinancialDreamTeam.com accept members that are not accountants?
    • Yes! However, membership is limited to individuals and companies in the financial services industries.

  • I've paid for membership but my Firm's name is not being listed at the top of the appropriate search results page… why?
    • It usually takes 4-6 hours before your membership is processed. Please check back after this timeframe for your listing to be sorted with appropriate priority.

  • Is feedback regarding FinancialDreamTeam.com layout, search options, content, etc. taken seriously?
    • Your feedback is welcome and it is taken very seriously. We like to consider our site as being organic… constantly changing and growing with the current social & economic landscape. One of the main ways we are able to remain organic is for us to listen and implement feedback from our members & visitors.

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