The Hello1031 advisor directory connects investors with the professionals who handle 1031 exchanges: qualified intermediaries, financial advisors, CPAs, and real estate attorneys. Advisors post a profile with their specialties, location, and credentials, and investors search by location and service type. A complete, specific profile with clear 1031 experience, real credentials, and a fast response is the kind investors act on.
What the directory is
"I'm thinking about selling investment property and I've heard about 1031 exchanges. I need help." That is, more or less, the message that brings people to Hello1031. They know a 1031 exchange has something to do with the tax on a sale, they don't know the rules, and they want someone who does.
The advisor directory is where they find that person. It's a searchable list of professionals who handle 1031 planning and execution: financial advisors, CPAs, qualified intermediaries, and real estate attorneys. You build a profile, investors search, and the ones who match your specialty reach out.
Who it's for
The directory lists four kinds of professionals. The services column is what investors actually search against, so it pays to match yours to it.
Professional | Typical services listed |
|---|---|
Financial Advisor (RIA, CFP) | Exchange planning, portfolio impact analysis, DST review, replacement property evaluation |
CPA | Tax projections, basis calculations, Form 8824 preparation, entity structure advice |
Qualified Intermediary | Exchange facilitation, fund custody, timeline management |
Real Estate Attorney | Entity structuring, contract review, complex exchange planning |
How a lead reaches you
An investor searches by location, advisor type, and service - "CPA in Denver who handles 1031 exchanges," say. Matching profiles come up with credentials, bio, and contact details. The investor reads a few, then sends a message through the platform or calls directly. From there it's yours.
Speed matters more than anything else here. Someone searching for 1031 help is usually weighing a sale right now. Reply within a day and you are ahead of 80% of the field; call back within four hours and you stand out.
Roughly what the volume looks like:
Timeframe | Typical inquiry volume |
|---|---|
First 2 weeks | 1-3 inquiries as your profile goes live |
Month 1-2 | 5-10 inquiries per month (varies by market and competition) |
Month 3+ | 10-20+ qualified inquiries per month with a strong, updated profile |
What goes in a profile
A complete listing shows a headshot, your name and firm, your advisor type and credentials, your geographic service area, a 200-300 word bio, your services and specializations, and your contact details. Testimonials or a short case study are optional and carry real weight. Profiles with a photo get 2-3x more clicks than those without.
Before you start, have these ready:
Get your profile live
- Go to hello1031.com/advisors and open "List Your Profile" or "Become an Advisor."
- Choose your advisor type - financial advisor, CPA, attorney, or QI. You can pick more than one.
- Enter the basics: firm name, your name, phone, email, primary location.
- Upload a clear, recent, well-lit headshot.
- Write your bio (template below).
- Select your services and specializations.
- Define your geographic service area.
- Add your credentials.
- Review and publish.
- Set a monthly reminder to refresh it.
Write a bio that does the work
Aim for 200-300 words, in this order.
Open with your 1031 credential, not a generic introduction:
"I'm a CPA specializing in 1031 exchange planning for real estate investors in the Pacific Northwest."
Name who you serve, specifically:
"I work with real estate investors and small business owners who own appreciating investment properties and are looking to sell strategically."
List three to five concrete 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."
Say what sets your approach apart:
"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."
State your credentials and where you work:
"I hold a CPA license and serve clients throughout Oregon and Washington."
Close with a clear next step:
"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."
Sharpen the listing
A few habits separate profiles that get found from profiles that sit still.
Practice | Why it helps |
|---|---|
Update your profile monthly | Signals an active practice and improves search ranking |
Respond to inquiries within 24 hours | The single biggest driver of turning inquiries into clients |
Include a professional headshot | 2-3x more profile clicks |
Be specific about services | Better match with investor searches |
Add a testimonial or case study | Builds immediate credibility |
Cross-link to your website | Drives additional traffic and trust |
Include your geographic service area in the bio text | Improves location-based search matching |
Make the listing work harder
Your profile is one channel. A few ways to point more traffic at it:
- Link to your Hello1031 profile from your website and LinkedIn.
- Mention it in client emails: "You can read 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
Setup takes about an hour. Keeping it current takes about fifteen minutes a month. The advisors who get the most out of the directory are the ones who answer fast and keep a clear, specific profile. The rest is showing up.
The directory puts you in front of investors already searching for 1031 help. A clear, specific, up-to-date profile is the version they can act on, and it takes about an hour to build. Answering quickly is what keeps the conversation going.
Frequently asked questions
Is there a cost to be listed in the Hello1031 advisor directory?
Hello1031 offers several listing tiers. A basic profile with your name, credentials, and contact information is free for many advisor types. Premium listings add features like lead notifications and analytics for a subscription fee. Whether the paid tier is worth it depends on how much 1031 work you are doing. Check the directory homepage for current pricing and tier details.
What information do I need to create a profile?
At minimum: firm name, your name, credentials (CPA, CFP, Series 7, and so on), your locations, phone, email, and a short bio. For a profile that converts better, add a professional headshot, a bio that leads with your 1031 experience, specific services (exchange planning, tax projections, DST analysis, and the like), your geographic service area, an estimate of your average transaction size, and case studies or testimonials if you have them. The more specific and complete, the easier you are to choose.
How do investor leads work?
Investors search the directory by location and specialty, say "CPA who handles 1031 exchanges in California." When a profile fits, they click through to read your bio and see your contact info, then message you through the platform or call directly. You receive the lead and follow up. With a premium listing, you may also get alerts when a new investor matches your profile criteria.
Can I update my profile after creating it?
Yes. Log in to your Hello1031 advisor account any time to edit your profile: add testimonials, update credentials, change your location or service area, or refresh your bio. Keeping it current signals that you are actively working with clients, and advisors who update monthly tend to see more engagement.