Patent ID: 7752054

Claim:
A computer-readable medium comprising computer executable instructions that, responsive to being executed by a computing system, cause the computing system to: create a first search criteria from first search criteria questions, the first search criteria corresponding to a user response to the first search criteria questions; create a first advisor subset from the first search criteria; display information about the first advisor subset; in response to the display of the information, receive a first indicator whether to further limit the first advisor subset and receive a second indicator whether to create another search criteria from a revised response to the first search criteria questions; in response to receipt of the first indicator, repeat creation of the first search criteria, creation of the first advisor, display of the information, receipt of the first indicator, and receipt of the second indicator; in response to receipt of the second indicator, create a second search criteria to further query the first advisor subset, the second search criteria comprising at least one user response to a series of predetermined profile questions, the series of predetermined profile questions comprising at least one question that is different from the first search criteria questions; create a second advisor subset from the second search criteria; apply a preference to an advisor having a specified minimum qualification rating; execute an advisor matching algorithm to calculate a percent match value for each advisor in the second advisor subset; and display a best fit advisor list.