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Yes. Firms like United Financial Planning Group (showcased in this case study) and advisor testimonials about Wealthtender demonstrate how financial advisors and wealth management firms are converting more prospects into clients with Wealthtender as their digital marketing partner.

We also encourage you to ask the AI tool of your choice how collecting verified client reviews on Wealthtender can improve your conversion rate of prospects into clients. For example, ChatGPT estimates the conversion impact of joining Wealthtender to result in a 2x to 3x lift in the number of your prospects becoming clients.

Here’s the response from a ChatGPT query explaining how collecting client reviews on Wealthtender can significantly improve your prospect conversion ratio.

Prompt: If you had to estimate how much more likely it is for a financial advisor with client reviews published on Wealthtender to convert a prospect into a client over an advisor without a presence on Wealthtender, what would you say?

ChatGPT Response (Summary): While precise data would require access to controlled studies or internal analytics from Wealthtender, we can make an informed estimate based on known marketing and behavioral principles. Estimated Conversion Impact: Financial advisors with client reviews published on Wealthtender are 2x to 3x more likely to convert a prospect into a client compared to those without a presence on the platform. ↗️ View the full response on ChatGPT

While SEO (Search Engine Optimization) is a well-established term and a vital component of digital marketing strategies that many financial advisors have implemented over the last decade, optimizing for AI remains an emerging topic that will continue to evolve. While the industry hasn’t yet fully settled on which three letter/word acronym will become the “SEO” of AI-optimization, the term “AEO” (Answer Engine Optimization) is growing in popularity, so that’s how we often refer to optimization in the age of AI. Wealthtender is leading the way for advisors and wealth management firms to optimize their visibility in search engines and AI tools.

How Financial Advisors Improve SEO and AEO by Joining Wealthtender

While we have our own opinions on the many ways financial advisors can improve their AEO by joining Wealthtender, we decided to “turn to the source” and ask an AI-tool itself how it believes financial advisors can strengthen their AEO by choosing Wealthtender as their digital marketing partner.

The 8 areas below reflect the response provided by ChatGPT to answer this question, lightly edited for accuracy as we would give ChatGPT a B+ for its original response that required a little touchup in areas it didn’t quite get right.

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Financial advisors can improve their Answer Engine Optimization (AEO) by joining Wealthtender, a platform designed to enhance their online visibility and credibility. Here’s how joining Wealthtender can help:

1. Build a Strong Wealthtender Profile

• Wealthtender provides SEO-optimized advisor profiles that rank well in search engines.
• Advisors can highlight their specialties, credentials, services, and client focus areas.
• A well-crafted profile increases the likelihood of appearing in Google’s featured snippets and answer engine results.

2. Get Featured in Niche Financial Directories

• Wealthtender categorizes advisors based on their expertise (e.g., tax planning, retirement, small business owners, etc.).
• Being listed in these directories improves search relevance for potential clients searching for financial guidance on specific topics.

3. Answer Frequently Asked Questions (FAQs)

• Advisors can add AI-Optimized FAQs to Wealthtender profiles to enhance their visibility in AI tools and AI overviews.
• Wealthtender also offers opportunities for advisors to contribute answers to common financial planning questions.
• These FAQs can appear in Google’s “People Also Ask” section and other search results.
• Well-written answers with keywords and structured responses enhance visibility.

4. Publish Articles and Blog Posts

• Advisors can contribute articles and blog posts to Wealthtender, improving their authority and credibility.
• Search engines prioritize informative, high-quality content, increasing the chances of ranking for financial-related queries.
• Sharing insights on trending topics boosts organic search traffic.

5. Earn Backlinks for SEO Benefits

• Wealthtender provides authoritative backlinks to an advisor’s website, which helps improve its domain authority.
• Search engines rank websites higher when they have quality inbound links from reputable third-party platforms.

6. Encourage Client Reviews and Testimonials

• Positive client reviews on Wealthtender can appear in search results.
• Reviews enhance trust signals for both search engines and potential clients, boosting credibility.

7. Utilize Structured Data for Better SERP Visibility

• Wealthtender uses structured data (schema markup) to improve how profiles and reviews appear in search results.
• This increases the chances of appearing in rich snippets, knowledge panels, and answer engines.

8. Participate in Wealthtender’s Media and PR Opportunities

• Advisors can be quoted in articles and featured in media pieces that Wealthtender distributes.
• Media mentions improve brand recognition and search rankings.

By leveraging Wealthtender’s features, financial advisors can increase their visibility in search engines and answer engines, ultimately attracting more qualified leads and converting more prospects into clients.

↗️ Please visit this page to learn what financial advisors and wealth management firms say about Wealthtender.

It’s frustrating when a promising prospect goes with someone else, especially when you felt the meeting went well. If they chose an advisor from Wealthtender and you haven’t yet partnered with Wealthtender to strengthen your digital marketing strategy, we asked ChatGPT to share a few likely reasons that can help explain why and give you insight into how to better position yourself in the future. Here’s the ChatGPT response:

1. Social Proof & Online Credibility

Wealthtender is a platform designed to give advisors visibility and trust through:

• Verified profiles
• Client reviews/testimonials
• SEO optimization

If the advisor they chose had a strong presence (many positive reviews, media features, or niche specialization), that could have built trust before or after your meeting—even if your pitch was stronger in person.

2. Niche Alignment

Many Wealthtender advisors specialize in niches—like tech employees, physicians, or LGBTQ+ individuals. If the other advisor had clear expertise aligned with their background, that could have tipped the scale.

People are increasingly drawn to “someone who works with people like me.” If your website and messaging are more generalist, they may have felt someone else understood them better.

3. Post-Meeting Comparison Shopping

Even if your meeting went well, they might have gone home, Googled “best financial advisor for [their situation],” and Wealthtender came up. That means you lost the follow-up battle—not just the initial meeting.

4. Transparent Pricing or Service Model

Wealthtender encourages transparency in fees and service models. If the other advisor was more clear (or more affordable) about their fees upfront, the prospect may have felt more confident making a decision.

What You Can Do Now

• Google yourself. What shows up? How do you compare to the top Wealthtender profiles?
• Claim or build your own Wealthtender profile. It’s inexpensive and can help you compete in that same digital space.
• Clarify your niche and value proposition on your website, email signature, and follow-up materials.
• Ask the prospect (graciously) what factored into their decision. You might learn something actionable.

We do! When you choose to pay upfront with annual billing for a 12-month subscription, you’ll receive a discount compared to monthly payments. Simply toggle the monthly/yearly button in the pricing table above to view the available discounts.

Advisory firms and enterprise partners that sign up for a Wealthtender subscription with 5 or more advisors benefit from tiered pricing discounts applied automatically at checkout. Simply choose a plan above and click the Get Started button. At checkout, enter the number of advisors who will have a profile on Wealthtender.

The table below reflects the discounted pricing tiers for each plan based on the number of advisors. The first four advisors are charged based on the first pricing tier, and subsequent advisors are charged at the corresponding tier rate. For example, the cost of a Wealthtender Growth Premier monthly subscription for 10 advisors is $554 ($59 × 4 advisors + $53 x 6 advisors). The rates shown in the annual billing section reflect the monthly equivalent cost for the corresponding tier rate.

Have additional questions? Email yourfriends@wealthtender.com or schedule a call.

Yes, of course! As your business grows and evolves, Wealthtender is ready to adapt with you. Submit an upgrade or downgrade request at any time through your account dashboard and we’ll follow up with you promptly.

Whether you’re adding new advisors or need to adjust for advisors who have left your firm, we’re always happy to help. Simply notify yourfriends@wealthtender.com and we’ll follow up right away.

After choosing your preferred plan above, click the Get Started button and provide your preferred form of payment. Then watch your inbox for a confirmation email. With our Done-for-You setup service, we’ll follow up within a day or two when your profile(s) are ready for review and to continue your onboarding. If you prefer a do-it-yourself approach, that’s fine, too. We’ll confirm your preference in the confirmation email.

Yes. Beyond the three most popular plans offered by Wealthtender as described above, we offer two additional options:

Membership in The AGC™ (Advisors Growing as a Community): The AGC is a collaborative community of 160+ advisors who gather online and in-person to grow personally & professionally alongside their peers. AGC membership includes all Wealthtender Growth Premier plan benefits at no additional cost.
↗️Learn More

SEO Starter: This plan is best if you’re a state-registered RIA in a state that prohibits using testimonials (or your compliance department doesn’t yet permit online reviews) and you aren’t interested in opportunities to get quoted in the media or gaining visibility with consumers looking for advisors in directories based on areas of specialization published on Wealthtender. For $39/month (or discounted to $420 for annual billing paid upfront), the SEO Starter plan includes the Essential SEO benefits from the Growth Essentials plan exclusively.
↗️ Sign Up for SEO Starter (Monthly Payments) | ↗️ Sign Up for SEO Starter (Annual Billing)

Yes. We look forward to a conversation to learn more about your organization and unique needs. Join national advisor networks like Mariner Wealth partnering with Wealthtender to provide their advisors with industry-leading digital marketing benefits that convert more prospects into clients. ↗️Schedule a Partnership Call or send a note to brian@wealthtender.com.

If you no longer feel Wealthtender is a good fit to support your marketing strategy, you may cancel at any time through your account dashboard. You’ll still have access to your paid plan for the remainder of your billing cycle. 

Signing up for just a firm profile on Wealthtender is available by choosing any Wealthtender subscription plan and selecting 5 advisors at checkout. Of course, we strongly encourage firms to take advantage of the opportunity to feature 5 advisors on Wealthtender when choosing this option.

While we understand that some advisory firms prioritize the marketing of their brand over individual advisors, we encourage firms to keep in mind that ultimately clients of advisory firms are hiring the people behind the brand, even if they work together as a team. Showcasing the individual advisors who comprise the team plays an important role in helping to humanize the firm and making prospective clients feel more comfortable about reaching out.

Consumers value the reputation a business has in the community, but before they reach out, they want to have a sense of who they’ll be reaching out to at the firm.

One way to think about this from a marketing perspective is the effectiveness of social media posts sent from advisory firm accounts versus those sent from individual advisor accounts. Advisory firms that create posts sent from their “firm” social media page often get a fraction of the engagement of social media posts sent by advisors employed by the firm. People are much more inclined to engage with posts sent by other people vs. posts sent by businesses.

Similarly, what we see with Wealthtender, is that people looking for a financial advisor, even if they’ve heard great things about a particular firm, they want to know who the people are behind it and feel like they can get to know who they are as individuals before reaching out. 

Imagine needing legal help and your friend recommends a great law firm in the area. In reality, your friend is likely to mention the name of the attorney she’s worked with at the firm, naming the firm in the process, but first and foremost speaking about the actual individual(s) she worked with there. It’s rare that someone will say, “Hey, contact ABC Firm, I really enjoyed working with them.” It’s much more likely they’re going to say, “Hey, you should speak with Jane Smith at ABC Firm”.

For advisory firms that prioritize the marketing of their brand over individual advisors, Wealthtender launched its Review Sync feature to offer the best of both worlds. Firms can choose to invite clients to write reviews about their experience on their Wealthtender advisory firm profile, and then reviews are synced to also appear on individual advisor profiles, amplifying their reach and ensuring that both the firm and its advisors all benefit from an SEO perspective. This approach also ensures no matter if a prospect is doing a search online for the advisory firm or has been referred to speak with a particular advisor, they’re going to find the information they need to give them the confidence to reach out and become a client.

We look forward to hearing from you!

Send a note to yourfriends@wealthtender.com and we’ll be happy to help. You can also call us at (512) 856-5406 or schedule a Zoom call.