Why financial advisors ❤️ Wealthtender.
We’re grateful for our growing community of financial advisors, wealth management firm leaders, compliance professionals, and industry colleagues who trust Wealthtender as their digital marketing partner. Here is what they say, in their own words.
What do advisors and compliance leaders say about online reviews?
From the first client invitation to the regulator’s review, in their words.
“Since we started posting our testimonials, we have seen a noticeable increase in our inbound activity. By that, I mean people calling us out of the blue who found us after looking at other advisers. This has been one of the busiest summers I have seen as an RIA in 15 years…. You have done a great service!”
“We have been partnering with Wealthtender and the experience has been great. The platform is easy to use, the responsiveness from the team is prompt, and their willingness to jump on a call and discuss any questions or just to brainstorm has been extremely helpful. Wealthtender is helping firms navigate this new opportunity to reach potential clients, and most importantly helping you to be compliant with the new SEC marketing rules. Would highly recommend to any firm to leverage Wealthtender to their advantage.”
“I reviewed Wealthtender and their client review process, and I am good with it. I actually really like their process.”
“I had my first RIA audit with Colorado this week, and the regulator was good with me including reviews on my home page since they link to your platform. Thanks for the great work!”
“Thank you for the assistance in getting the testimonial process organized for us. Your suggested language for our compliance manual was excellent and the website setup for tracking this was very helpful. It was easy to set everything up and I admit I dreaded doing this task. You and your team made it simple.”
“Inviting your clients to write online reviews is not as nerve-wracking as you would think. Your clients get more value from your meetings than you give yourself credit for. Many were actually over eager to help. They left reviews within 24 hours, no one was offended.”
“After inviting my clients to submit online reviews through Wealthtender, I realized I should be more proactive about asking for referrals. Several clients commented that they’re happy to refer me. Now I’m confident in asking those clients for introductions at our next meeting.”
These statements reflect individual experiences and are not a guarantee of future results. Individual results vary.
What do advisors say about showing up in Google and AI search?
How advisors describe appearing in ChatGPT, Gemini, and Google when prospects go looking.
“Wealthtender has been a breath of fresh air for enhancing my marketing efforts and definitely helps me show up in AI searches.”
“I just asked ChatGPT who were the top 10 advisors in my area, and I was an ‘honorable mention’ because of Wealthtender. Pretty cool. I just moved here 7 months ago and ranked higher than firms that have been in the area for years.”
Here are some differences in my website since working with Wealthtender:
- My domain rating tripled
- The number of backlinks doubled
- Website visits doubled
- Was quoted in multiple articles
“I had no idea both ChatGPT and Gemini were overlooking my Google Reviews. Better late than never to get them imported into Wealthtender. I’m looking forward to seeing if the change helps build trust and improves how both platforms present my business. Appreciate you keeping an eye out for me!”
“Prospective clients have many financial advisors to choose from, and online presence is critical during their evaluation process. Wealthtender makes it easy for me to build rapport with prospects well before they reach out for an initial consultation.”
These statements reflect individual experiences and are not a guarantee of future results. Individual results vary.
What do specialists say about reaching the clients they serve?
When someone searches for an advisor who understands their employer, profession, or situation, specificity helps them find the right fit.
“When SpaceX was heading toward its IPO, employees found me through the SpaceX Wealthtender Q&A where I’m featured and reached out because they wanted to work with an advisor knowledgeable about their unique situation. That kind of inbound interest, from the right people at the right moment, is something traditional marketing tactics simply don’t deliver.”
“A prospect booked me after Googling ‘financial planner for Dell employees,’ and we came up right away.”
“I had a prospect reach out this week from one of the large companies that I did the Q&A on, and he mentioned that he found me through a Google search using the keywords of Advisor, CFP, and a large tech company. Wow! These tools at Wealthtender are already working!”
These statements reflect individual experiences and are not a guarantee of future results. Individual results vary.
What does independent research say about getting found?
Advisors tell us what they experience. Two recent independent studies look at the same shift across the industry.
AI Search Power Players
A study of 8,389 answers from ChatGPT, Gemini, and Google AI Overviews, testing which RIAs are named for eight audiences of wealthy professionals.
“Get listed where AI looks. That means the WSJ’s advisor rankings, Wealthtender, The White Coat Investor, Dentist Decoded, and the community sites and directories for each audience.”
Prompts were test questions written by Gregory for the study. Gregory notes that its comparisons show which sources and firms appear together, “not that a source caused a mention.”
See the Gregory study →How Financial Planners Actually Market Their Services
A survey of 506 advisors measuring Revenue Acquisition Cost (RAC): what a practice spends to generate each new $1 of client revenue.
“Due to their high efficiency and minimal demands on advisor time, there is little reason why firms actively pursuing growth should miss the opportunity to use online directories.”
“Overall, what stands out most about third-party review platforms is the degree to which their extremely low RACs [Revenue Acquisition Costs] suggest many advisors may be overlooking a meaningful growth opportunity by failing to establish even a basic presence on these platforms.”
Industry-wide findings reported by advisors, not Wealthtender-specific results. Individual results vary.
See the Kitces report → Read our take, including how advisors rated Wealthtender →What do advisors say about getting started?
Short notes advisors left on our onboarding form as they finished signing up, plus a few words on the service that follows.
“Fastest and easiest onboarding I’ve had from any partner in my career! Ideal for an advisor like me who wants to spend more time with clients and less on back office.”
“This onboarding process has been phenomenal.”
“Onboarding has been very smooth. You’ve made it extremely easy to get started.”
“You guys have a great onboarding experience. Very impressive workflows and software. I’m excited to use Wealthtender!”
“This was a great onboarding experience. Easy, but informative. Excited to be part of the Wealthtender Family!”
“Super easy and streamlined onboarding – thanks!”
“Love how seamless and clean this process is. Thanks!”
“Extremely turnkey! Thank you”
“Thanks for your patience and follow up to remind me about the onboarding. It is a very smooth process & informative.”
“I love to see Wealthtender getting more recognition. Their customer service is absolutely unmatched and their offer is a HIGHLY valuable tool every advisor should implement in their business, whether they have a full-out marketing plan or not.”
These statements reflect individual experiences and are not a guarantee of future results. Individual results vary.
What do advisors say about winning new clients?
Advisors on the prospects who found them, reached out, and in some cases became clients.
“We have received a dozen (maybe a few dozen) leads and a few of those have converted to clients. That alone pays for the service. But, more importantly, if someone googles Abundo they will see our Wealthtender page with our reviews and that adds instant legitimacy which increases their likelihood to schedule or sign up with us.”
“Just signed up a client who found me on Wealthtender for ongoing planning. Talking to a prospect this week (second meeting) who found me on Wealthtender as well. Thank you for all you are doing for us.”
“Wealthtender is really setting the bar higher. My profile is really kind of beautiful, and I’ve gotten a couple of clients from Wealthtender as well. So overall, a big fan!”
“We have seen more immediate impact from Wealthtender than the ‘big’ marketing firm we are spending thousands on.”
“Wealthtender has been one of the smartest marketing decisions I’ve made.”
These statements reflect individual experiences and are not a guarantee of future results. Individual results vary.
Hear it from advisors directly
Press play to watch advisors share what they love about Wealthtender.
What are advisors and industry experts saying on social?
A sampling of posts from financial professionals and colleagues across LinkedIn.
Go deeper: Two Winning with Wealthtender stories
One advisor, one firm, and exactly how reviews and AI visibility changed the way clients find them.
“The market doesn’t yet understand the value you’re providing!”
Financial Advisor, onboarded October 2024
Ready to get found by the clients you serve best?
About these testimonials. The statements on this page were shared by financial professionals describing their own experience using Wealthtender, an online digital marketing and reviews platform for financial advisors and wealth management firms to collect testimonials compliantly. They reflect those individuals’ experiences and are not a guarantee or indication of future results; individual results vary. Some testimonials are shown without attribution to protect privacy. Comments labeled with an onboarding date were submitted through our optional onboarding form as advisors signed up, and may be excerpted; they describe the signup experience, not later results. Financial advisors and wealth management firms featured on Wealthtender pay Wealthtender for its services, which is a natural conflict of interest, and Wealthtender is not a client of these providers.
About the research. Independent studies are summarized for informational purposes and reflect each publisher’s own methods and findings. Their inclusion does not imply that the publisher endorses Wealthtender. Employer names identify where a featured advisor’s clients work; Wealthtender and its advisors are not affiliated with or endorsed by those employers.
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