Grow Your Agency as a Wealthtender Certified Consultant
Attract New Clients — Expand Your Services — Create New Income Streams
How Does Your Agency Stand Out Among Others?
When you become a Wealthtender Certified Consultant, your agency gains access to a powerful digital marketing platform to deliver increased value to financial advisors and attract new clients to your firm.
✅ Supercharge your SEO services with our industry-leading Domain Authority
✅ Offer testimonial marketing packages built on the leading SEC-compliant reviews platform
✅ Generate new sources of recurring income to profitably grow your business
Create More Reasons for Financial Advisors to Choose Your Agency
As a Wealthtender Certified Consultant, you gain new ways to help the advisors you serve get found online and convert more prospects into clients. Add valuable services delivered by your team and enabled by our platform.
As a Wealthtender Certified Consultant, You’ll Get…
- An exclusive license to deliver value-add services built on top of Wealthtender subscriptions
- Customizable SEO and testimonial marketing packages designed to position you for success
- Flexibility to tailor your services and set pricing based on your agency priorities
- Sales support resources to help you attract new clients
- Brand-building opportunities for your agency
- Upfront training for your team and ongoing agency support from Wealthtender
- Featured listing in Wealthtender Service Provider Directory
Bonus:
Once your agency has onboarded five clients with active Wealthtender subscriptions, unlock additional benefits, including:
- An Agency Showcase Q&A Feature published on Wealthtender to promote your firm
- Embeddable interactive map and directory of your clients to add to your agency website
- Monthly roundup article featuring your clients’ insights for publication on Wealthtender
How It Works:
When you become a Wealthtender Certified Consultant, you gain access to exclusive benefits and turnkey packages that your agency can customize and brand as your own. Add or remove services and determine pricing based on your unique business requirements.
Your financial advisor clients must have a paid Wealthtender subscription (Growth or Elite tier) in good standing to be eligible for agency services.
As a Wealthtender Certified Consultant, you have the option to enter into a reseller agreement to purchase Wealthtender subscriptions on behalf of your clients at a 15% discount to individual subscription rates. Use this approach to offer digital marketing packages that include all Wealthtender advisor benefits plus your unique value-add services. You choose the pricing you will charge clients for these packages.
Alternatively, we can provide you with an introductory discount code for Wealthtender subscriptions you can offer your clients. Use this approach if you prefer to only charge clients for the services you deliver.
Help Advisors Grow Their Business with SEC-Compliant Testimonial Marketing
Financial advisors have a once-in-a-generation opportunity to be among the first to turn their online reviews into an evergreen source of digital referrals. But many advisors are reluctant to get started without an expert guide. Fortunately, they have you.
Your agency can choose to offer one or both of the example turnkey SEO packages below. Of course, you can customize the benefits, your time commitment, and pricing based on the unique requirements of your firm. Or incorporate elements of these packages into your current suite of offerings to expand your services and develop new income streams. Access SEC Marketing Rule training for your team and ongoing support provided by Wealthtender.
Testimonial Marketing Launch Package (Suggested Value: $600 to $1,000 one-time)
Financial advisors have a once-in-a-generation opportunity to be among the first in their market to stand out online with SEC-compliant online reviews. [Our Agency] offers the Testimonial Marketing Launch Package to ensure you get off to a successful start. (Prerequisite: Wealthtender subscription)
Examples of Benefits Your Agency Can Offer Advisors:
- Expert guidance to create and implement a compliant testimonial marketing program
- Kickoff call to discuss engagement deliverables and confirm advisor preferences
- Assistance in preparing testimonial policies and procedures for your CCO (if necessary)
- Enabling your Wealthtender Certified Advisor Reviews feature to collect online reviews
- Updating your website with SEC-compliant widgets to collect and/or promote client testimonials
- Importing unsolicited reviews from non-compliant platforms to unlock their value
- Writing initial outreach email to invite current clients to write a review
- Best practices consultation for sending an initial outreach email and handling sensitive clients
- Tips for soliciting reviews from non-clients; Writing outreach emails (optional)
- Guidance on adding disclosures to preliminary incoming reviews
- Custom flyer creation (PDF) with a unique QR code to request in-person reviews (optional)
- Social media post templates and guidance to compliantly promote testimonials
- Debrief call with go-forward testimonial marketing recommendations (cross-sell opportunity)
Testimonial Marketing Promotion Package (Suggested Value: $500 to $800/year)
Maximize the power of your online reviews with ongoing monthly support from [Our Agency]. We offer the Testimonial Marketing Promotion Package to turn your online reviews into an evergreen source of digital referrals. (Prerequisite: Wealthtender subscription)
Examples of Benefits Your Agency Can Offer Advisors:
- Bi-weekly client testimonial social media posts to build trust more quickly with prospects
- Quarterly website review to identify and refresh placements of curated testimonials
- Monitoring for new reviews to import from non-compliant platforms
- Incorporating testimonials into marketing funnel and lead nurturing activities
- Quarterly flyer refresh (PDF): Curated testimonial highlights for offline use with prospects
Supercharge Your SEO Services with New Ways to Help Advisors Rank Higher in Search Results
Financial advisors appreciate the services you provide to strengthen their SEO. As a Wealthtender Certified Consultant, you gain exclusive opportunities to generate additional value for your clients, powered by the industry's leading find-an-advisor website.
Your agency can choose to offer one or both of the example turnkey SEO packages below. Of course, you can customize the benefits, your time commitment, and pricing based on the unique requirements of your firm. Or incorporate elements of these packages into your current suite of offerings to expand your services and develop new income streams.
Wealthtender Premium SEO Launch Package (Suggested Value: $600 to $1,000 one-time)
With the Wealthtender Premium SEO Launch Package offered by [Our Agency], we design your Wealthtender profile to match your brand guidelines and achieve optimal visibility in search engines. We'll also ghostwrite and publish an SEO-optimized guest post on Wealthtender with backlinks to the most important pages on your website, syndicate an existing article from your website, and promote your content on social media to bolster your brand and online reputation. (Prerequisite: Wealthtender Growth or Elite subscription)
Examples of Benefits Your Agency Can Offer Advisors:
- Wealthtender profile design and SEO-optimization
- 1 custom and SEO-optimized guest post on Wealthtender to build authority and backlinks
- Syndication of 1 existing article from your website on Wealthtender to gain increased visibility
- Social media posts on LinkedIn and Twitter promoting your new guest post and syndicated article
Premium SEO & Authority Marketing Package (Suggested Value: $300 to $500/mo.)
[Our Agency] offers a white-glove experience for advisors interested in premium SEO services and authority marketing benefits "done for you", so you can stay focused on serving your clients. Throughout the year, we'll write custom content in your voice designed to help you get found online, publish your content on the industry's highest-ranking consumer find-an-advisor website (based on Domain Authority and consumer traffic), monitor for media inquiries to get you featured in national publications and on popular personal finance websites, and create social media posts to bolster your brand and online reputation. (Prerequisite: Wealthtender Growth or Elite subscription)
Examples of Benefits Your Agency Can Offer Advisors:
- Quarterly SEO-optimized guest post on Wealthtender to build authority and backlinks
- Quarterly syndication of existing article from your website for added visibility on Wealthtender
- Quarterly "Ask an Advisor" Showcase Article on Wealthtender to build authority and boost SEO
- Bi-weekly social media posts promoting your features on Wealthtender and in media outlets
- Daily monitoring of media inquiries to identify opportunities to increase visibility and boost SEO
- Daily monitoring of opportunities to respond to reader questions in relevant topical areas
- Periodic website updates to your highlighted "media mentions" and "as seen on" features
Enjoy Exclusive Agency Resources and Partnership Support from Wealthtender
As a Wealthtender Certified Consultant, we provide you with upfront and ongoing training and resources tailored to the needs of your agency. We offer tools to position you for success with existing clients and help you attract new advisors to your agency.
Sales Support Resources to Help You Attract New Clients:
- Agency-Branded Testimonial Marketing Playbook (view sample)
- Agency-Branded Online Review Templates and Checklists (view samples)
- Agency-Branded Digital Marketing Report (lead gen tool; SEO tips for advisors)
Brand-Building Opportunities for Your Agency:
- Agency Profile Spotlight Feature on Wealthtender (view example)
- Featured listing in Wealthtender Service Provider Directory
- Press Release Issued by Wealthtender Announcing Agency Partnership
- Promotion by Wealthtender of Your Agency to Advisors
- Wealthtender Certified Consultant Badge to Promote Your Agency
Advisor Success Resources:
- Agency Onboarding: How to Maximize ROI from the Wealthtender Platform for Your Clients
- "Train the Trainer": SEC Marketing Rule Education for Your Team (Webinars, Office Hours, etc.)
- Agency-Branded Presentation Template (e.g., "How Advisors Can Succeed with Testimonials")
- Webinar Support: Wealthtender Staff available for Agency-Hosted Advisor Webinars
How to Become a Wealthtender Certified Consultant
As a Wealthtender Certified Consultant, you gain more ways to help the advisors you serve get found online and convert more prospects into clients. It's easy to get started.
1. Schedule a Discovery Call
We'll provide additional details about our agency partnership program and answer your questions to determine if becoming a Wealthtender Certified Consultant is a good fit for your agency. (Schedule a Call)
2. Sign Up
Agency partners can sign up as a Wealthtender Certified Consultant for a one-time setup cost of $299.
3. Grow Your Agency
Our partnership kicks off with a press release issued by Wealthtender to promote your agency as a Wealthtender Certified Consultant, social media promotion, and an announcement to the hundreds of financial advisors in our community. From there, we'll offer tailored training and ongoing support to fuel your agency's growth.
Are you an agency owner or marketing consultant ready to grow your services?
As a Wealthtender Certified Consultant, you gain new ways to help the advisors you serve get found online and convert more prospects into clients.