Affordable Digital Marketing To Convert More Prospects into Clients
◆ Join the Digital Marketing Platform Rated Extraordinary By Advisors ◆
– T3 Advisor Software Survey, 2023 & 2024
IMPACTFUL BENEFITS FOR INDEPENDENT ADVISORS:
🎯 SEO-Optimized Profile on the #1 Find-An-Advisor Website
⭐ Compliantly Collect and Promote Client Testimonials
↗️ Rank Higher In Search Results And Stand Apart In Your Market
Use coupon code FRGIS at checkout for a 15% lifetime discount on any plan.
Get Started Today with Minimal Cost and Minimal Effort.
With free Done-For-You setup service for FRGIS advisors, getting started with Wealthtender is quick and easy.
1. Get Started | ⏱️ ~ 5 minutes
- Sign Up: 2 minutes
- Profile Setup: 0 minutes
- Review / Personalize Profile: 1 to 5 minutes
Within a business day or two, Wealthtender creates your profile and notifies you when your profile is ready for review. You can edit and personalize your profile further with an experience similar to editing their LinkedIn profile.
2. Setup & SEO Activation | ⏱️ ~ 0 minutes
- Profile Indexed in Search Engines: 0 minutes
- Added to Find-an-Advisor Directory: 0 minutes
- Featured in Local Guide: 0 minutes
- Added to Designation Guides: 0 minutes
After your profile is published, Wealthtender submits it for indexing by search engines. This generally results in your profile appearing on the first page of Google search results for relevant keywords within a week.
Your profile is then added to the primary find-an-advisor directory on Wealthtender, in addition to being featured in your local guide, where prospects in your area can find you using tools like interactive maps with filtering options.
If you hold a professional designation(s), you are also added to guides that help consumers find advisors with advanced credentials (e.g., CFP, AIF, etc.)
3. Choose Your Benefits | ⏱️ ~ 5 minutes
- Benefits Selection Form Completion: ~5 minutes
Wealthtender sends you an email with a link to a personalized form that provides an overview of the additional benefits available to you.
In less than 5 minutes, you can confirm additional consumer guides where you would like to be featured (based on your ideal client type or areas of specialization) to increase your visibility with consumers visiting Wealthtender.
You can also opt-in to receive notifications to get quoted in the media, and request information about additional benefits, including how to get started with online reviews.
4. Online Reviews | ⏱️ ~ 15 minutes
- Introduction Video: ~ 7 minutes
- Turning On Reviews Feature: ~1 minute
- Setting Up / Sending Email Template to Request Reviews: ~4 minutes
- Adding Disclosures to Incoming Reviews: ~1 minute (per review)
Wealthtender provides how-to videos, templates, and a quick-start checklist to ensure you get off to a great start asking for reviews from your clients and promoting them compliantly.
“Our Marketing team’s mission at FRGIS is to provide you with tactical marketing strategies to help you grow your books of business. We partnered with Wealthtender to bring you a compliant solution to turn your testimonials into an evergreen source of new referrals and affordably power up your digital marketing.”
Financial Resources Group Investment Services
Join the #1 find-an-advisor directory and online reviews website.
Independent advisors affiliated with FRGIS enjoy discounted pricing and access to impactful digital marketing benefits offered by Wealthtender to help you succeed with testimonial marketing, strengthen your SEO (search engine optimization), and ultimately convert more prospects into clients.
Plans start around $49/month. Save time with Done-for-You setup at no additional cost.
▶️ Watch the Wealthtender Intro Video (< 9 Minutes)
Use coupon code FRGIS at checkout for a 15% lifetime discount on any plan.
JOIN FRGIS ADVISORS GROWING WITH WEALTHTENDER:
Convert more prospects into clients with online reviews.
The new SEC Marketing Rule is a game-changer for advisors. Wealthtender is the first SEC-compliant financial advisor review platform.
Certified Advisor Reviews™
Certified Advisor Reviews help consumers make smarter hiring decisions when choosing a financial advisor. Advisors can opt in or turn off Certified Advisor Reviews at any time. Learn more.
Your Stars Shine on Google
About one week after receiving 5 reviews, advisors can expect to see their gold stars appear in Google search results with their Wealthtender profile page. These positive trust signals are powerful with prospects.
Reviews on Your Website
Wealthtender provides easy-to-use widgets to collect and/or display client reviews on your website, in addition to your Wealthtender profile page. Add a testimonials page to your website with just a few clicks. Learn more.
Compliance Friendly
Before a new review is published, a notification is sent to the financial advisor (or compliance designee) to provide appropriate disclosures. Once added, the review is published. Watch the 7-minute demo video.
↗️ CASE STUDY: How United Financial Planning Group Grows With Testimonial Marketing Powered By Wealthtender
Supercharge your SEO with a profile page on Wealthtender
Thousands of people visit wealthtender.com each month to discover financial advisors and improve their financial health.
A Top 5 Marketing Strategy
Your profile page benefits from our industry-leading Domain Authority to strengthen your SEO. “Paid web listings” like Wealthtender rank as a Top 5 Marketing Strategy in the Kitces Research Survey on Advisor Marketing.
Multiple Shots on Goal
Unlike basic find-an-advisor sites that limit your visibility to one directory, you’re showcased in local guides and specialist showcases that often rank on the first page of Google for search terms popular among people looking for an advisor.
Free Done-for-You Setup
Sign up for any plan and we’ll create your SEO-optimized profile page on Wealthtender at no additional cost. Sign in to personalize and manage your profile anytime. Prefer to set up your profile page on your own? That’s easy, too.
Designed for Compliance
Wealthtender is designed with compliance at its core. We love making compliance officers smile. Our founder is a member of the National Society of Compliance Professionals with over 25 years of industry experience.
View Advisor Profiles on Wealthtender
“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!”
Independent Advisor
Based in IndianaUse coupon code FRGIS at checkout for a 15% lifetime discount on any plan.
Enjoy an Exclusive 15% Lifetime Discount
As an FRGIS-affiliated advisor, enjoy a 15% lifetime discount off the individual advisor monthly* rates below.
Simply use coupon code FRGIS at checkout.
* Additional discounts are available for annual billing. ↗️ View plan options side-by-side for details.
1 What makes Wealthtender #1?
Wealthtender is the #1 find-an-advisor directory not sponsored by a wealth management firm, credentialing organization, or industry association.
A Message from Our Founder
Hi there! 👋
Thanks for your interest in joining Wealthtender.
Since launching Wealthtender in 2019, we've worked tirelessly to become the #1 find-an-advisor directory1 and online reviews website, helping thousands of Americans each month discover the right financial advisors for their individual needs.
Today, Wealthtender is an essential digital marketing platform helping hundreds of advisors accelerate their growth and convert more prospects into clients.
Wealthtender Generates Long-Term ROI for Advisors at a Low Monthly Cost
Most directory listings published by industry associations and credentialing organizations are offered to members as a courtesy, providing few details about advisors, and limited value to consumers.
At Wealthtender, on the other hand, our singular focus on becoming the #1 find-an-advisor website explains how we earned our industry-leading Domain Authority1 and successfully launched Certified Advisor Reviews™, the first SEC-compliant online review platform.
We also reach more consumers each month who visit wealthtender.com and read our syndicated content on popular finance websites in our network and through major media outlets than any other find-an-advisor website.
A Top 5 Marketing Strategy for Around $1/Day
By joining Wealthtender, you benefit from a top 5 marketing strategy2, according to Kitces.com research.
Along with many additional benefits to help you generate the maximum ROI from your digital marketing investment, joining Wealthtender is a smart complement to your marketing activities that work well, and a replacement worth considering for those that don't.
For less than the cost of one tank of gas each month, you’re pumping high-octane marketing fuel into your business to accelerate your growth and get more clients online.
When you join Wealthtender, your digital marketing investment compounds over time, paying dividends when an increasing number of your future clients find you directly online. And when they do, your advisory fee is yours to keep.
Let's Chat
How can I help you today? Schedule a Zoom meeting or reach out anytime and let's discuss how Wealthtender can help you get more clients online. If you prefer an annual subscription or would like to sign up multiple advisors at your firm, please contact me for a special offer.
Ready to get started? Choose your plan and join today.
Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
Email: brian@wealthtender.com
Phone: (512) 856-5406
2 Read the Kitces Study
According to a 2020 industry benchmarking study conducted by Michael Kitces at Nerd's Eye View, paid web listing platforms like Wealthtender rank as a category among the Top 5 Most Cost-Effective Marketing Strategies for advisors.
Financial advisors who join Wealthtender are positioned to lead the industry in attracting new clients throughout the historic transfer of trillions of dollars in wealth from Baby Boomers to Millennials over the next decade.
Use coupon code FRGIS at checkout for a 15% lifetime discount on any plan.