How to Promote Your Wealthtender Voice of the Client Award™

Congratulations! Earning a Wealthtender Voice of the Client Award™ is an achievement worth celebrating. We created this guide to help you maximize the value of your award.

Now that you’ve earned a Wealthtender Voice of the Client Award, it’s time to decide how you’ll promote your recognition.

Your award offers more benefits than you think

Consumers preparing to hire financial advisors are looking for signs that they can trust the advisors they hire. When they look beneath the surface of your Voice of the Client Award to discover how your recognition was earned, they will find real clients sharing stories about their experiences working with you. Unlike other award programs with criteria heavily weighted on a firm’s size or revenue growth that could raise eyebrows among skeptical consumers, even the name of your “Voice of the Client” award conveys that this award is special.

Increasing Client Loyalty & Referability

Beyond the impression your Voice of the Client Award makes in the minds of prospects, your award also reminds your current clients that they’re in good hands. Especially among clients who took the time to write a review about their experience working with you, they will take pride in knowing the feedback they shared contributed to your recognition for an award they believe you deserve.

Other clients who haven’t yet written a review may be more inclined to do so as they learn of your award and feel greater validation that choosing you as their advisor was a smart move. Ultimately, your award reinforces to all of your clients that they made a wise choice in hiring you, increasing their loyalty as well as the likelihood that they will refer you to family, friends and others in their network.

Enhancing Your Visibility in Search Engines and AI Tools

Another benefit of receiving a Voice of the Client Award includes strengthening your SEO (Search Engine Optimization) to rank higher in traditional search engines like Google, improving your AEO (Answer Engine Optimization) to raise your visibility in AI tools like ChatGPT, Perplexity, and Gemini, and even aiding your ZCO (Zero-Click Optimization) efforts where traditional search engines display AI summaries above all other search results.

Motivating Your Team and Boosting Morale

Your award also helps you recruit and retain top-caliber employees who prefer to work for an organization that’s been recognized for exceptional client service and where they feel they’re part of a winning team. Celebrating your award as a team boosts morale and motivates your staff to continue delivering a client experience that sets your firm apart.

For a more complete discussion regarding the regulatory disclosures required when promoting third-party ratings, please read this article.

Please remember, you must first sign a licensing agreement with Wealthtender and agree to the terms of use to display the Wealthtender award logo in digital or print format beyond your Wealthtender profile page. This article is provided for educational purposes and is not intended to replace the guidance of your compliance officer/consultant. Please speak with your compliance counterpart before getting started promoting your award. Questions? Contact yourfriends@wealthtender.com. We’re always happy to help.

Impactful Ways to Promote Your Voice of the Client Award™

Just below, you will discover several practical ways you can promote your award to convert more prospects into clients, improve client retention, strengthen your visibility online, enhance your company culture, and ultimately increase the value of your business.

1. Display Award on Your Wealthtender Profile

Shortly after accepting your award from Wealthtender, your Wealthtender profile will display the award logo with the disclosures necessary to satisfy SEC and FINRA requirements. Your award is displayed with coding that helps search engines and AI tools validate your status as an award recipient. This can lead to you appearing more prominently and frequently when prospects are searching for advisors or evaluating the advisor names on their short list. No action is required on your part. Wealthtender staff will set this up automatically for you.

2. Display Award on Your Website

Your Wealthtender Voice of the Client Award is not only a meaningful recognition of the outstanding client experience you deliver, it’s also a highly effective trust signal that can influence prospects at “moments that matter” when they’re deciding if they should contact you or another advisor. Your website is often one of the final touchpoints for prospects deciding whether you are the right financial advisor or firm that can meet their needs. Prominently displaying your award on your website can help strengthen your credibility and differentiate you from competitors.

➡️ Why This Is Important:

Builds Immediate Trust: Awards based on authentic client feedback resonate strongly with prospects. Seeing your Wealthtender recognition demonstrates that your clients have enjoyed their experience, reinforcing confidence among prospects in choosing you over other advisors.

Enhances First Impressions: Among many prospects, your website serves as a digital billboard they will quickly scan upon their initial visit. The inclusion of third-party recognition instantly elevates your credibility, places prospects at ease, and helps ensure you land on their short list.

Supports SEO & AI Discovery: As search engines and AI-powered tools like ChatGPT and Gemini increasingly look for professional credentials, online reviews and awards when deciding which advisors to show in search results, displaying your award on your homepage, bio page and contact pages may increase how frequently and prominently you appear in search results.

➡️ How to Implement:

Compliance Tip: When displaying the award logo on your website, remember to include the disclosures required for regulatory compliance. These disclosures can be added as a text block near the award logo, or consider using an image design that incorporates disclosures alongside the award logo. (Sign into your Wealthtender Award Studio account for quick access to image designs that make it easy to compliantly display your award on your website.)

Homepage Feature: If you have earned a Highly Rated Firm award, place the Wealthtender Voice of the Client Award logo prominently on your home page where visitors will see it as they scan to learn more about your firm and services. Or add a section to your homepage featuring the advisors who have received a Highly Rated Advisor award. Consider adding a link to your Wealthtender profile or the testimonials page on your website where prospects can “Read the client reviews that helped us earn this award“.

Advisor Bio Pages: Include the Highly Rated Advisor award on your award-winning advisor biography pages, ideally with a short explanation (e.g., “Recognized by Wealthtender for exceptional client satisfaction based on client reviews.”) This provides another opportunity to link directly to your Wealthtender profile or testimonials page to encourage prospects to read what your clients have shared about their experience working with you. (Or use a Wealthtender widget to display your client reviews on your bio page alongside the award logo.)

About Us Section: If you’re a multi-advisor firm, highlight collective awards and recognitions as part of your firm’s broader value proposition, including your Wealthtender Highly Rated award(s).

Blog Post: Consider writing a brief blog post announcing your award, which can create fresh content for your site while providing additional keyword-rich copy for SEO benefits.

By integrating your award into your website in a visible and authentic way, you’re helping prospects quickly gain confidence that your firm delivers not just promises, but proven client satisfaction.

3. Issue a Press Release Announcing Your Award

Issuing a press release announcing your Wealthtender Voice of the Client Award allows you to publicly acknowledge your recognition and amplify visibility beyond your existing network. By issuing a press release through a reputable distribution outlet, your announcement could be syndicated (published) in a local newspaper that could be useful to share in your marketing efforts. We’re also seeing search engines like Google and AI tools like ChatGPT sourcing press releases in their search results which could pay dividends down the road.

With this said, publishing a blog post announcing your award as described in the section above can provide many of the benefits of a press release without the additional cost. But if you’re willing to spend a couple hundred dollars on a formal press release, it could strengthen your SEO and visibility in AI tools.

➡️ Why This Is Important:

Strengthens Credibility with Third-Party Validation: A press release adds an additional layer of legitimacy to your award by showcasing that the recognition is significant enough to merit public announcement. It signals to prospects, centers of influence, and referral partners that your client experience is truly noteworthy.

Boosts SEO & Online Visibility: Press releases often get syndicated across multiple online news platforms, financial publications, and press wire services. These additional mentions contribute to your online presence, improve search engine optimization (SEO), and may increase the likelihood that AI-powered search tools reference your achievements in future client research.

Creates Shareable Content: A press release provides content you can link to from your website, email campaigns, newsletters, and social media posts, giving you multiple touchpoints to highlight your recognition over time.

➡️ How to Implement:

Draft a Concise Announcement: Your press release should briefly explain what your Wealthtender Voice of the Client Award represents, why it’s meaningful (e.g., based on authentic client reviews), and what it says about your firm’s commitment to client satisfaction. Refer to the resources below to help you get started and remember to include the required regulatory disclosures.

Include Quotes: Consider adding a brief quote from yourself (or your firm’s leadership) expressing gratitude for your clients’ trust, a quote from Wealthtender explaining the significance of the award (you’re welcome to source quotes directly from our press release announcing the award program or contact us and we’ll be happy to assist), and/or examples of client testimonials that contributed to your qualification for the award.

Distribute Strategically: Submit your press release through a reputable press wire service, such as PRWeb. Wealthtender uses PRWeb for its corporate press releases and we believe their Standard Package at a cost of $230 (as of June 2025) is a fair price to pay for the reach and visibility. (Note: Don’t get lured into more expensive packages or vendors where the costs can leap by hundreds of dollars or significantly more.) Additionally, share the release directly with local media outlets/reporters, your chamber of commerce, industry trade publications, and professional organizations to which you belong. Remember to link to the press release from your website (e.g., “In the News” section) and consider sharing a link to the release in your client/prospect newsletter and social media outlets.

By issuing a press release, you’re not only celebrating your award but also distributing authoritative content that reinforces your expertise and client-first reputation in search engines, AI tools, and in the minds of future clients.

4. Update Directory Listings & Social Media Profiles

Winning the Wealthtender Voice of the Client Award gives you an important credential that should be integrated across all of your digital profiles, especially on high-visibility platforms where prospects may research you before making initial contact. Updating your online profiles ensures consistent messaging and maximizes the visibility and credibility benefits of your award.

➡️ Why This Is Important:

Meets Prospects Where They Research: Before contacting an advisor, many prospects will review your online profiles (e.g., LinkedIn, Wealthtender, Facebook, and other listings that appear when they google your name). Seeing third-party awards on these platforms reinforces trust and reduces friction in a prospect’s decision-making process.

Enhances Local SEO: Adding award mentions to your Google Business Profile can improve your appearance in local search results. Google factors client reviews, awards, and third-party citations into its algorithm, potentially helping you rank higher when local prospects search for financial advisors.

Increases AI Discovery Signals: Many AI-powered search tools scan multiple online sources to assess an advisor’s credibility. Including your Wealthtender award across your directory listings helps build a stronger online reputation profile that may be recognized and surfaced by these tools.

Creates Consistency Across Channels: Consistent messaging across all platforms reinforces professionalism and makes your award visible to anyone researching you, regardless of which platform(s) they visit.

➡️ How to Implement:

Google Business Profile: Consider adding mention of your Wealthtender award in your business description if you’re permitted the ability to include the necessary disclosure language. If available to you, create a post on your Google profile announcing your recognition. And upload an image design created in Award Studio that includes the award logo and required disclosures as part of your Google Business Profile photo gallery.

LinkedIn “Featured” Section: After creating a LinkedIn social post announcing your award, set the post as “Featured” to prominently appear on your applicable LinkedIn profile(s). This will then be one of the first things prospects will likely see when visiting your profile. You can also reference your award in the “About” section, along with the required disclosures.

Industry Directory Listings: Many industry-specific platforms (e.g., NAPFA, XYPN, Fee Only Network, CFP Board, etc.) provide one or more ways you may be able to promote your award, including uploading an image design that includes the award logo and required disclosures, or updating the “About” section to reference your award.

Social Media Profiles: Reference your award in your bio or profile descriptions on platforms like Facebook, X, and Instagram that provide the ability to incorporate the necessary disclosures or upload image designs that include the disclosures.

By updating your directory listings and online profiles, you’re ensuring your Wealthtender Voice of the Client Award remains visible to every prospect — no matter where they encounter you online — while also strengthening your discoverability in search and AI-powered platforms.

5. Create Social Media Posts

Social media offers one of the most effective and repeatable ways to amplify your Wealthtender Voice of the Client Award recognition. It allows you to reach both your captive audience (clients, prospects, friends, centers of influence) and an extended network of potential new clients, all while reinforcing your professional credibility and client-first focus.

➡️ Why This Is Important:

Reinforces Trust and Social Proof: Sharing your award publicly demonstrates to your followers that your clients value their partnership with you, which is especially powerful coming directly from verified client feedback. This kind of visible social proof helps build trust with both prospects and centers of influence who may feel reinvigorated to send more people your way.

Boosts Brand Awareness: Social posts allow you to increase visibility with a broader audience, many of whom may not be actively searching for an advisor but will take notice of third-party recognition when they see it in their feed.

Encourages Engagement and Sharing: Award posts often generate strong engagement (likes, comments, shares), giving your content greater organic reach while signaling your success to your network.

Provides Versatile, Reusable Content: Your award announcement isn’t just a one-time post, it can be repurposed into a variety of formats (static posts, stories, reels, carousel posts, short videos), allowing you to keep the momentum going over time. Mark your calendar with reminders to send posts commemorating your award around the date of your firm’s anniversary, holidays when you can express gratitude to your clients (e.g., Thanksgiving, New Year’s, Valentine’s Day), and other special events like staff appreciation days.

➡️ How to Implement:

Use Multiple Formats: Create a variety of posts, including static image announcements, short videos, stories, and reels. Use Canva templates, leverage your marketing team, and/or generate designs incorporating your Wealthtender award logo that are available to you in your Award Studio.

Include Engaging Copy: Express gratitude to your clients for their support and highlight that the award is based on verified client reviews, reinforcing its credibility. Use strong, attention-grabbing headlines (e.g., “You Spoke. I’m Honored.” or “Awarded for Client Experience Excellence”). Always be sure to include the required disclosures with your copy as well. Check out the sample copy ideas below that you can use to create social media content about your award.

Tag Staff and COIs: Consider tagging members of your staff to express gratitude for their contributions to delivering an exceptional client experience that contributed to earning the award. Beyond the sense of pride this instills among them, their engagement and sharing of the post with their network further elevates your professional brand and raises awareness among more people who may be searching for the types of services you offer. In addition to your staff, tagging the outsider partners/agencies and/or centers of influence and professional associations that support your business could extend your post’s impact and reach even further.

Pin Key Posts: On platforms like LinkedIn or Facebook, pin your award announcement post to the top of your profile to maximize ongoing visibility.

By promoting your Wealthtender award consistently on social media, you create a highly visible stream of trust-building content that not only celebrates your success but also positions you as an advisor trusted and endorsed by real clients.

6. Update Your Email Signature

Your email signature is one of the most overlooked, yet highly valuable, pieces of digital real estate in your marketing toolkit. You send dozens, if not hundreds, of emails every week to clients, prospects, friends, and centers of influence. Incorporating your Wealthtender Voice of the Client Award into your email signature allows you to passively reinforce your credibility and client satisfaction every time you hit “send.”

➡️ Why This Is Important:

Ongoing Trust Reinforcement: Every email you send becomes a subtle reminder of your recognition and commitment to exceptional client service, without being intrusive or salesy. It helps keep your professional credibility top-of-mind for both clients and prospects.

Strengthens Professional Brand: A polished, up-to-date signature reflects attention to detail and positions you as a credible, award-winning professional.

Encourages Conversation Starters: Recipients may ask about your award, providing natural opportunities to discuss your client-centered approach during meetings or follow-up conversations.

Consistent Exposure Over Time: Unlike social posts that may only be seen for a brief period, your email signature delivers consistent visibility, week after week, to your audience.

➡️ How to Implement:

Add Award Language: Include a simple statement below your signature, such as: “Recipient of the Wealthtender Voice of the Client Award, based on verified client reviews.” followed by the required disclosures, and consider linking to more information about your award published on your website (e.g., a blog post or press release).

Incorporate the Award Logo: If your email platform and IT/compliance teams allow an image in your signature, add a small version of the Wealthtender award logo (ensure it’s properly sized to maintain a professional appearance, generally 75–125px wide) followed by the required disclosures (or create an image design like the example shown below with your award logo placed next to the required disclosures incorporated into the design itself.)

Keep it Subtle but Visible: Avoid overwhelming your signature with too much design. The award mention should complement your existing contact information and professional certifications.

By adding your Wealthtender Voice of the Client Award to your email signature, you’re transforming an everyday communication tool into a consistent trust-building asset that works automatically with every email you send.

7. Share in Client Communications and Prospect Newsletters

Naturally, your clients who represent a primary source of referrals and prospects currently in your pipeline rank among the most important audiences to share the news with about your Wealthtender Voice of the Client Award. Your regularly scheduled communications like monthly newsletters and company updates that reach this audience provide the perfect opportunity to reach them. Sharing your award in this manner keeps your clients informed, reinforces their confidence in your service, and gives prospects an additional reason to engage with you.

➡️ Why This Is Important:

Strengthens Client Loyalty: Sharing the award with existing clients gives them a sense of shared pride, as their reviews and feedback contributed to your recognition. It reinforces that they made the right choice in selecting you as their advisor.

Nurtures Prospects Through Trust Signals: For prospective clients, seeing that your current clients have endorsed your work through their online reviews provides powerful social proof. It helps reduce the perceived risk of engaging with you and shortens the trust-building timeline.

Creates Natural Referral Opportunities: Proud clients may be more likely to share your recognition with friends and family, creating organic referral opportunities.

Provides Authentic, Non-Salesy Content: Recognition like your Wealthtender award give you a meaningful reason to reach out to clients and prospects without feeling promotional or sales-driven.

➡️ How to Implement:

Client Emails: Send a dedicated email to your current clients thanking them for their support and sharing news of your award. Express gratitude for the role their feedback played in earning this recognition and reinforce your ongoing commitment to providing outstanding service.

Prospect & General Newsletters: Include a short announcement in your next scheduled email newsletter. Highlight that your award is based on client reviews to emphasize credibility and thank your clients for taking the time to share their feedback that resulted in your recognition. This also provides a great opportunity to praise members of your team who contribute to the exceptional service your team delivers.

Add to Automated Email Campaigns: If you have automated drip sequences for new leads or prospects, include your award recognition as part of your nurture campaign.

By sharing your Wealthtender Voice of the Client Award in your client communications and newsletters, you reinforce existing relationships while quietly building trust and momentum with future clients who may be evaluating you over time.

8. Update Printed Marketing Materials

While digital marketing gets most of the attention today, printed materials may represent an important component of your marketing efforts, especially in face-to-face meetings, community events, seminars, and prospect kits. Incorporating your Wealthtender Voice of the Client Award into your printed collateral provides another high-impact way to reinforce your client-first reputation in every in-person interaction.

➡️ Why This Is Important:

Reinforces Credibility: Printed materials often accompany some of the most high-stakes conversations many advisors have with prospective clients (e.g., initial consultations, onboarding meetings, educational seminars, etc.). Incorporating reference to your award in these materials helps prospects feel more confident in your credibility and client satisfaction track record.

Creates Tangible Social Proof: For prospects that spend less time online, physically seeing a printed third-party award logo in your brochures, folders, or event materials adds an extra level of authenticity that builds trust.

Supports Brand Consistency: Including your Wealthtender award across all marketing channels, both digital and print, reinforces your emphasis on client satisfaction wherever your audience engages with you.

Extends Shelf Life of Award Visibility: Printed materials may remain with prospects and clients for weeks, months, or even years, keeping your award recognition working on your behalf long after the initial meeting.

➡️ How to Implement:

Firm Brochures & One-Pagers: Add the Wealthtender Voice of the Client Award logo to your firm overview brochures, service descriptions, and any printed one-pagers you provide to prospects. Consider including brief language such as: “Recognized for exceptional client satisfaction by Wealthtender based on verified client reviews.” Be sure to include the required disclosures as well.

Client & Prospect Welcome Packets: Incorporate the award logo and description into any welcome packets or onboarding folders you provide to new clients.

Event & Seminar Materials: Feature your award on flyers, handouts, or presentation slides at any workshops, seminars, or speaking engagements.

By thoughtfully updating your printed marketing materials, you maximize every opportunity, both digital and physical, to position yourself as a trusted advisor recognized for outstanding client satisfaction.

9. Include in Prospect Nurturing Campaigns

Earning the Wealthtender Voice of the Client Award is a valuable asset not just for attracting attention, but for nurturing prospects who may be evaluating their options over weeks or months. Integrating your award into your prospect nurturing campaigns helps build trust and confidence over time, gently reinforcing why you’re a trusted, credible, and client-focused choice.

➡️ Why This Is Important:

Builds Trust at Multiple Touchpoints: Prospects often require several touches with you and your brand before deciding to hire you. Highlighting your Wealthtender award throughout your nurturing campaigns reinforces your credibility at every step.

Differentiates You from Competitors: Many prospects are considering multiple advisors simultaneously. A third-party award based on client reviews provides objective differentiation that may tip undecided prospects in your favor.

Reduces Decision Anxiety: Financial decisions are highly personal and often involve fear of making the wrong choice. Your award serves as reassurance that your clients trust you and have enjoyed positive experiences.

Supports Conversion Readiness: Consistent trust-building signals like your Wealthtender award help move prospects through your sales funnel toward the point where they feel ready to schedule an introductory meeting.

➡️ How to Implement:

Lead Nurturing Email Sequences: Incorporate your Wealthtender Voice of the Client Award into your automated email drip campaigns for new leads. Include a brief, confidence-building message such as: “Named a Wealthtender Voice of the Client Award recipient — based on the experiences of clients just like you.” Be sure to add the required disclosures and consider linking to your Wealthtender profile or award announcement page for those interested in learning more.

Downloadable Resources: If you have created lead magnets (e.g., free guides, checklists, or financial planning tools in exchange for prospect contact information), include the award logo and accompanying disclosures on these documents.

Retargeting Ads & Lead Magnets: Use the award logo with the required disclosures in retargeting ads to remind prospects who have visited your website and engaged with your content that you’re a trusted advisor recognized by your clients.

Discovery Meeting Follow-Ups: Mention your award in any follow-up emails or handouts you provide after initial prospect meetings, reinforcing your credibility.

By integrating your Wealthtender Voice of the Client Award throughout your prospect nurturing campaigns, you create a steady drumbeat of trust-building signals that guide prospects naturally and confidently toward becoming clients.

10. Leverage in Referral Conversations & COI Relationships

Your Centers of influence (COIs) like CPAs, estate attorneys, industry/niche thought leaders, and other trusted referral partners, can play an important role in generating new leads and introducing you to prospective clients. Sharing your award with these professional partners offers a powerful trust-building tool that strengthens the value of your referral network.

➡️ Why This Is Important:

Two-Way Reputation Management: COIs are often highly protective of their own reputations; sharing your award reassures them that you reflect positively on them as well when they refer you to people in their networks.

Third-Party Validation: Referral partners want confidence that their clients are being referred to a highly trusted advisor. Your Wealthtender award gives them a credible, third-party endorsement they can rely on.

Enhances Prospective COI Relationships: When meeting with new (potential) COI partners, your third-party recognition from Wealthtender helps differentiate you and positions you as a credible, proven partner.

➡️ How to Implement:

Direct Outreach to Existing COIs: Personally share news of your award with your current COI network via email and/or during one-on-one meetings. Provide a short explanation of the award’s client-review basis to emphasize its credibility.

Include in COI Presentations: If you offer continuing education events, joint webinars, or lunch-and-learns with COIs, reference your award in your introduction slides or handouts.

Incorporate in New COI Development: When approaching prospective COIs, reference your award as part of your introductory materials to differentiate yourself from other advisors.

Create Co-Branded Materials: If appropriate, develop handouts or digital resources for COIs to share with their clients that feature your award recognition.

By proactively sharing your Wealthtender Voice of the Client Award with referral partners and COIs, you strengthen both new and existing relationships, and position yourself as a highly referable, trusted resource for their clients and the audiences they reach.

11. Include in Proposals, RFPs, and Onboarding Materials

In addition to attracting individual clients, many financial advisors pursue business, nonprofit, institutional, or family office clients that require formal proposals or request-for-proposal (RFP) document completion. Including your Wealthtender Voice of the Client Award in these materials offers an immediate and highly credible differentiator that supports your firm’s professionalism and client service excellence.

➡️ Why This Is Important:

Strengthens Competitive Differentiation: When multiple advisors compete for the same opportunity, an award based on exceptional client reviews provides objective evidence of superior client satisfaction.

Reduces Perceived Risk: Institutional or committee-based decision makers often seek objective measures of an advisor’s quality. Your award demonstrates that your current clients have validated your service and increases their confidence to select you over other advisors.

Enhances Brand Reputation with Decision Makers: Awards create a positive psychological bias in favor of candidates who are externally recognized, giving you a competitive edge.

➡️ How to Implement:

Add to Proposal Cover Pages: Feature the Wealthtender award logo and a brief award description on the cover or executive summary of your proposal documents.

Incorporate in RFP Submissions: When submitting formal RFP responses, include your award recognition as part of your service quality credentials and client satisfaction track record.

Highlight in Onboarding Presentations: During initial onboarding or discovery meetings, reference your award as one of the ways you demonstrate your commitment to exceptional service.

Include in Capability Statements: If your firm uses a capabilities brochure for institutional prospects or COIs, prominently feature the award in relevant sections.

By showcasing your Wealthtender Voice of the Client Award in proposals, RFPs, and onboarding presentations, you provide institutional decision makers with compelling evidence that client satisfaction isn’t just a promise, it’s a result you have delivered, recognized by an independent third party.

12. Display Your Award in Your Office

While much of the client decision-making process today may be based on what they find online, in-person interactions remain extremely important, especially for financial advisors, where trust, credibility, and personal relationships are paramount. Displaying your Wealthtender Voice of the Client Award in your office offers a simple, powerful, and highly visible way to reinforce your commitment to client satisfaction the moment someone walks through your door.

➡️ Why This Is Important:

Creates Instant Credibility: When prospects or clients visit your office, visible third-party awards immediately signal that others trust and endorse your services. This can set a positive tone for meetings and strengthen their perception of your professionalism.

A Subtle Trust Cue: Awards displayed on your office wall, reception area television monitor, and/or meeting rooms communicate success without you needing to actively promote yourself. The visual presence speaks for itself.

Enhances Client Pride and Loyalty: Existing clients who contributed reviews leading to your recognition may feel a sense of pride when they see the award displayed. This reinforces loyalty and their positive feelings about working with you.

Impresses Referral Partners & Centers of Influence: Professionals who refer clients to you (CPAs, attorneys, estate planners, etc.) may feel even more confident recommending you when they see your award recognition prominently displayed.

➡️ How to Implement:

Framed Certificate or Plaque: Professionally print and frame the Wealthtender award logo in a design that includes the required disclosures, then place it in a prominent location, such as your reception area or conference room.

Award Wall or Display Case: If you have multiple designations, certifications, and awards, create an “awards wall” where your Wealthtender recognition takes its rightful place alongside your other credentials.

Reception Desk Display: Use a small plaque or tabletop stand displaying the award near your reception area where it’s easily visible to anyone checking in.

By showcasing your Wealthtender Voice of the Client Award in your physical (and virtual) office environment, you’re providing a subtle but highly effective visual trust signal that reinforces your client-first commitment with every interaction.

13. Celebrate Your Award as a Team

While the Wealthtender Voice of the Client Award celebrates consistently positive client feedback, it’s also a reflection of your entire team’s commitment to delivering exceptional service. Taking the time to celebrate your award internally fosters a strong team culture, reinforces shared values, and empowers every staff member to take pride in the client experience they help create on a daily basis.

➡️ Why This Is Important:

Boosts Team Morale: Recognition is motivating. Publicly celebrating your team’s role in earning the award helps everyone feel valued and appreciated for their contribution to client satisfaction.

Strengthens Client Service Culture: Acknowledging that client feedback drives recognition reinforces your firm’s focus on delivering outstanding client experiences every day.

Inspires Future Performance: Celebrations tied to client-centered achievements help maintain high service standards and motivate your team to continue striving for excellence.

Builds Internal Brand Pride: When your team takes pride in the firm’s achievements, they become even stronger ambassadors of your brand, which shows in client interactions and future referrals.

➡️ How to Implement:

Team Meeting: Host a special team meeting to announce and celebrate receiving the Wealthtender Voice of the Client Award. Use this opportunity to share some of the actual client feedback/reviews that contributed to the recognition and spotlight the individuals who played a role in the client experiences.

Internal Recognition: Consider small awards, certificates, or personalized thank-you notes recognizing individual team members for their role in achieving client satisfaction that resulted in the recognition from Wealthtender.

Celebrate with Clients: Invite clients to join in your celebration by sharing the award announcement via email, social media, or as part of a client appreciation event.

Reinforce Shared Values: Use the award celebration to revisit your firm’s service standards, mission, and commitment to client care, connecting your day-to-day work with meaningful client outcomes.

Document the Celebration: Capture photos or video clips of your internal celebration to share on social media, demonstrating your team’s pride and culture of service (while also reinforcing your award messaging externally).

By celebrating your Wealthtender Voice of the Client Award as a team achievement, you strengthen the culture that made it possible and ensure that every team member feels personally invested in maintaining the client experience that sets your firm apart.

Are you ready to promote your award?

Congratulations on earning your Wealthtender Voice of the Client Award. Now is your opportunity to celebrate what you and your team have accomplished by expressing gratitude to your current clients whose feedback resulted in your recognition, and reassuring prospective clients that they have a lot to look forward to when they hire you as their advisor.

As you prepare to begin promoting your award, remember it’s important to first speak with your compliance counterpart and ensure you always follow your firm’s policies and regulatory requirements for promoting your award compliantly. For a more complete discussion regarding the regulatory disclosures required when promoting third-party ratings, please read this article.