If you’re a financial advisor or wealth management firm using FMG as your website platform and Wealthtender as your digital marketing partner, you have a powerful opportunity to showcase client testimonials in ways that build trust with prospects while maintaining regulatory compliance. This guide will show you how FMG users are successfully promoting testimonials on […]
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 […]
May 2025: Wealthtender Voice of the Client Study Every online review published on Wealthtender tells a short story about the impact financial advisors are making in the lives of their clients. In aggregate, thousands of reviews make one thing crystal clear: When invited to share their thoughts, clients of advisors have something to say… and […]
To succeed as a financial advisor in 2025 and beyond, you need an integrated marketing plan that combines digital marketing strategies with traditional sales and advertising tactics. This is especially important today if your goal is to build a sustainable and profitable business. Getting the attention of consumers and then converting them into paying clients […]
How UFPG Began Collecting Online Reviews with Wealthtender After the SEC Marketing Rule became effective, UFPG financial advisor, Amir Noor, was quick to spot the opportunity to compliantly collect testimonials from his clients and promote them online. In November 2022, Amir joined Wealthtender, the industry’s first SEC-compliant online reviews platform. Amir followed the testimonial marketing […]
As a content strategist for financial advisors, I’ve always been surprised by the results I get back from voice of customer (VOC) surveys—and so have my clients. If you create a VOC survey for your business, I guarantee you’ll be surprised too, even if you’ve been serving your ideal clients for years. A VOC survey […]
Everyday Americans are in desperate need of personalized, high-quality financial advice. The statistics regarding financial literacy and confidence in our citizens reveal a bleak gap in knowledge. This financial knowledge gap spans generations and income levels, creating an exciting and profitable opportunity for financial advisors to show up online. When individuals have questions about their […]
Wealthtender Advisor Marketing Consultant Spotlight Series: Zephyr Q&A with Michael Reynolds, Co-founder of Zephyr We asked Zephyr co-founder, Michael Reynolds, to tell us more about his company and their work improving SEO (search engine optimization) and building websites for fee-only RIAs interested in standing out online to grow their business. Q: You’re in an elevator […]
When you hear the term content marketing as a financial advisor, the first thing that likely comes to mind is writing and publishing articles on your own website. But there’s so much more to content marketing and if writing isn’t your cup of tea, don’t worry! We’ll share ideas to help you attract your ideal […]