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 […]
Key Takeaways: Earning and promoting third-party ratings and awards can significantly boost the credibility and visibility of financial advisors and wealth management firms. While qualification requirements can vary considerably, awards issued by reputable organizations provide advisors with a competitive edge in attracting and retaining clients. On the other hand, advisory firms that fail to adhere […]
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 […]
As a financial advisor subject to SEC oversight, how you ask for testimonials and endorsements matters. In this article, we’ll explain how you can solicit reviews from your clients (testimonials) and non-clients (endorsements) for compliance with the SEC Marketing Rule [Rule 206(4)-1]. ⭐ At the end of this article, you’ll find an email template you […]
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 […]
Helping business owners turn their business value into retirement realization is more than just a feel-good goal. Business owners are often high earners whose wealth exists within their biggest asset: their business. It’s easy to be focused on wealth that exists right now. The clients with the money are the ones willing to pay more, […]
Key Takeaways: For financial advisors and wealth management firms collecting reviews on Wealthtender, the reviews displayed on your profiles are automatically shared with search engines like Google and Bing, sending positive trust signals to their algorithms and helping you rank higher in search results. And for the next generation of prospects turning to AI tools […]
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 […]