Exclusive Inbound Lead Gen Benefits
for Indigo Marketing Agency Clients
Supercharge your Total Marketing Package ROI with inbound lead gen tools enabled by the Wealthtender platform.
EXCLUSIVE BENEFITS. EXTRAORDINARY VALUE.
🎯 SEO-Optimized Profile on Wealthtender
📰 Monthly Article Syndication Benefit
⭐ SEC-Compliant Online Reviews
➕ And Much More!
Use Code ‘INDIGO’ at Checkout for a Lifetime 15% Discount.
As an Indigo Marketing Agency client, you already stand apart from most advisors, with impactful done-for-you benefits each month that help you generate more referrals and leads. Now you can amplify the value of your Total Marketing Package subscription through an add-on benefit designed exclusively for Indigo Marketing Agency clients.
LIMITED TIME OFFER: Sign up today and enjoy a 15% lifetime discount. Use code ‘INDIGO’ at Checkout.
Wealthtender Intro (< 9 Minutes)
Maximize Your Online Reach. Minimize Your Effort.
Wealthtender is the industry’s first SEC-compliant online reviews platform and #1 find-an-advisor directory not sponsored by a wealth management firm, credentialing organization, or industry association.1
“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!”
Registered Investment Advisor
Based in IndianaHow Our Independence Benefits Consumers and Advisors
Why have hundreds of advisors joined Wealthtender in the last year?
Wealthtender is an essential digital marketing platform for advisors to get found online and convert more prospects into clients.
🔍 Get Found on Wealthtender
Nearly 500,000 people visited Wealthtender in the last year seeking financial guidance
You gain immediate visibility in the #1 find-an-advisor directory and in your local guide
Get discovered in resources important to your business and popular with prospects, resulting in “multiple shots on goal”
🚀 Convert More Prospects
Grow your prospect pipeline with impactful SEO to rank higher on Google while strengthening your online reputation
Accelerate the trust-building process with the industry’s first SEC-compliant testimonial marketing platform
Build authority and stand apart from other advisors when you’re quoted on MSN, Wealthtender, and popular media outlets
✅ Outsized ROI. Low Monthly Cost
Join today with the exclusive add-on benefit for Indigo Marketing Agency Clients.
Wealthtender is the highest-rated solution in the 2023 T3/Inside Information Advisor Software Survey, category: Digital Marketing Tools – Lead Capture
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 featured 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 SEO-Optimization
As an Indigo Marketing Agency client, your profile on Wealthtender will be created for you and SEO-optimized at no additional cost. Sign in to personalize and manage your profile anytime.
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
“We have seen more immediate impact from Wealthtender than the ‘big’ marketing firm we are spending thousands on.”
SEC Registered Investment Advisor
Headquartered in AustinConvert 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.
“I reviewed Wealthtender and their client review process, and I am good with it, I actually, really like their process.”
Chief Compliance Officer, Barron’s 2022 Top 100 RIA Firm
Headquartered in VirginiaYour reviews on Wealthtender send positive trust signals to Google.
Collect reviews compliantly on Wealthtender. Rank higher in search engines. Accelerate the trust-building process with prospects.
Maximize your ROI with additional digital marketing benefits.
Access valuable perks and resources offered exclusively to advisors in the Wealthtender community.
Get Quoted in the Media
Enjoy opportunities to gain national media recognition in publications like MSN and popular websites. Build authority. Gain backlinks. Strengthen your online reputation. Learn more.
And More…
Advisors are invited to join the private Wealthtender community with access to additional benefits, resources, and exclusive member deals.
“Here are some differences in my website since working with Wealthtender:
My domain rating tripled. The number of backlinks doubled. Website visits doubled. I was quoted in multiple articles.“
Independent Financial Advisor
Based in California1 What makes Wealthtender #1?
Wealthtender is the #1 find-an-advisor directory not sponsored by a wealth management firm, credentialing organization, or industry association.
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.
Have Questions?
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Snail Mail
Wealthtender, Inc.
1900 West Gray
Suite 132015
Houston, Texas 77019
yourfriends@wealthtender.com
Phone
Tel: (512) 540-3811
Fax: Just Kidding