Dashboard: Online Reviews General Education
⭐ Your Online Reviews Convert More Prospects Into Clients ⭐
Certified Advisor Reviews™ help people make smarter hiring decisions when choosing a financial advisor.
Wealthtender is the first financial advisor review platform designed to fully comply with the SEC Marketing Rule.
✔️ Do Financial Advisor Reviews Matter?
People looking to hire professionals in trust-based industries want to know they’re making the right decision. Your online reviews accelerate the trust-building process and offer the social proof they need to choose you over another financial advisor.
If you decide not to make online reviews part of your advisor marketing strategy, another financial advisor nearby or in your niche with several positive reviews is more likely to get the call.
But not to worry! With the tips and resources available to you as a member of the Wealthtender community, you’re well ahead of the curve and ready to turn your digital referrals into new clients.
▶️ Watch On-Demand Webinars
Watch webinars with Wealthtender experts and partners discussing ways to grow your advisory business with testimonial marketing.
Raving Reviews: How Testimonials Turn Prospects into Clients
Client Testimonials with Wealthcare: Why Advisor Reviews Actually Work!
How Financial Advisors Can Win Business with Testimonial Marketing
How Advisors Can Turn Leads Into Lifelong Clients with Testimonial Marketing
SEC “De-Risk” Alert: A Compliance Officer’s Guide in Testimonial Marketing
Jump to:
Getting Started with Online Reviews
How to Ask for Your First Reviews
What to Do When You Receive a New Review
How to Request Modifications to a Review
Convert More Prospects Into Clients with Testimonial Marketing
Getting Started with Online Reviews
Unsure where to start? Instantly download your Certified Advisor Reviews Quick Start Checklist and watch the getting started videos.
▶️ Introduction to Certified Advisor Reviews
(7:29)
▶️ How to Get Started with Online Reviews
(03:28)
Additional Resources to Help You Get Started
How to Ask for Your First Reviews
▶️ How to Ask for Your First Reviews from Clients (02:04)
What to Do When You Receive a New Review
▶️ What to Do When You Receive a New Review (01:39)
How to Request Modifications to a Review
Convert More Prospects Into Clients with Testimonial Marketing
▶️ How to Display Certified Advisor Reviews on Your Website (01:55)
Get Your Reviews Playbook
Instantly download this step-by-step playbook to help you compliantly turn testimonials and endorsements into an evergreen source of digital referrals.
📖 If you would like a free paperback copy of the playbook sent to you, email yourfriends@wealthtender.com with your contact details and address, and we’ll send it to you right away.
The playbook is also available directly from Amazon in paperback and Kindle editions:
