Wealthtender is a modern digital marketing platform helping advisors build authority as a leader in their areas of specialization to attract clients who are a good fit for their practice.

Most people do their research online before deciding where to eat, what to buy or the professionals they hire. The next generation of investors are no different when it comes to choosing a financial advisor.

Wealthtender helps people find the best financial advisors for their individual needs, no matter their income or stage of life. With hundreds of articles, guides and easy to use directories, advisors who join Wealthtender are attracting their ideal clients and boosting their reputation online.

And by joining the Wealthtender community, advisors gain referral opportunities from our growing network of financial professionals and educators.

With thousands of people visiting wealthtender.com each month, we deliver a high value, low cost complement to traditional advisor marketing to strengthen your top and middle of the funnel activities and optimize your online reputation.

Certified Advisor Reviews™ from Wealthtender are designed to comply with the new SEC rule and provide the transparency consumers deserve when their life savings could be at stake. For example, consumers will know if:

• Compensation in any form was provided for a review
• Conflicts of interest may have influenced a review 
• A review was written by a client or other acquaintance of the advisor

To earn the Certified Advisor Review™ mark, a review must display this information clearly and prominently, along with supplemental disclosures provided by financial advisors to meet federal and/or state regulatory requirements.

Financial advisors on Wealthtender who remain in good standing are authorized to display the Certified Advisor Reviews™ badge on their website, email signature and social media accounts.

By converting reviews from sites like Yelp and Google into Certified Advisor Reviews™, financial advisors provide consumers the transparency and additional information they deserve to judge the accuracy and merits of reviews.

And because Certified Advisor Reviews™ are designed to be fully compliant with the SEC Marketing rule, financial advisors can turn reviews otherwise off-limits into powerful testimonials to proactively attract new clients. 

With thousands of consumers visiting Wealthtender each month and our growing network of financial influencers (blogs and podcasts) who reach millions, Wealthtender is uniquely positioned to help advisors attract their ideal clients.

No financial advisor digital marketing platform offers the features and benefits that set Wealthtender apart. Examples include:

• Enhance top and middle of the funnel marketing effectiveness by creating greater awareness, building authority and establishing trust
• Collect and display Certified Advisor Reviews™ to turn your clients’ feedback into powerful testimonials that drive referrals to your business. (Note: this is an optional feature that by default is turned off and can be turned on by advisors who choose to opt-in.)
• Get quoted and featured in articles and guides to build authority in areas of specialization to attract ideal clients.
• SEO benefits by being featured on Wealthtender to improve advisor visibility and ranking in Google search results.
• Gain referrals from financial professionals and educators in the Wealthtender community.
• Weekly promotion opportunities for advisors to amplify the reach of their own articles and other content on social media.
• Consumer discovery of advisor website content through our proprietary personal finance search engine.

Wealthtender complements the marketing solutions you value most and can replace legacy platforms no longer delivering results.

For financial advisors looking to grow their practice, Wealthtender offers a low cost, high value complement to other marketing efforts with features designed to strengthen your top and middle of the marketing funnel efforts.

In fact, Michael Kitces identified paid web listing services like Wealthtender as “rounding out the top 5 most-efficient strategies” for advisor marketing dollars when it comes to client acquisition, and that’s before taking into account the additional features and benefits offered exclusively to financial advisors in our community.

And now with Certified Advisor Reviews™ from Wealthtender, you’re ready to lead the industry in attracting new clients over the next decade.

Unlike many paid listing services where your profile page is all you get, Wealthtender offers advisors opportunities to also be quoted in articles, featured in guides and gain added reach on social media each week.

By joining Wealthtender, you enjoy opportunities for referrals from financial coaches in our community and increased visibility when the hundreds of finance blogs and podcasts in our network refer their readers and listeners to Wealthtender to hire an advisor.

We’re always looking for new ways to help advisors grow. You can sign up for a monthly subscription plan and cancel anytime. It’s up to us to earn your business each and every month. When it comes to digital marketing for financial advisors, we’re committed to delivering unprecedented value.

Wealthtender offers monthly subscription plans for financial advisors starting at less than $1/day.

🔔 Limited Time Offer: Join today and enjoy 50% off the first 3 months of any plan you choose when you sign up with code SAVE50.

The SEC Investment Adviser Marketing rule offers exciting opportunities for financial advisors to attract new clients and boost their online reputation.

Wealthtender is the first independent financial advisor review platform designed to be fully compliant with the new SEC rule to help advisors make the most of this historic opportunity.

Unlike Google Reviews which display competitors on advisor profile pages and lack required SEC disclosures, Wealthtender is specifically designed to help advisors stand apart while complying fully with the regulations unique to our industry.

We were the first platform mentioned by Michael Kitces for our thought leadership in this area and we’re working closely with industry leaders and stakeholders to ensure a superior experience for advisors on the Wealthtender platform.

To learn more about how Wealthtender compares to Google Reviews and other potential financial advisor review platforms, click here.

It’s easy to join financial advisors on Wealthtender who know the power of modern marketing to grow their business.

1️⃣ Click here to choose your subscription plan.
2️⃣ Provide a few details and begin to personalize your profile page.
3️⃣ Watch your inbox for tips to make the most of your subscription.

Simple as that! Have questions? Email yourfriends@wealthtender anytime.

🔔 Limited Time Offer: Join today and enjoy 50% off the first 3 months of any plan you choose with code SAVE50.