Financial advisors in Florida join Wealthtender to convert more prospects into clients.
Get featured in the #1 find-an-advisor website and the industry’s first online reviews platform designed for compliance with Florida & SEC regulations.
Join hundreds of financial advisors and wealth management firms that choose Wealthtender as their digital marketing partner.
Plans start around $49/month.
Join the Digital Marketing Platform Rated Extraordinary By Advisors
– T3 Advisor Software Survey, 2023 & 2024
Take an Interactive Tour of Wealthtender
Get hands-on and discover why hundreds of advisors and wealth management firms
choose Wealthtender as their digital marketing partner.
JOIN FLORIDA ADVISORS AND WEALTH MANAGEMENT FIRMS GROWING WITH WEALTHTENDER:
Get Started Today with Minimal Cost and Minimal Effort.
With free Done-For-You setup service, getting started with Wealthtender is quick and easy.
1. Get Started | ⏱️ ~ 5 minutes
- Sign Up: 2 minutes
- Profile Setup: 0 minutes
- Review / Personalize Profile: 1 to 5 minutes
Within a business day or two, Wealthtender creates your profile and notifies you when your profile is ready for review. You can edit and personalize your profile further with an experience similar to editing their LinkedIn profile.
2. Setup & SEO Activation | ⏱️ ~ 0 minutes
- Profile Indexed in Search Engines: 0 minutes
- Added to Find-an-Advisor Directory: 0 minutes
- Featured in Local Guide: 0 minutes
- Added to Designation Guides: 0 minutes
After your profile is published, Wealthtender submits it for indexing by search engines. This generally results in your profile appearing on the first page of Google search results for relevant keywords within a week.
Your profile is then added to the primary find-an-advisor directory on Wealthtender, in addition to being featured in your local guide, where prospects in your area can find you using tools like interactive maps with filtering options.
If you hold a professional designation(s), you are also added to guides that help consumers find advisors with advanced credentials (e.g., CFP, AIF, etc.)
3. Choose Your Benefits | ⏱️ ~ 5 minutes
- Benefits Selection Form Completion: ~5 minutes
Wealthtender sends you an email with a link to a personalized form that provides an overview of the additional benefits available to you.
In less than 5 minutes, you can confirm additional consumer guides where you would like to be featured (based on your ideal client type or areas of specialization) to increase your visibility with consumers visiting Wealthtender.
You can also opt-in to receive notifications to get quoted in the media, and request information about additional benefits, including how to get started with online reviews.
4. Online Reviews | ⏱️ ~ 15 minutes
- Introduction Video: ~ 7 minutes
- Turning On Reviews Feature: ~1 minute
- Setting Up / Sending Email Template to Request Reviews: ~4 minutes
- Adding Disclosures to Incoming Reviews: ~1 minute (per review)
Wealthtender provides how-to videos, templates, and a quick-start checklist to ensure you get off to a great start asking for reviews from your clients and promoting them compliantly.
Straightforward pricing with plans starting around $1/day. Get started in just two minutes.
Looking for Advisory Firm Solutions?
Join the #1 find-an-advisor directory and online reviews website.
Gain visibility on the first online review website for financial advisors designed for compliance with SEC and Florida regulations, visited by 500,000 consumers annually.
Take advantage of impactful digital marketing benefits offered by Wealthtender to help you succeed with testimonial marketing, strengthen your SEO (search engine optimization), and ultimately convert more prospects into clients.
Convert 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.
Your 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.
Testimonial Marketing Success Story
Learn how United Financial Planning Group grows its business with a testimonial marketing strategy powered by Wealthtender.
Maximize your ROI with additional digital marketing benefits.
Gain access to 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 major publications and popular websites. Build authority. Gain backlinks. Strengthen your online reputation. Learn more.
And More…
Advisors who sign up for any subscription plan are invited to join the private Wealthtender community with access to additional benefits, resources, and exclusive member deals.
Choose the best plan for you at a low monthly cost.
Maximize your digital marketing ROI for around $1/day. Get started in just two minutes.
↗️ View and Compare Plan Benefits | Discount Available for Annual Commitment
A Message from Our Founder
Hi there! 👋
Thanks for your interest in joining Wealthtender.
Since launching Wealthtender in 2019, we’ve worked tirelessly to become the #1 find-an-advisor directory1 and online reviews website, helping thousands of Americans each month discover the right financial advisors for their individual needs.
Today, Wealthtender is an essential digital marketing platform helping hundreds of advisors accelerate their growth and convert more prospects into clients.
In 2023, we joined forces with The AGC to offer solo advisors an online community for collaboration with other advisors focused on growing together personally and professionally.
Our Independence Benefits Consumers and Advisors
Wealthtender is not sponsored by a national wealth management firm, credentialing organization, or industry association. Our independence lets us feature financial advisors with a greater diversity of backgrounds and experience than sites limited to a single firm or professional designation.
Of course, we take great pride in helping consumers learn the potential benefits of hiring advisors who have earned advanced credentials. In fact, we’ve published articles on more than 35 professional designations that describe the credentialing requirements and showcase advisors in our community who hold the designation.
(Before you invest a single dollar in digital marketing, I encourage you to take full advantage of the free benefits available to you through your industry affiliations and credentialing organizations. These directory listings often include a link to your website that can strengthen your SEO.)
Wealthtender Generates Long-Term ROI for Advisors at a Low Monthly Cost
Most directory listings published by industry associations and credentialing organizations are offered to members as a courtesy, providing few details about advisors, and limited value to consumers.
At Wealthtender, on the other hand, our singular focus on becoming the #1 find-an-advisor website explains how we earned our industry-leading Domain Authority1 and successfully launched Certified Advisor Reviews™, the first SEC-compliant online review platform.
We also reach more consumers each month who visit wealthtender.com and read our syndicated content in popular media outlets.
A Top 5 Marketing Strategy for Around $1/Day
By joining Wealthtender, you benefit from a top 5 marketing strategy2, according to Kitces.com research.
Along with many additional benefits to help you generate the maximum ROI from your digital marketing investment, joining Wealthtender is a smart complement to your marketing activities that work well and a replacement worth considering for those that don’t.
For less than the cost of one tank of gas each month, you’re pumping high-octane marketing fuel into your business to accelerate your growth and get more clients online.
When you join Wealthtender, your digital marketing investment compounds over time, paying dividends when an increasing number of your future clients find you directly online. And when they do, your advisory fee is yours to keep.
Wealthtender is a Top-Rated Solution in Our Category
In 2023 and again in 2024, the annual T3/Inside Information Advisor Software Survey of more than 3,300 advisors was published and previewed on the main stage at the T3 Technology Tools for Today conference.
Wealthtender is prominently recognized in the ‘Mighty Mites’ category that showcases solutions that have achieved ‘an extraordinary average user rating‘.
We’re grateful to our growing community of wealth management firms and advisors for taking the time to participate in the survey and sharing their experience with other advisors interested in finding the best digital marketing tools to grow their business.
Let’s Chat
How can I help you today? Schedule a Zoom meeting or reach out anytime and let’s discuss how Wealthtender can help you get more clients online. And if you’re interested in learning more about The AGC, let me know or check out The AGC website and register for our next Open House and Q&A with community founders Taylor Schulte and Justin Castelli.
Ready to get started? Choose your plan and join today.
Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
Email: brian@wealthtender.com
Phone: (512) 856-5406
1 What makes Wealthtender #1?
Wealthtender is the #1 find-an-advisor directory not sponsored by a wealth management firm, credentialing organization, or industry association.
2 Read the Kitces Study
According to a 2020 industry benchmarking study conducted by Michael Kitces at Nerd's Eye View, paid web listing platforms like Wealthtender rank as a category among the Top 5 Most Cost-Effective Marketing Strategies for advisors.
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.
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Wealthtender, Inc.
1401 Lavaca St. #893
Austin, TX 78701
yourfriends@wealthtender.com
Phone
Tel: (512) 540-3811
Fax: Just Kidding