Affordable Digital Marketing To Convert More Prospects into Clients
◆ Join the Digital Marketing Platform Rated Extraordinary By Advisors ◆
– T3 Advisor Software Survey, 2023 & 2024
IMPACTFUL BENEFITS FOR GROWING WEALTH MANAGEMENT FIRMS:
🎯 SEO-Optimized Profiles on the #1 Find-An-Advisor Website
⭐ Compliantly Collect and Promote Client Testimonials
↗️ Rank Your Advisors Higher In Search Results And Stand Apart In Your Market
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 Profiles: 1 to 5 minutes per profile
Within a business day or two, Wealthtender creates profiles for your firm and advisors. (Of course, if you prefer, your marketing team can easily build your profiles.)
Depending upon your preference, your home office staff and/or advisors can edit and personalize their profile pages further with an experience similar to editing their LinkedIn profiles.
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 profiles are published, Wealthtender submits them for indexing by search engines. This generally results in your profiles appearing on the first page of Google search results for relevant keywords within a week.
Your advisors’ profiles are then added to the primary find-an-advisor directory on Wealthtender, in addition to being featured in their local guides, where prospects can find them using tools like interactive maps with filtering options.
If your advisors hold professional designations, they 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 can send your advisors an email with a link to a personalized form to collect their preferences for the additional benefits available to them. If you prefer, we can coordinate your advisors’ personalization preferences through your home office staff.
In less than 5 minutes, your advisors or staff can confirm additional consumer guides where advisors should be featured (based on their ideal client type or areas of specialization) to increase their visibility with consumers visiting Wealthtender.
You can also opt-in for your advisors and/or home office staff to receive notifications for advisors to get quoted in the media.
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 your firm gets off to a great start asking for reviews from your clients and promoting them compliantly.
With our industry-first Review Sync feature, you can further amplify the power of your reviews for added visibility on Wealthtender and powerful SEO benefits to rank your firm and advisors higher in search results.
Convert more prospects into clients with online reviews.
The new SEC Marketing Rule is a game-changer for advisory firms. Wealthtender is the first SEC-compliant advisor review platform.
Certified Advisor Reviews™
Certified Advisor Reviews help consumers make smarter hiring decisions when choosing a financial advisor. Advisory firms 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 profiles. 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 add 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.
Testimonial MarketingSuccess Story
Learn how United Financial Planning Group grows its business with a testimonial marketing strategy powered by Wealthtender.
How Wealthtender Compares
Lower Cost. More Benefits. Wealthtender is the Leader in SEC-Compliant Testimonial Marketing.
| Solution Provider |
 |
 |
 |
 |
| Company Website (Link) | Wealthtender | Indyfin | Amplify Reviews | Testimonial IQ |
| T3/Advisor Software Survey User Rating (2024) | 8.03 (Extraordinary) | Not Rated | Not Rated | Not Rated |
| PRICING | ||||
| Lowest Monthly Cost (1 Advisor) | $39/mo. | $99/mo. | $99/mo. | $299/mo.* |
| Multi-Advisor Discounts | Yes (↗️ Learn More) | Unknown | Yes | * Per Office |
| INBOUND LEAD GEN BENEFITS | ||||
| Consumer Website URL | wealthtender.com | indyfin.com | N/A | N/A |
| Quarterly Consumer Traffic ** | 154,000 | 141,000 | N/A | N/A |
| Domain Authority (SEO Strength) ** | 62 | 22 | N/A | N/A |
| Advisor Directory Listing with Client Reviews | Yes | Yes | N/A | N/A |
| Gold Stars Appear in Google Search Results | Yes | No | N/A | N/A |
| Convert Google Reviews to SEC-Compliant Testimonials | Yes | No | N/A | N/A |
| Review Sync™ (Sync Firm Reviews to Advisor Profiles) | Yes | No | N/A | N/A |
| ADVISOR WEBSITE BENEFITS | ||||
| Embed/Display SEC-Compliant Testimonials | Yes (↗️ Learn More) | No | Yes | No |
| ⚠️ DANGER ZONE: HIGH REGULATORY RISK *** | ||||
| Enable Consumers to Submit Google Reviews | No | No | Yes | Yes |
| ADMINISTRATION FEATURES | ||||
| Dashboard to Manage Reviews | Yes | Yes | Yes | Yes |
| ADDITIONAL BENEFITS | ||||
| Get Quoted in the Media | Yes (↗️ Learn More) | No | No | No |
| Get Featured in Local Guides | Yes (↗️ View Examples) | No | No | No |
| Gain Recognition for Areas of Specialization | Yes (↗️ View Examples) | No | No | No |
| Online Advisor Community | Yes (↗️ Learn More) | No | No | No |
View Table Disclosures
** Domain Authority as of Sept 2023 (Source: Moz) & Estimated Monthly Consumer Traffic as of August 2023 (Source: Similarweb)
*** Tools that enable consumers to submit Google Reviews introduce advisory firms to significant regulatory risk. In FINRA Regulatory Notice 17-18, FINRA offers guidance for Registered Representatives applicable to social networks (e.g., Facebook, LinkedIn, Google Reviews), stating: “FINRA does not regard unsolicited third-party opinions or comments posted on a social network to be communications of the broker-dealer or the representative for purposes of Rule 2210, including the requirements related to testimonials in paragraph (d)(6).”
Based on this language, FINRA makes it clear that the act of solicitation triggers disclosure requirements not supported by the Google Reviews platform.
Should SEC Registered Investment Advisors not subject to FINRA oversight expect the SEC to take a more lenient stance?
We don’t believe so and don’t think it’s worth the risk. Wealthtender believes it’s highly likely the SEC will take issue in upcoming exams and sweeps with advisors proactively soliciting reviews on platforms known to be incompatible with the Marketing Rule.
With its principles-based rule intended to ensure consumers gain important information to make more informed decisions, we don’t expect the SEC to look favorably upon a rampant proliferation of advisor reviews on platforms incapable of addressing the Marketing Rule’s prohibitions and disclosure expectations.
We could update our platform tomorrow to enable consumers to submit their reviews to Google. That’s not the issue. We’re simply not in the business of ‘doing it anyway’ and asking for forgiveness later.
We designed our platform for 100% compliance with the SEC Marketing Rule. We’re not here to get cute or help advisors bend the rules. We’re here to empower advisors to abide by them and succeed with compliant testimonial marketing.
Amplify the reach of your firm’s online reviews.
Introducing Wealthtender Review Sync™
By activating the Wealthtender Review Sync feature, your incoming reviews will display on each advisor’s profile on Wealthtender, in addition to your firm profile.
The benefits don’t stop there. When prospective clients search Google for your firm name or the name of any advisor, your gold stars appear in search results, strengthening your SEO and helping you stand out.
Prefer to let each advisor collect and display reviews individually on their profiles? That’s fine, too.
Learn more about Certified Advisor Reviews™.
Why do top wealth management firms join Wealthtender?
Wealthtender is an essential digital marketing platform that lowers the cost of acquiring new clients and increases marketing ROI.
🔍 Get Found on Wealthtender
Nearly 500,000 people visited Wealthtender in the last year seeking financial guidance
Your advisors gain immediate visibility in the #1 find-an-advisor directory
Feature your advisors in popular online resources used by consumers to research local advisors and find specialists across the country who understand their unique needs
🚀 Convert More Prospects
Grow your prospect pipeline with impactful SEO to rank your advisors higher on Google and strengthen their online reputation
Accelerate the trust-building process with the industry’s first SEC-compliant testimonial marketing platform
Your advisors build authority and stand apart when they’re quoted on MSN, Wealthtender, and popular media outlets
✅ Outsized ROI. Low Monthly Cost
Enjoy a 15% discount off individually priced plans with additional discounts for annual billing.
Choose the Done-for-You option at checkout, and we’ll set up your firm and advisor profiles at no additional cost
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 profile pages 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 pages benefit 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 advisor visibility to one directory, we feature advisors 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 Done-for-You Setup
Sign up for any plan, and we’ll create your SEO-optimized firm and advisor profile pages at no additional cost. Sign in to personalize and manage your profile anytime. Prefer to set up your profile page on your own? That’s easy, too.
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.
“We have seen more immediate impact from Wealthtender than the ‘big’ marketing firm we are spending thousands on.”
SEC Registered Investment Advisor
Headquartered in AustinMaximize 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
Your Advisors enjoy weekly opportunities to get quoted by writers and gain national media recognition in publications like MSN and popular websites. Learn more.
Content Boost Library
Access 100+ articles on a broad range of topics, plus new articles monthly, to create or expand the content library on your website. Turn your website into a powerful marketing tool. Preview Content Boost.
Ask an Advisor Showcase
Advisors respond to reader questions and prompts important to their business in showcase articles published on MSN and Wealthtender. View examples.
“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 CaliforniaEnjoy a 15% Advisory Firm Discount
By signing up 2+ advisors, we’ll automatically apply a 15% discount off the individual advisor monthly* rates below.
* Additional discounts available for annual billing.
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 the industry’s first SEC-compliant online reviews website, helping thousands of Americans each month discover the right wealth management firms and financial advisors for their individual needs.
Today, Wealthtender is an essential digital marketing platform helping wealth management firms and advisors accelerate their growth and convert more prospects into clients.
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.
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 on popular finance websites in our network and through our partnership with MSN than any other find-an-advisor website.
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 firm’s marketing activities that work well, and a replacement worth considering for those that don’t.
When your firm joins Wealthtender, your digital marketing investment compounds over time, paying dividends when an increasing number of your future clients find your advisors directly online. And when they do, your advisory fee is yours to keep.
The Highest-Rated Solution in Our Category
In March 2023, 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 in Tampa. (Get the 2023 Report).
Wealthtender is prominently recognized in the ‘Mighty Mites’ category that showcases solutions that have achieved ‘an extraordinary average user rating‘. Wealthtender also stands out as the highest-rated solution in the ‘Digital Marketing Tools – Lead Capture’ category. In January 2024, Wealthtender earned an ‘extraordinary’ rating from advisors for the second year in a row.
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 your firm and advisors get more clients online.
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.
Lower Your Cost of Acquiring New Clients.
Increase Your Marketing ROI.
Join Wealthtender Today.
Follow us on Social
Snail Mail
Wealthtender, Inc.
1900 West Gray
Suite 132015
Houston, Texas 77019
yourfriends@wealthtender.com
Phone
Tel: (512) 540-3811
Fax: Just Kidding