Financial Advisor Practice Management Resources:
Learn the Tools and Get Tips to Grow Your Business Profitably

Are You Running Your Business?
Or Is Your Business Running You?

To succeed as a financial advisor, you need a marketing plan that combines digital marketing strategies with traditional sales and advertising tactics. This is especially important today if your goal is to build a sustainable and profitable advisory business.

Beyond marketing, how you manage your practice can have a meaningful impact on your work/life balance, your career satisfaction, and ultimately, your bottom line.

We created this space to curate a useful selection of practice management tips and tools, covering topics ranging from marketing to operations, and business strategy to succession planning.

Today, you’ll find resources created by the team at Wealthtender and additional articles and guides from other highly respected service providers and industry stakeholders who share our passion for helping the advisors we collectively serve grow their business.

If you have feedback on the resources featured on this page or suggestions on topics you’d like to see covered in the future, please send a note to yourfriends@wealthtender.com. Thank you.

Wealthtender is a modern digital marketing platform for financial advisors ready 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.

Get in Touch

Hi! 👋 I’m Brian Thorp, Founder and CEO of Wealthtender. If you’re interested in learning more about Wealthtender, the practice management resources featured on this page, submitting articles for consideration, or you just want to say hi, I look forward to hearing from you. Please write, call, or schedule a Zoom meeting for us at your convenience.

Wealthtender Founder & CEO Brian Thorp

Brian Thorp Wealthtender CEO

Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
(512) 856-5406

About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

About the Author

Brian Thorp

Brian is CEO and founder of Wealthtender. He and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn