Wealthtender: How To Guides
Jump to: ↗️ Getting Started | ↗️ Online Reviews | ↗️ Additional Benefits
Getting Started
How to Edit and Personalize Your Wealthtender Profile Page (04:21)
Online Reviews
How to Get Started with Online Reviews (03:28)
How to Ask for Your First Reviews from Clients (02:04)
What to Do When You Receive a New Review (01:39)
How to Request Modifications to a Review (02:14)
How to Import Google Reviews to Wealthtender
How to Display Certified Advisor Reviews on Your Website (01:55)
How to Use Review Sync™ to Amplify Reach and Strengthen SEO (02:11)
Additional Benefits
How to Submit an “Ask an Advisor” Showcase Article (01:49)