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Wealthtender

Wealthtender: How To Guides

Jump to: ↗️ Getting Started | ↗️ Online Reviews | ↗️ Additional Benefits

Getting Started

An instructional screenshot from wealthtender showing the "edit your profile" page with a user named "demo jane" editing her profile information.

How to Edit and Personalize Your Wealthtender Profile Page (04:21)

Online Reviews

A screenshot of the "wealthtender" website featuring an interface with various tools and resources for financial advisors, including checklists, guides, and a section for an instructional video.

How to Get Started with Online Reviews (03:28)

A screenshot of an email interface displaying a message from a financial advisor to a client, accompanied by a graphical overlay with the logo "wealthtender" and text that reads "how to video" suggesting an instructional content related to financial services.

How to Ask for Your First Reviews from Clients (02:04)

A screenshot displaying the wealthtender interface showcasing a "pending certified review" with an instructional video on the "new review workflow.

What to Do When You Receive a New Review (01:39)

A screenshot of a "wealthtender" how-to video showcase, focusing on the topic of "review modification requests.

How to Request Modifications to a Review (02:14)

A screenshot displaying the wealthtender website's interface featuring a "how to video" on importing google reviews.

How to Import Google Reviews to Wealthtender

A wealthtender how-to video guide on displaying reviews on your website.

How to Display Certified Advisor Reviews on Your Website (01:55)

Introducing the power of review sync™ by wealthtender - streamlining the way you discover and connect with financial advisors.

How to Use Review Sync™ to Amplify Reach and Strengthen SEO (02:11)

Additional Benefits

A promotional graphic for wealthtender featuring a 'how to video' and a call-to-action inviting financial advisors to submit an 'ask an advisor' showcase article.

How to Submit an “Ask an Advisor” Showcase Article (01:49)

Additional How To Guides:

Enterprise Partners: Incoming Review Management