Where advisors learn to grow & win new clients
Grow your practice and win new clients with Wealthtender
On-demand masterclasses with our team and the experts we host, plus real advisor and firm success stories. Learn how to get found in search and AI, earn client trust, and grow your practice, whether or not you partner with us.
Winning with Wealthtender · Advisor Story
How Emily Rassam earns new clients through AI search
An advisor growing through AI-driven discovery and verified client reviews.
Hear Emily’s story →Grow with Wealthtender
On-demand masterclasses
Practical, no-fluff sessions with our team and the experts we host, on getting found, earning trust, and growing your practice. Open any session to watch, jump to the key moments, and read the full transcript.
Get found in search and AI
CMO Roundtable
How top RIA marketers are adapting to the AI search shift
The five pillars of AI discoverability for financial advisors.
Watch the session →Masterclass
How to become the financial advisor ChatGPT recommends
A three-part answer engine optimization playbook with Samantha Russell of FMG.
Watch the session →Masterclass
Affordable digital marketing for advisors
Getting found, winning a niche, and turning compliant reviews into trust.
Watch the session →Reviews and testimonial marketing
Masterclass
Win business with testimonial marketing, compliantly
How reviews fit a full marketing system, with Olivia Paxson of Lexicon.
Watch the session →Masterclass
Turn leads into lifelong clients with testimonial marketing
Building trust across the journey, with Daniel Keever of Evergreen.
Watch the session →Masterclass
Everything advisors need to implement content marketing
Build a business-development ecosystem from brand to discoverability, with Kristin Harad.
Watch the session →Client and practice growth
Masterclass
The 5 core client mindsets that drive engagement
A client-psychology framework for deeper relationships and referrals, with Katie Braden.
Watch the session →Masterclass
How to find high-intent prospects and earn their response
Pairing money-in-motion data with a human outreach approach, with Rylan Folts of WealthFeed.
Watch the session →Masterclass
3 proven strategies to boost referrals
David DeCelle of Model FA on turning client relationships into referrals.
Watch the session →Compliance
Winning with Wealthtender
Advisor and firm success stories
Real advisors and firms on what changed when they made verified client reviews and a strong off-site presence part of how they grow.
Firm Story
How United Financial Planning Group turns reviews into growth
A whole firm builds testimonial marketing into every stage of the client funnel.
Read the story →Advisor Story
How Emily Rassam earns new clients through AI search
An advisor growing through AI-driven discovery and verified client reviews.
Read the story →Advisor Story
Why advisor reviews actually work
Two early-adopter Wealthcare advisors, Russ Thornton and Ayad Amary, on getting started with reviews.
Read the story →Grow with Wealthtender
More sessions
More conversations and workshops featuring Wealthtender and the experts we host.
SEO 101 for growth-focused advisors
Watch on YouTube →How advisors get found in AI search tools with reviews
Watch on YouTube →How influencer platforms are changing wealth marketing
Watch on YouTube →The AI visibility crisis: getting the first impression back
Watch on YouTube →Raving reviews: how testimonials turn prospects into clients
Watch on YouTube →Ready to grow and win with Wealthtender?
The platform behind these stories: compliant client reviews, AI-ready advisor profiles, and the off-site presence that earns trust before the first conversation.
Compliant client reviews
Collected and shown in a manner designed for SEC Marketing Rule compliance, with required disclosures on every review.
Get found in AI search
High-authority advisor profiles structured to be surfaced and cited by AI answer engines.
Your off-site front page
A credible third-party profile that builds trust with prospects and AI tools before the first conversation.
Scales across your firm
What works for one advisor deploys across the team, turning every advisor into a discoverable trust signal.