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Wealthtender

Are you ready to get started
with online reviews?

The SEC Marketing rule opens the door to new opportunities. And new risks.

We prepared this step-by-step playbook to help you compliantly turn your online reviews into an evergreen source of digital referrals.

Get your guide

Looking for the One Page Quick Start Checklist? Instant Download (PDF)

Learn about Certified Advisor Reviewsâ„¢

Download your
free guide to learn:

  • How to get started with online reviews
  • How to choose the right online review platforms
  • How to compliantly promote your practice with reviews
  • And more!
Get it now

“Wealthtender is a vendor that publishes financial adviser testimonials that are compliant with the new marketing rule.”

Compliance Week
SEC Marketing Rule Education Series: Grow with Testimonials & Endorsements
SEC Marketing Rule SEC Marketing Rule & Testimonials: Preparing Your Policies and Procedures
SEC Marketing Rule SEC Marketing Rule & Testimonials: Crafting Your Disclosures
SEC Marketing Rule SEC Marketing Rule & Testimonials: Choosing the Right Advisor Review Platforms
SEC Marketing Rule SEC Marketing Rule: Asking for Testimonials and Endorsements
SEC Marketing Rule SEC Marketing Rule: Promoting Testimonials and Endorsements to Attract New Clients

Financial advisors embracing online reviews will lead the industry in attracting new clients throughout the historic transfer of wealth from Baby Boomers to Millennials over the next decade.

– Brian Thorp, Wealthtender Founder and CEO

Modern Advisor Marketing™ with Wealthtender ensures your future clients gain the knowledge and reassurance they’re looking for online to hire you with confidence and conviction.

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