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.
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!
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.