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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.

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!

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.