▶️ Wealthtender On-Demand Webinars

Watch recorded webinars featuring Wealthtender experts and our partners.
Learn ways to grow your advisory business, get marketing tips, and gain industry insights.


3 Strategies to Grow Your Referrals By 300%

How Advisors Can Turn Leads Into Lifelong Clients with Testimonial Marketing

Using AI To Capture & Convert Prospects With Money In Motion

Raving Reviews: How Testimonials Turn Prospects into Clients

SEC “De-Risk” Alert: A Compliance Officer’s Guide in Testimonial Marketing

The 5 Core Client Mindsets: How This Patent Pending Assessment Boosts Advisor Growth

How Financial Advisors Can Build A Business Development Ecosystem With Content Marketing

How Financial Advisors Can Win Business with Testimonial Marketing

The Digital Footprint: How Advisors Can Maximize Their Online Presence

Client Testimonials with Wealthcare: Why Advisor Reviews Actually Work!

SEC “De-Risk” Alert: A Compliance Officer’s Guide in Testimonial Marketing


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Testimonial Marketing Minute: Three Cs For Compliance Every Advisor Should Know