Financial Advisor
Quick Start


👋 Welcome to Wealthtender!

🚀 You’re joining a modern community of financial advisors who know the power of digital marketing to grow their business.

✅ First, let’s gather a few details about you:

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Your Name(Required)
⬆️ Any abbreviations to display after your last name? e.g. CFP®, CFA


Password(Required)
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✅ And now let’s begin creating your profile page!



⬆️ What name do you market your business or services under?


⬆️ A brief teaser to help people learn a little about you or your services.


e.g. https://yourwebsite.com


⬆️ Enter the link to your calendar scheduling tool (e.g. https://calendly.com/abc-wealth/15-mins). Or enter the URL of the ‘Contact Us’ page on your website.


⬆️ There’s no need to recreate the wheel. 😅 Consider copying and pasting the bio from your website or LinkedIn profile. To help your profile rank higher in Google search results and feel more personal, we do recommend starting this section by mentioning your name and writing in first-person (e.g., “Hi, I’m Jane Smith”). You can further refine and format this section anytime you wish on the next page.


⬆️ Consider copying and pasting details about your firm from your website or business profile page on LinkedIn. You can further refine and format this section anytime you wish on the next page.


✅ Upon clicking Submit, your profile will be created, then you can further personalize your page to perfection. 😀