And unlike many other paid listing services where your profile page is all you get, Wealthtender offers you opportunities to be quoted in articles, featured in guides and we help promote your own content across social media each week. By joining Wealthtender, you also gain opportunities for referrals from our community of financial coaches and exposure when the hundreds of personal finance blogs and podcasts in our network refer their readers and listeners to Wealthtender to hire an advisor.
We’re always looking for new ways to help you grow. Sign up for a monthly subscription plan and cancel anytime. It’s up to us to earn your business each and every month. When it comes to paid listing services, we’re committed to delivering unprecedented value.
Will Wealthtender support financial advisor ratings and reviews once permitted by the SEC after May 4, 2021?
Yes, Wealthtender is working closely with our securities attorney and other stakeholders to be the first independent platform to fully comply with the SEC Investment Adviser Marketing rule when it becomes effective on May 4, 2021.
If you’re interested in being one of the first financial advisors to take advantage of this new opportunity to grow your business, please feel free to reach out to our founder directly with any questions. (We’re happy to speak with your legal and compliance team, too!) Contact Brian Thorp by email at firstname.lastname@example.org or (512) 856 – 5406.
Note: If you prefer to not utilize ratings and reviews in your marketing activities after May 4th, or your compliance team requires additional time to finalize procedures, you’ll enjoy all other features and benefits of joining the Wealthtender community. It’s your choice.
Do you offer discounts?
Yes! We’re happy to offer you a 12 month subscription for the Financial Advisor Elite or Growth plan for less than the cost of 10 months when paid in advance.
You’ll save more than 20% with your upfront annual payment of $799 for the Elite plan or $399 for the Growth plan.
Please note this offer is exclusively available to founding members and this offer may end at any time. To take advantage of this discount, please email email@example.com today!
We make it easy to cancel your plan anytime. Simply login to your account and select ‘cancel my plan’. We also hope you’ll contact us at firstname.lastname@example.org to let us know if there’s anything we can do to change your mind.
What happens to my profile page on Wealthtender if I cancel my plan?
Once your plan is cancelled, your profile page will be removed from Wealthtender. Poof!
Have more questions or feedback?
We want to hear from you! Send a note to email@example.com and we’ll be happy to answer your questions and listen to your feedback. You can also text or call us at (512) 856-5406.