This guide has not been approved or reviewed by the Securities and Exchange Commission (SEC) and is for informational purposes only. Why the Next Five Years Will Determine Who Leads the Industry in Client Acquisition Imagine you’re a consumer in need of a financial advisor. Maybe you’re leaving your long-time employer for a new job […]
To succeed as a financial advisor in 2025 and beyond, you need an integrated marketing plan that combines digital marketing strategies with traditional sales and advertising tactics. This is especially important today if your goal is to build a sustainable and profitable business. Getting the attention of consumers and then converting them into paying clients […]
Innovative financial advisory services have emerged in the last several years. Investors and traditional advisors should be aware of the advantages and disadvantages of online-only services. NerdWallet Advisors emphasizes its low cost, but potential conflicts of interest should be considered. We all hear about the growing wave of Americans transitioning into retirement and the need […]
Are you considering hiring a financial advisor who can meet with you online? A virtual financial advisor can help you make smarter money moves (and avoid sitting in traffic). In this article, we’ll discuss the rapidly growing trend of hiring a virtual financial advisor who can meet with you from the comfort of your own […]
The financial advisory industry has shifted dramatically over the last 20 years. As clients demand a more comprehensive and personalized experience, today’s financial advisors are stepping into the role of not just portfolio managers but true officers of their clients’ total financial well-being. This transformation demands a fresh perspective, one that blends not just investment […]
Are you a financial advisor looking to improve your game, grow your practice and deliver superior client service? Are you tired of waking up and reading the same financial newsletters? Do you want a change of pace? If so, this article is for you. In the fast-paced and ever-changing world of finance, staying ahead of […]
In new era ushered in by the SEC Marketing Rule, Cabrices to guide financial advisors on path to unlock the value of client testimonials and build their authority to get found online and convert more prospects into clients. Houston, TX — April 25, 2023 — Wealthtender, the leading find-an-advisor website and SEC-compliant online review platform, […]
Learn how financial advisors can use video marketing to build rapport and quickly establish an emotional connection with prospects. As an increasing number of people turn to the internet to find a financial advisor, how can you accelerate the trust-building process without an in-person meeting? Most advisor websites offer written descriptions of an advisor’s background […]
Wealthtender Advisor Marketing Consultant Spotlight Series: Zephyr Q&A with Michael Reynolds, Co-founder of Zephyr We asked Zephyr co-founder, Michael Reynolds, to tell us more about his company and their work improving SEO (search engine optimization) and building websites for fee-only RIAs interested in standing out online to grow their business. Q: You’re in an elevator […]