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Modern Advisor Marketing for XYPN Members


XYPN Members:
Sign up by Tuesday, November 30th
and enjoy 50% off your first 3 months
of any subscription plan you choose!
(Use coupon code: XYPN at checkout)

A Top 5 Marketing Strategy.
(And that’s Just the Beginning.)

🚀 Paid web listing services like Wealthtender rank among the Top 5 Most Cost-Effective Marketing Strategies according to a 2020 industry benchmarking study conducted by Michael Kitces at Nerd’s Eye View.

✅ Most financial advisors who join Wealthtender see their personalized profile page ranking on the first page of Google for relevant keyword searches within a few weeks. Are you ready to take control of your online reputation?

Meet XYPN members on Wealthtender

XYPN members who join Wealthtender are featured in the Wealthtender Guide to XY Planning Network Financial Advisors.

Wealthtender is committed to raising consumer awareness nationally about the XY Planning Network to help people learn the benefits of hiring a financial advisor affiliated with XYPN.

In fact, when people search for XY Planning network on Google, one of the top search results displayed is our article titled Should You Hire an XY Planning Network Financial Advisor. With quotes from XYPN members and quick access to our XYPN member guide, Wealthtender helps people looking for a financial advisor find XYPN members who may be a good fit for their individual needs.


Standout Strategies #4 & #7 for Top Marketing Performers are benefits offered by Wealthtender to XYPN members.
Read the Article on Nerd’s Eye View

This article authored by Michael Kitces offers valuable insights into the marketing strategies of more than 800 financial advisors who participated in a 2020 industry benchmarking study.

We’re grateful for the tireless efforts by Michael Kitces and his team whose passion for advisor excellence positively influences how we design Wealthtender to help financial advisors grow their business with modern advisor marketing.

Please click the link below to read this article on Nerd’s Eye View.

The Most Efficient Financial Advisor Marketing Strategies And The True Cost To Acquire A Client


It’s Time to Unzip.

📭 The US Postal Service invented zip codes in 1963 to more efficiently route our mail, not to help people choose a financial advisor. 

🌎 Where people live should be one factor when choosing a financial advisor, not necessarily the primary factor.

🔎 Wealthtender helps people discover financial advisors who are best for their individual needs, whether they live nearby or hundreds of miles away.

Wealthtender makes finding a financial advisor as easy as finding your favorite movie on Netflix. By scrolling up and down to view different categories of advisors and swiping left or right to search by areas of specialization, thousands of people visit Wealthtender each month to discover financial advisors who may be an ideal fit for their individual needs.

Illustration showing a zipper with blue skies when unzipped.

“It’s time to unzip. We’re not suggesting your clothes come off, but the days of consumers finding a financial advisor starting with their zip code may be coming to an end.” – Wealthtender


Do You Niche? Get Noticed!

A Powerful Benefit for Elite and Growth Plan Subscribers.

Whether you serve a specific niche or want to build your authority in an area of specialization, Wealthtender will work with you to create and publish a Q&A resource designed to rank among the top search results for keywords important to your business. Attract your ideal clients just as they’re preparing to take action.

Case Study: Ryan Firth

Meet Ryan Firth. Ryan is the founder of Mercer Street, an RIA based in Houston, Texas with a specialization serving cryptocurrency investors. On June 1st, 2021, Wealthtender published a Q&A resource featuring Ryan sharing his insights with the goal of attracting interest among his target audience. Since then, Ryan has gained:

  • Powerful SEO benefits with a relevant, high quality link to his website
  • Over 1,000 views of his Q&A by people searching Google for terms like ‘financial advisor crypto’
  • Opportunities to respond to readers, further strengthening authority in his niche
  • Increased traffic to his website and appointment calendar from high intent prospects

Get Found Everywhere.

Google. Google Maps. Amazon Alexa. Apple Maps. Facebook. Bing. Yahoo. And More. 

🌎 No matter which map, app, voice assistant, search engine or social network consumers use to find and engage with you, Wealthtender’s Get Found Everywhere service ensures people see accurate, complete, and compelling information wherever they look.

✅ This feature is an included benefit for Elite plan subscribers putting you on an even playing field with advisors at firms like Morgan Stanley and UBS where the same technology is used as a competitive advantage.

RUN YOUR FREE SCAN NOW

“Business listings with enhanced content receive 416% more views than those without.​” – Yext, The Power of Location: How Rich Listings Drive More Business, 2016.

Learn More & View Live Examples

Wealthtender offers its Get Found Everywhere service through a partnership with Yext, an NYSE-listed company and established leader in online reputation management services for businesses across the U.S.

Get Found Everywhere puts you in control of the facts about your business across 50+ digital services used by consumers every day. Direct integrations enable you to manage all of the facts about your brand from one central source of truth, ensuring consumers find accurate information about your business — no matter where they search.

Here are three LIVE examples of listings created and managed with Get Found Everywhere for a financial advisor in the Wealthtender community:


Supercharge Your Marketing ROI.

Joining Wealthtender comes with a LOT of perks.

From benefits that strengthen your online reputation and SEO to features designed to increase your visibility and build trust with future clients, your marketing budget will barely budge, while your marketing results rev up.

To help financial advisors make the most of their Wealthtender experience, we created a guide covering the wide range of benefits available to help you grow your business.

Want a sneak peek?

Modern Advisor Marketing with Wealthtender provides your future clients with the knowledge and reassurance they need to hire you with confidence and conviction.


Choose the Best Plan for Your Needs.

Enjoy Hundreds of Dollars in Marketing Benefits Each Month. Starting Around $1/Day.

Whether you handle marketing yourself or partner with a marketing consultant, joining Wealthtender is a smart and affordable way to amplify your marketing efforts and accelerate your opportunities for growth.

With our Done For You quick start option available at no additional cost, you’ll enjoy benefits right away without lifting a finger. Or choose the Hands On option to get started today personalizing your profile as easy as editing your LinkedIn page.

Simply choose the subscription plan best for you. Every plan comes with an affordable monthly cost and no long-term commitment. Change plans or cancel anytime. We work hard to earn your business each month.


If you’re among the majority of XYPN financial advisors who are state-registered RIAs, we’re ready to help you get started with testimonials and online reviews as soon as your state regulator gives the green light.


Get Started with Testimonials.

The new 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. You might also enjoy our SEC Marketing Rule Education Series of articles, templates, and checklists designed to help you get started with testimonials and endorsements.

Wealthtender Founder and CEO Brian Thorp is a leading industry voice and subject matter expert on the SEC Marketing rule. View recent media mentions:

Compliance Week: New SEC marketing rule offers opportunities, compliance challenges

“Wealthtender is a vendor that publishes financial adviser testimonials that are compliant with the new marketing rule.”

Compliance Week
RIA Intel: Finra Exam Letters Target ‘Finfluencers’ Hired by Wealth Managers

Model FA Podcast: Modernized Marketing Rules for Financial Advisors

🎙 Model FA Podcast Episode 38 – Host David DeCelle interviews Brian Thorp, Wealthtender Founder and CEO, on Modernized Marketing Rules for Financial Advisors.
(Listen to the Interview: Apple Podcasts, Stitcher, Spotify)

Unable to Get Started with Testimonials?

It’s ok. You’re not alone. We know it could take some time before you’re able to move forward depending upon your registration status at federal and state levels (and when your compliance team is ready to give you the green light). When you’re ready, we’ll be here to help you get started. 

Join Wealthtender today to strengthen your online reputation, build authority in your areas of specialization, and attract your ideal clients. With so many benefits to help you grow your business, you’re in good company as the majority of financial advisors on Wealthtender aren’t able to get started with testimonials either.


Introducing Certified Advisor Reviews™.

Certified Advisor Reviews™ help consumers make smarter hiring decisions when choosing a financial advisor.

Wealthtender is the first financial advisor review platform designed to be fully compliant with the SEC Investment Adviser Marketing rule. (Learn More)

With Certified Advisor Reviews™, you can:

  • Confidently ask your clients (and acquaintances) for reviews
  • Promote your reviews to attract new clients
  • Strengthen your online reputation with clients and prospects 
  • Establish your trustworthiness with Google and Bing
  • Demonstrate your consumers’ interests first mindset
  • Unlock reviews trapped on sites like Google and Yelp
  • Import and certify reviews from Google & all other platforms
Thinking about asking for reviews on sites like Google or Yelp? Think again.

We’ll be the first to admit if we’re wrong. But we’re not wavering in our belief that forthcoming SEC guidance will clarify that review platforms like Google and Yelp simply aren’t compatible with the SEC Marketing rule, thus limiting acceptable use of these platforms to only include unsolicited reviews.

Here’s What We Know with Certainty:

Google and Yelp are well-known review platforms popular with consumers. And many advisors already have unsolicited reviews written about them visible on these sites. If these are favorable reviews and are truly unsolicited, that’s terrific as advisors gain SEO benefits and visibility among consumers visiting these sites.

But because reviews on Google and Yelp lack the required SEC disclosures to be considered advertisements (e.g. testimonials and endorsements you can promote to grow your business), advisors can’t direct prospects to check out their reviews on these platforms. 

Here’s What We Don’t (Yet) Know:

Unlike unsolicited reviews published on Google or Yelp, the SEC has not formally offered guidance to clarify if solicited reviews on Google and Yelp are deemed an advertisement, and therefore subject to the prohibitions and disclosure requirements described in the SEC Marketing rule. So the question we need the SEC to answer is: Does the act of a financial advisor simply asking for a review to be written on specific platforms like Google or Yelp entangle an advisor in its creation and trigger the prohibitions and disclosure requirements?

While industry opinions are mixed on the guidance the SEC will ultimately provide, we believe it’s highly likely the SEC will take issue with advisors proactively soliciting reviews on platforms known to be incompatible with the Marketing rule. With its principles-based rule intended to ensure consumers gain important information to make more informed decisions, we don’t expect the SEC to look favorably upon a rampant proliferation of advisor reviews on platforms incapable of addressing the Marketing rule’s prohibitions and disclosure expectations.

Further, we believe the SEC could point to FINRA Regulatory Notice 17-18 that addresses this topic covering testimonials of registered representatives. In the notice, FINRA states: “FINRA does not regard unsolicited third-party opinions or comments posted on a social network to be communications of the broker-dealer or the representative for purposes of Rule 2210, including the requirements related to testimonials in paragraph (d)(6).”  

Wealthtender has submitted written requests for clarification on this matter to the SEC (likely along with many other industry participants) and we monitor the SEC’s Marketing rule FAQ page daily. We’ll share updates as additional SEC guidance becomes known.

October 12, 2021 Update: The SEC Investment Adviser Regulation Office (within the Division of Investment Management) responded by email to Wealthtender confirming their team will consider updating the SEC Marketing rule FAQ page to address the analogous question answered by FINRA in Regulatory Notice 17-18 that could put this matter to rest.

Turn Certified Advisor Reviews on at any time. We’re ready when you are.

Michael Kitces Offers His Perspective on Certified Advisor Reviews™

“… Wealthtender is launching a more centralized “Advisor Reviews” platform, where advisors can sign up for a page on Wealthtender that centralizes all of their Google, Yelp, and other third-party website reviews, and repackages them as “Certified Advisor Reviews” (reviewed by Wealthtender) for which the advisor can add a Reviews badge to their website (linking to their Wealthtender profile).

…Nonetheless, the reality is that because testimonials have long been recognized as such a powerful marketing tool – including in financial services, where for decades they were only banned because they were deemed too influential and at risk for abuse! – it seems inevitable that client testimonials will soon become a core part of advisor marketing. The only question is how, exactly, advisory firms will find it best to collect and share them for the (right) prospects to see?”

– Michael Kitces at Nerd’s Eye View
The Latest in Financial #AdvisorTech (June 2021)


Enhance the Top of Your Marketing Funnel.

The top of the modern advisor marketing funnel is all about creating awareness for your professional brand & your unique services.

When you join Wealthtender, you gain visibility with thousands of visitors to wealthtender.com each month who want to improve their financial wellbeing.

Your optimized Wealthtender profile page showcases your experience, credentials, and areas of specialization to help consumers looking for a financial advisor make more informed hiring decisions.

And by connecting your calendar tool using Calendly, HubSpot, or dozens of other platforms, the top of your marketing funnel isn’t just creating awareness, it could also be sending you future clients.

Is the top of your marketing funnel in tip-top shape?


(And the Middle of Your Funnel, Too.)

The middle of your marketing funnel involves building authority and growing trust to generate interest among the right prospects for your practice.

By joining Wealthtender, your benefits include opportunities to be featured and quoted in published resources to gain:

  • Optimal visibility to attract your ideal clients at exactly the right time
  • Search engine optimization benefits helping your website rank higher
  • Highly shareable content for use with clients, prospects and COIs

How are you building authority online to attract your ideal clients?


Quick Start Profile Setup: Done for You
(<60 seconds)

Your time is valuable. Choose our Done For You profile setup service at no additional cost.

🔔 Limited Time Offer: Join today and enjoy 50% off the first 3 months of any plan you choose when you sign up with code XYPN.

Short on time and ready to begin? It really is this easy:

1️⃣ Click this link and choose the Done for You option

2️⃣ That’s it! We’ll see your subscription come through and create your new Wealthtender profile page with details from your website and online profiles. Then we’ll be in touch within 3 business days so you can customize your profile further as you like. Simple as that! 👏

Have Questions?

Schedule a 1:1 Zoom call with
Wealthtender Founder & CEO Brian Thorp

Brian Thorp Wealthtender CEO

Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
brian@wealthtender.com
(512) 856-5406


The World Has Changed. Are You Ready?

As an XY Planning Network financial advisor, you already know the next generation of investors doesn’t want to be sold to; They want to feel informed and educated.

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.

With plans starting around $1 / day, you’re joining XYPN members on Wealthtender who are positioned to lead the industry in attracting new clients throughout the historic transfer of trillions of dollars in wealth from Baby Boomers to Millennials over the next decade.


Frequently Asked Questions

Why do XYPN members join Wealthtender?

Wealthtender is a modern digital marketing platform helping advisors build authority as a leader in their areas of specialization to attract clients who are a good fit for their practice.

Wealthtender is a perfect fit for XYPN members who specialize in a particular niche or want to become a leading advisor in an area of specialization and offer virtual financial planning services nationwide.

Most people do their research online before deciding where to eat, what to buy, or the professionals they hire. The next generation of investors is no different when it comes to choosing a financial advisor.

Wealthtender helps people find the best financial advisors for their individual needs, no matter their income or stage of life. With hundreds of articles, guides, and easy-to-use directories, advisors who join Wealthtender are attracting their ideal clients and boosting their reputation online.

And by joining the Wealthtender community, advisors gain referral opportunities from our growing network of financial professionals and educators.

With thousands of people visiting wealthtender.com each month, we deliver a high value, low-cost complement to traditional advisor marketing activities to strengthen your top and middle of the funnel activities and optimize your online reputation.

Why should XYPN members join Wealthtender?

For XYPN members looking to grow their practice, Wealthtender offers a low-cost, high-value complement to other marketing efforts with features designed to strengthen your top and middle of the marketing funnel efforts.

In fact, Michael Kitces identified paid web listing services like Wealthtender asrounding out the top 5 most-efficient strategies for advisor marketing dollars when it comes to client acquisition, and that’s before taking into account the many additional features and benefits offered exclusively to financial advisors in our community.

And with Certified Advisor Reviews™ from Wealthtender, you can lead the industry in attracting new clients over the next decade once you receive the green light from regulators.

Unlike most paid listing services where your profile page is all you get, Wealthtender offers advisors opportunities to also be quoted in articles and featured in guides designed to attract people at exactly the point in time they’re thinking about hiring an advisor. You also gain added reach on social media each week.

By joining Wealthtender, you enjoy opportunities for referrals from financial coaches in our community and increased visibility among hundreds of finance blogs and podcasts in our network who reach millions of readers and listeners each month.

We’re always looking for new ways to help advisors grow. You can 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 digital marketing for XYPN members, we’re committed to delivering unprecedented value.

How does Wealthtender compare to other financial advisor digital marketing platforms?

With thousands of consumers visiting Wealthtender each month and our growing network of financial influencers (blogs and podcasts) who reach millions, Wealthtender is uniquely positioned to help advisors attract their ideal clients.

No financial advisor digital marketing platform offers the features and benefits that set Wealthtender apart. Examples include:

  • Enhance top and middle of the funnel marketing effectiveness by creating greater awareness, building authority and establishing trust
  • Collect and display Certified Advisor Reviews™ to turn your clients’ feedback into powerful testimonials that drive referrals to your business. (Note: this is an optional feature that by default is turned off and can be turned on by advisors who choose to opt-in.)
  • Get quoted and featured in articles and guides to build authority in areas of specialization to attract ideal clients.
  • SEO benefits by being featured on Wealthtender to improve advisor visibility and ranking in Google search results.
  • Gain referrals from financial professionals and educators in the Wealthtender community.
  • Weekly promotion opportunities for advisors to amplify the reach of their own articles and other content on social media.
  • Consumer discovery of advisor website content through our proprietary personal finance search engine.

Wealthtender complements the marketing solutions you value most and can replace legacy platforms no longer delivering results.

How much does Wealthtender cost?

Wealthtender offers monthly subscription plans for financial advisors starting around $1/day.

🔔 Limited Time Offer: Join today and enjoy 50% off the first 3 months of any plan you choose when you sign up with code XYPN.

✅ I’m Ready to Join. How Do I Get Started?

It’s easy to join XYPN members on Wealthtender who know the power of modern marketing to grow their business.

1️⃣ Click here to choose your subscription plan.
2️⃣ Provide a few details and begin to personalize your profile page.
3️⃣ Watch your inbox for tips to make the most of your subscription.

Simple as that! Have questions? Email yourfriends@wealthtender anytime.

🔔 Limited Time Offer: Join today and enjoy 50% off the first 3 months of any plan you choose with code XYPN.

How has Wealthtender prepared for the SEC Investment Adviser Marketing rule?

The SEC Investment Adviser Marketing rule offers exciting opportunities for financial advisors to attract new clients and boost their online reputation.

Wealthtender is the first independent financial advisor review platform designed to be fully compliant with the new SEC rule to help advisors make the most of this historic opportunity.

Unlike Google Reviews which display competitors on advisor profile pages and lack required SEC disclosures, Wealthtender is specifically designed to help advisors stand apart while complying fully with the regulations unique to our industry.

We were the first platform mentioned by Michael Kitces for our thought leadership in this area and we’re working closely with industry leaders and stakeholders to ensure a superior experience for advisors on the Wealthtender platform.

To learn more about how Wealthtender compares to Google Reviews and other potential financial advisor review platforms, click here.

How can I find XYPN members who have already joined Wealthtender?

XYPN members who join Wealthtender are featured in the Wealthtender Guide to XY Planning Network Financial Advisors.

Wealthtender is committed to raising consumer awareness nationally about the XY Planning Network to help people learn the benefits of hiring a financial advisor affiliated with XYPN.

In fact, when people search for XY Planning network on Google, one of the top search results displayed is our article titled Should You Hire an XY Planning Network Financial Advisor. With quotes from XYPN members and quick access to our XYPN member guide, Wealthtender helps people looking for a financial advisor find XYPN members who may be a good fit for their individual needs.

⭐ What are Certified Advisor Reviews™?

Certified Advisor Reviews™ from Wealthtender are designed to comply with the new SEC rule and provide the transparency consumers deserve when their life savings could be at stake. For example, consumers will know if:

  • Compensation in any form was provided for a review
  • Conflicts of interest may have influenced a review 
  • A review was written by a client or other acquaintance of the advisor

To earn the Certified Advisor Review™ mark, a review must display this information clearly and prominently, along with supplemental disclosures provided by financial advisors to meet federal and/or state regulatory requirements.

Financial advisors on Wealthtender who remain in good standing are authorized to display the Certified Advisor Reviews™ badge on their website, email signature, and social media accounts.

Why should financial advisors convert reviews from sites like Yelp and Google into Certified Advisor Reviews™ on Wealthtender?

By converting reviews from sites like Yelp and Google into Certified Advisor Reviews™, financial advisors provide consumers the transparency and additional information they deserve to judge the accuracy and merits of reviews.

And because Certified Advisor Reviews™ are designed to be fully compliant with the SEC Marketing rule, financial advisors can turn reviews otherwise off-limits into powerful testimonials to proactively attract new clients. 

What if I’m not ready to get started with testimonials yet?

It’s ok. You’re not alone. We know it could take some time before you’re able to move forward depending upon your registration status at federal and state levels (and when your compliance team is ready to give you the green light). When you’re ready, we’ll be here to help you get started. 

Join Wealthtender today to strengthen your online reputation, build authority in your areas of specialization, and attract your ideal clients. With so many benefits to help you grow your business, you’re in good company as the majority of financial advisors on Wealthtender aren’t able to get started with testimonials either.

I heard the team at Wealthtender really likes pizza. Is that true?

Hi there! 👋 Yes, it’s true! We really like pizza! 🍕

And since you took the time to read this entire page (and if we added a lot of fine print, we bet you’d probably read that, too!), we want to offer you a little something special to show our appreciation. For real! No strings attached. 😃

If you’re one of the first 5 XYPN members to send an email to yourfriends@wealthtender.com with the details below, we’re going to buy your next pizza at your favorite pizza place.

Why? Because we love pizza! And we love learning about the best pizza joints across the country so we can add them to our list of pizza places to try out when we’re in your town. 🍕

Ready for Pizza? Here are your instructions:

  1. Send an Email to: yourfriends@wealthtender.com
  2. Subject Line: I love pizza!
  3. Email Content: Just say hi and tell us the name of your favorite local pizza joint, ideally with a link so we can check it out!

That’s it! If you’re one of the first 5, we’ll let you know. And then the next time you buy a pizza from your favorite spot, just send us a quick pic we can drool over and we’ll PayPal or Venmo you $40 to cover the cost. 🤤

Wondering if there’s still time to win free pizza?

We’ll update the list below as soon as possible each day to let you know! If you email us and you’re not one of the first 5, you’re still making the world a better place by helping us find the best pizza around! 👏

🍕 XYPN Members Who Won Free Pizza
(and the name of their favorite pizza joint):

  1. Dean Lyman, Lees Summit, Missouri (Minsky’s Pizza)
  2. Could be You! (Name of Your Favorite Pizza Joint)
  3. _
  4. _
  5. _

Advisors Thrive With Wealthtender

Financial advisors join Wealthtender to attract new clients and build authority.
Wealthtender offers unique opportunities for advisors to grow their practice.

Jeremy is proud of the financial certifications he’s earned. And each week, Jeremy gets noticed by prospective clients reading articles on wealthtender.com about the designations he holds, including CFP, CFA and CKA.

Advisors joining Wealthtender are automatically listed in articles for each designation they’ve earned, reaching more people interested in their credentials.

Ryan’s areas of specialization include helping people interested in investing in cryptocurrencies. By featuring Ryan in articles and resources like this Q&A related to his niche, he’s creating awareness and gaining recognition as a leading authority on cryptocurrencies.


Do you specialize in a niche? By joining Wealthtender, you gain opportunities like Ryan to attract the right prospects to your practice.

Deb has been quoted in multiple Wealthtender articles, including this syndicated article on MSN.com increasing her authority and visibility with potential future clients in her desired demographic.

When advisors join Wealthtender, the opportunity to reach new clients extends beyond our platform to popular publications and influential finance websites and podcasts with millions of readers and listeners.

Deb Meyer

WorthyNest

Vrishin is a proud member of the XY Planning Network offering services virtually to Millennial and Gen Z clients nationwide. When consumers read our article Should You Hire an XY Planning Network Financial Advisor, Vrishin gains visibility with prospects who value his association with the network.

Advisors affiliated with XY Planning Network are automatically featured in this article upon joining Wealthtender to attract the next generation of clients to grow their business.

Vrishin Subramaniam

CapitalWe

Stephanie co-hosts the Take Back Retirement podcast for Gen X and Baby Boomer women. With a free profile page in the Wealthtender finance podcast directory as part of her subscription, Stephanie attracts new subscribers who may become future clients.

Advisors who publish a finance blog or host a podcast can create free profile pages in the Wealthtender finance blog and podcast directories included with their subscription.

Stephanie McCullough

Sofia Financial

Jay is interested in growing his practice locally in the town of New Bern, North Carolina where he is active in the community. Jay gains recognition for his local presence in the Wealthtender Guide to Advisors in New Bern.

All advisors who join Wealthtender are featured in a local guide for opportunities to attract clients who live nearby.

A Message from Our Founder

Hi there! 👋

Thanks for your interest in joining Wealthtender.

The world has changed and we’re ready to help you succeed as the next generation of investors becomes your now opportunity for growth.

XYPN financial advisors who join Wealthtender are prepared to lead the industry in attracting new clients throughout the historic transfer of trillions of dollars in wealth from Baby Boomers to Millennials over the next decade. Join today and:

✅ Enhance your top and middle of the funnel marketing effectiveness by creating greater awareness, building authority, and establishing trust
✅ Get quoted and featured in articles and guides to build authority in areas of specialization to attract your ideal clients.
✅ Gain SEO benefits that enhance your visibility online and improve rankings in Google search results.
✅ Earn referrals from financial professionals and educators in the Wealthtender community.
✅ Collect and display Certified Advisor Reviews™ to turn your clients’ feedback into powerful testimonials that drive referrals to your business.
✅ And more!

How can I help you today? Schedule a Zoom meeting or reach out anytime and let’s discuss how your business can reach new heights with Wealthtender.

Ready to get started? Choose your plan and join today.

PS: We had a great time at #XYPNLIVE 2021 in Denver and hope to see you there in 2022, too!

Brian Thorp Wealthtender CEO

Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
Email: brian@wealthtender.com
Phone: (512) 856-5406
Schedule a Zoom meeting