A financial advisor in Florida received a call from a prospect who said: “I was searching for a U.S. expat advisor, and your name came up on ChatGPT.” That single sentence — quoted in a November 2025 Barron’s article on AI-driven advisor discovery — captures a shift that was theoretically possible two years ago but […]
Updated October 2026 with findings from the 2026 Kitces Marketing Report, new advisor results, and a compliance and measurement guide. When I started Wealthtender in 2019, Google was the undisputed starting point for consumer research, and SEO (Search Engine Optimization) was the primary lever financial advisors had to influence what prospects found. That world has […]
The email usually arrives with a link and a sinking feeling. Recently it came from the growth leader at a multi-advisor RIA. His firm had ended a relationship with a client who wasn’t a good fit, and the conversation seemed amicable at the time. A few weeks later, a one-star Google review appeared. His question […]
The 2026 Kitces Report found reviews, directory listings and SEO are among advisors’ most cost-effective tactics. Key findings and how to apply them in 2027.
In this guide, learn how to add widgets from Wealthtender to display testimonials on advisor websites compliantly. Whether you’re creating a dedicated testimonials page, adding reviews to your homepage and bio pages, or simply trying to explain what you need to your website developer, you’ll find step-by-step instructions, links to live examples, an interactive tour […]
Whether you’re a financial advisor who recently joined Wealthtender and wondering what to expect, a seasoned advisor looking to make the most of your Wealthtender experience, or simply trying to understand how Wealthtender’s digital marketing benefits differ from traditional lead generation, this guide covers all of it. Honestly, with data, and without the sales pitch… […]
Given the prominent role of online search in the everyday lives of Americans, it’s important to establish your presence on Google since they control a majority of searches conducted online. Fortunately, setting up a Google Business Profile is an easy and no-cost way to improve your firm’s visibility in search results. Essentially, Google provides businesses with […]
For financial advisors & wealth management firms Generic marketing rarely gets you in front of employees and executives at a specific large company. Wealthtender’s Large Employer Q&A series takes a different approach: it gets you found at the exact moment an employee is searching for help with their equity compensation, retirement plan, or executive benefits, […]
If you’ve started collecting online reviews, you deserve a round of applause (assuming you’re doing so compliantly, of course!). You’ve already set yourself apart from the 90% of financial advisors not (yet) using testimonials to accelerate the trust-building process with prospects and establish credibility with Google and and AI search tools like ChatGPT and Gemini. […]