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. […]
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 […]
FMG’s acquisition of Testimonial IQ (now rebranded as FMG Testimonials) is a positive development for financial advisors and wealth management firms that use FMG’s platform. If you’re an FMG client, you may now have access to FMG Testimonials, a thoughtfully-designed platform to compliantly collect client testimonials and display social proof on your website, potentially at […]
A financial advisor in Florida recently 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 […]
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 or adding reviews to your homepage and bio pages, you’ll find step-by-step instructions, links to live examples, and answers to frequently asked questions to help you leverage the power of social […]
The majority of Americans preparing to hire financial advisors will look online to start their search and/or narrow their list to the 2-3 advisors they will contact before deciding who to hire. With the continued popularity of traditional search engines and rapid adoption of AI-powered tools like ChatGPT and Gemini, FAQs published on advisor websites […]
It goes without saying that online reviews and client testimonials are powerful marketing assets. But not all review platforms are created equal, especially when navigating the regulatory requirements that govern advisor marketing. Beyond regulatory matters, the rapid adoption of AI tools like ChatGPT used by consumers to find and research advisors has shifted traffic away […]