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GROW YOUR ADVISORY BUSINESS WITH ONLINE REVIEWS:
SEC COMPLIANT ONLINE REVIEWS FOR ADVISORS
INTRODUCING CERTIFIED ADVISOR REVIEWS
FINANCIAL ADVISORS EMBRACING ONLINE REVIEWS WILL LEAD THE INDUSTRY IN ATTRACTING NEW CLIENTS THROUGHOUT THE HISTORIC TRANSFER OF WEALTH FROM BABY BOOMERS TO MILLENNIALS OVER THE NEXT DECADE.
Certified Advisor Reviews™ help consumers make smarter hiring decisions when choosing a financial advisor. Model FA has partnered with Wealthtender, the first financial advisor review platform designed to be fully compliant with the SEC Investment Adviser Marketing rule.
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
- Keep your client list private (vs. Google which doesn’t allow anonymous reviews)
BUILD TRUST WITH ONLINE REVIEWS TO GET MORE CLIENTS ONLINE.
🎉 The new SEC Marketing Rule is a game-changer in advisor marketing.
🥇 Wealthtender is the first SEC-compliant financial advisor review platform.
⭐ Your online reviews become an evergreen source of digital referrals.
😲 Unlike Google Reviews, you don’t have to make your client list public.
