Financial Advisor Marketing Strategies | Snappy Kraken

[Podcast] Steal My Strategy: SEC-Compliant Marketing: The Power of Client Reviews with Brian Thorp

Written by Snappy Kraken | Jun 27, 2024 2:56:39 PM

 

One of the most effective marketing tools is the positive experiences of your clients.

Potential clients trust firsthand satisfaction, making the experiences of others invaluable for building long-lasting, meaningful relationships.

Brian Thorp, CEO of Wealthtender, is revolutionizing how people connect with financial advisors and gain access to invaluable financial education. 

They've introduced the industry's first SEC-compliant online review platform for advisors. A groundbreaking feature that ensures consumers can trust the reviews and ratings they read, making it easier than ever to find the right advisor to meet their unique financial needs.

In the episode, we dive into how financial advisors can leverage client reviews to enhance their online presence and credibility while staying compliant with SEC regulations.

 

Subscribe to Apple Podcasts, Spotify, Google Podcasts, Amazon Music and Audible, or wherever you get your podcasts.

We Explore:

  • How to navigate the landscape of online review platforms—from Yelp to Google and your own advisory site
  • The practical steps and strategies to leverage the opportunities presented by the new rule
  • Understanding the potential consequences of not pursuing client reviews
  • How Wealthtender’s Certified Advisor Reviews are designed with SEC compliance in mind
  • And the ONE strategy Brian wants you to steal that will help advisors create an emotional connection with prospects online

Links to Check Out:

  • Online Reviews Playbook:
    • Instantly download this step-by-step playbook to help you compliantly turn testimonials and endorsements into an evergreen source of digital referrals.
  • Testimonial Marketing Success Story: United Financial Planning Group:
    • Learn how UFPG:
      • Won a $1.5M client over nearby advisors with help from their online reviews
      • Converted a prospect who found their reviews in a Google search
      • Increased their marketing ROI with client testimonials
 
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