Where advisors learn to grow & win new clients
Guides to grow your practice and win new clients with Wealthtender
In-depth guides and original research from Wealthtender on getting found in search and AI, earning client trust with reviews, and growing your practice, whether or not you partner with us.
Featured guide
How advisors compliantly promote client testimonials: 20+ tactics
More than 20 compliant ways to put your client reviews to work across every marketing channel, and show up in AI search.
Read the guide →Get found in search and AI
How advisors get discovered in Google and AI tools, and the structured content that makes it happen.
How Financial Advisors Appear in ChatGPT & AI Search
The ranking signals behind why advisors with Wealthtender profiles show up more often in AI answers.
Read the guide →Answer Engine Optimization (AEO) for Financial Advisors
What AEO is, why it matters now, and seven strategies to start building AEO authority.
Read the guide →How Advisors Can Use FAQs for SEO and AEO
Turn client questions into FAQ content and schema that search engines and AI tools surface.
Read the guide →Reviews and testimonial marketing
Everything you need to collect, display, and compliantly promote client reviews, from the first ask to an ongoing program.
How Advisors Compliantly Promote Client Testimonials: 20+ Tactics
More than 20 compliant ways to put your client reviews to work across every marketing channel.
Read the guide →7 Benefits of Online Reviews That Go Beyond Client Acquisition
Why client reviews pay off well beyond new business, from retention to recruiting to AI visibility.
Read the guide →The Ultimate Guide to Testimonial Marketing
The complete, step-by-step guide to getting started with compliant testimonial marketing.
Read the guide →Ongoing Client Testimonial Outreach
How to make review collection a sustainable, ongoing habit rather than a one-time push.
Read the guide →How to Display Testimonials on Advisor Websites & FAQs
Step-by-step instructions to add Wealthtender review widgets to your website, compliantly.
Read the guide →Why Individual Advisor Reviews Matter for Wealth Management
Why firms grow faster when individual advisors, not just the firm, collect and showcase reviews.
Read the guide →Your Google Business Profile: Tips & FAQs
What advisors should know about Google Business Profiles and Google Reviews, and the compliance traps to avoid.
Read the guide →How Wealthtender Amplifies Your Google Reviews
How Wealthtender complements and amplifies your Google reviews for compliant promotion and AI visibility.
Read the guide →How to Promote Your Wealthtender Awards
How to compliantly promote your Voice of the Client Award to amplify trust and visibility.
Read the guide →Strategy and practice growth
Bigger-picture playbooks for attracting your ideal clients and getting more from the tools you already use.
How Financial Advisors Can Attract Large Company Employees
Get found by employees and executives at specific large companies through Large Employer Q&A.
Read the guide →The Ultimate Guide to Financial Advisor Marketing
An integrated marketing playbook to attract and convert your ideal clients.
Read the guide →How Advisors Using SmartAsset Can Drive Greater ROI with Wealthtender
Convert more of your SmartAsset leads by adding the credibility layer prospects look for.
Read the guide →Is Wealthtender Worth It? An Honest Guide
A candid, data-driven look at what Wealthtender is, what it isn’t, and what to expect.
Read the guide →Research and data
Original Wealthtender research on how Americans choose financial advisors and what clients value most.
Research
2025 Voice of the Client Study
What 2,500+ client reviews reveal about what Americans value most in their financial advisors.
Read the guide →Research
How Americans Find and Hire Financial Advisors
Original research on how consumers search for, evaluate, and choose an advisor.
Read the guide →Works with your existing tools
How Wealthtender complements the platforms many advisors already rely on.
FMG
How to Pair FMG Testimonials with Wealthtender
Extend the reach and AI visibility of testimonials you collect through FMG.
Read the guide →FMG
How FMG and Wealthtender Make It Easy to Display Testimonials
A simple path to displaying client testimonials compliantly with FMG and Wealthtender.
Read the guide →Nitrogen
Nitrogen + Wealthtender
Pair Nitrogen’s client-experience tools with Wealthtender’s social proof to build visible trust.
Read the guide →Asset-Map
Asset-Map + Wealthtender
How Asset-Map’s visual planning and Wealthtender’s reviews create a client-acquisition flywheel.
Read the guide →Ready to grow and win with Wealthtender?
The platform behind these guides: compliant client reviews, AI-ready advisor profiles, and the off-site presence that earns trust before the first conversation.
Compliant client reviews
Collected and shown in a manner designed for SEC Marketing Rule compliance, with required disclosures on every review.
Get found in AI search
High-authority advisor profiles structured to be surfaced and cited by AI answer engines.
Your off-site front page
A credible third-party profile that builds trust with prospects and AI tools before the first conversation.
Scales across your firm
What works for one advisor deploys across the team, turning every advisor into a discoverable trust signal.