The way financial advisors market themselves is evolving—and testimonials are leading the charge. Brian Thorp, founder of WealthTender, joins us to break down how SEC rule changes have opened the door for compliant client reviews.

WealthTender, the first SEC-compliant review platform, helps over 500 advisors use testimonials effectively. For just $49/month, advisors gain visibility without referral fees or commissions—making it accessible and authentic for both advisors and the 500,000+ annual site visitors.

Brian outlines the three key disclosures for compliance and shares WealthTender’s recent partnership with AGC, building community and connection for 150+ advisors.

We also explore tools on the horizon to promote reviews across digital channels. If you’re ready to modernize your marketing and stand out, this episode is your roadmap.

Brian's Social and Website:

https://wealthtender.com/

https://www.linkedin.com/in/briancthorp/

Music in this episode was obtained from Bensound.