Brian's Bio:

As the founder and CEO of Wealthtender, I'm proud of our growing impact in helping thousands of Americans each month make more informed and educated decisions, whether hiring a financial advisor or managing money on their own.

Since founding the company in 2019, Wealthtender has become an industry-leading digital marketing platform providing hundreds of financial advisors with impactful benefits to rank higher in search engines, build authority online, and accelerate the growth of their business.

We also know regulatory change creates opportunities for marketplace disruption. After 60 years of prohibition, the Securities and Exchange Commission (SEC) changed its rules, permitting financial advisors to solicit and promote client testimonials in their marketing activities. With thousands of hours spent evaluating all aspects of the new SEC Marketing Rule and adapting our platform accordingly, Wealthtender launched the first SEC-compliant financial advisor online review platform. 

Wealthtender reaches tens of thousands of people each month who visit wealthtender.com, follow us on social media, and view our content syndicated nationally on sites like MSN.com, Associated Press affiliates, and popular personal finance websites.

Our story is just getting started. I'm grateful for the financial advisors in our community, friends throughout the industry, and consumers we hear from each month who inspire us to reinvest in our business, so we can continue in our mission to help millions of Americans enjoy life more with less money stress.


Social:

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

Music in this episode was obtained from Bensound.