Can financial advisors finally use online reviews and testimonials — compliantly — to grow their firms?

In this exclusive interview, TheAdvisorCMO Roy Furr sits down with Brian Thorp, Founder & CEO of Wealthtender, to uncover how compliant online reviews are transforming financial advisor marketing and giving independent RIAs and financial advisors a real competitive edge.

Inside this episode, you’ll discover:

✅ The full story behind the SEC Marketing Rule — and what changed after six decades of testimonial bans

✅ Why 83% of prospects check online reviews before contacting a financial advisor — and how only 10% of advisors are taking advantage

✅ How compliant Wealthtender reviews help advisors dominate search, boost trust, and attract ideal clients

✅ The new power of AI answer engines (like ChatGPT) — and how reviews written by real clients feed algorithms to recommend you over competitors

✅ How to safely promote individual testimonials — on your website, in social media, or even on billboards — without crossing compliance lines

Brian shares insider data from Wealthtender’s 2025 national study on how Americans find and hire financial advisors — and explains why testimonial marketing is now one of the most underused and highest-ROI strategies in the industry.

📊 Read the 2025 Study on How Americans Find & Hire Financial Advisors: https://wealthtender.com/insights/how-americans-find-and-hire-financial-advisors/

📘 Download the Testimonial Marketing Playbook for Financial Advisors & Wealth Management Firms: https://wealthtender.com/grow/online-reviews-playbook-download-now/

👉 Learn more about the Wealthtender Financial Advisor Marketing Platform: https://wealthtender.com/financial-advisor-marketing/

🔔 Subscribe to Daily Discovery Calls for Financial Advisors — the podcast that helps you attract more leads, book more calls, and grow your firm every week.