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Wealthtender Unveils Innovative Advisor Marketing App to Compliantly Promote Client Testimonials


Testimonial Marketing Studio™ debuts to market acclaim and reinforces Wealthtender’s commitment to helping advisors convert more leads into clients.

Moneylenderthe leading advisor search directory website, visited by half a million consumers annually, and the industry’s first online review platform designed for compliance, enhances advisors’ ability to attract new clients by proactively promoting their referrals on fast-moving social media. posts and campaigns to promote prospects.

With the launch of Testimonial Marketing Studio™ today, advisors and their marketers get a compliance-friendly tool to unlock the full potential of their online reviews and convert more leads into clients.

With the launch of Testimonial Marketing Studio™ today, advisors and their marketers get a compliance-friendly tool to unlock the full potential of their online reviews and convert more leads into clients:

  • Access to a growing library of professionally designed video and image templates
  • Import online reviews from Wealthtender into Studio projects in just two clicks
  • Create responsive social media content and marketing material in two minutes

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“Wealthtender has pioneered a process and platform for advisors to collect and publish online reviews in compliance with regulations,” he said Brian ThorpeFounder and CEO of Wealthtender. “Today, we’re proud to introduce another industry first with the launch of Testimonial Marketing Studio, which enables advisors and their marketing colleagues to promote client referrals in a compliant manner. By adding this innovative application to their technology suite, advisors gain a powerful new tool to increase the effectiveness of their marketing initiatives at a nominal cost.”

Denise Milano Sprungdirector of marketing at Mitlin Financial, was impressed with how easy the app is to use and what a time saver Testimonial Marketing Studio™ offers. While Sprung says she’s adept at Canva, she estimates it would take about 15 minutes to create a compliant social media graphic outside of Testimonial Marketing Studio™, and up to 40 minutes for employees less familiar with the popular design tools. This time saving means more time can be spent serving clients.

“Wealthtender’s Testimonial Marketing Studio is very user-friendly,” said Sprung. “With just a few clicks, you have a review on a worthwhile chart.”

Mitlin Financial has tripled in size over the past four years through organic growth.

More than 80 percent of people read online reviews of doctors and lawyers before starting an employment relationship, demonstrating the importance of testimonials in professions where hiring decisions are heavily based on trust. When the Securities and Exchange Commission (SEC) finalized its marketing rule four years ago, it opened the door for advisors to follow in the footsteps of doctors and lawyers who collect online reviews and use testimonial marketing tactics to build their businesses.

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“Since the SEC marketing rule went into effect in 2021, Wealthtender has helped advisors and wealth managers across the country collect thousands of five-star reviews from their clients,” said Thorp. “With today’s launch of Testimonial Marketing Studio, we’re excited to give advisors another way to share with prospects the impact they’re having on their clients’ lives.”

Wealthtender offers Testimonial Marketing Studio™ through its Marketing Pro tier 79 dollars month, which includes professionally designed video and image templates, the ability to create engaging social media content with reviews imported from Wealthtender, plus editing features to optimize design elements and compliance. Discounted pricing is available for annual subscriptions and wealth management companies that partner with five or more advisors.



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