Over 80% of consumers say they read online reviews of trust-based professionals, i.e. doctors and lawyers, when deciding who to hire.

Yet for the past 60 years, financial advisors have been banned from promoting client testimonials within their marketing. Now that the prohibition is over, and the SEC (and an increasing number of states) permit advisors to request and promote client testimonials online, get ready to see similar statistics among consumers hiring financial advisors in the years ahead.

Advisors who don't make online reviews part of their marketing strategy will undoubtedly fall behind, meanwhile nearby and/or niched-down advisors with positive reviews will be much more likely to get the call.

Join Diana Cabrices and Brian Thorp from Wealthtender, to learn how you can take advantage of this once-in-a-generation opportunity to get a head start on a powerful way to grow your business.

Learning Objectives:

  • The power of client testimonials for trust-based professionals, what we can learn from other industries already leveraging testimonials, and why they're crucial to advisor marketing success.
  • The pros, cons, benefits, and risks of promoting testimonials on various online review platforms and/or your own advisory firm website.
  • Practical and proven ideas for tactfully collecting and promoting testimonials to grow your business compliantly and what we've learned as advisors have received hundreds of online reviews from their clients through our platform.

Thank you to our Sponsors

Event Details

Date: Tuesday, December 12, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
Register Now

Who Should Attend?

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Business Consultants

  • Professional Advisors

  • Business Owners


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.