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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
Who Should Attend?
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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.
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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.
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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.
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Business Consultants
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Professional Advisors
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Business Owners
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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.
Meet Brian Thorp:
Brian Thorp is the Founder and CEO of Wealthtender, an online marketplace connecting individuals and business owners with financial advisors who specialize in areas most important to their unique needs. Wealthtender is also the industry’s first financial advisor online review platform compliant with the new SEC Marketing Rule.
Prior to Wealthtender, Brian was the Head of Financial Advisor Platforms at Invesco and served in multiple senior roles during his 22-year tenure.
Brian is also an active angel investor who enjoys working with entrepreneurs to help them grow.
Meet Diana Cabrices:
Diana is Wealthtender Chief Evangelist, a wealthtech growth expert and founder of Diana Cabrices Consulting.
With a proven track record of success in the wealthtech space and a reputation as a leading voice on the value of digital marketing for financial advisors, Diana's experience and passion align perfectly with Wealthtender's mission to help financial advisors attract their ideal clients online and accelerate business growth.
Prior to Wealthtender, Diana was VP of Enterprise Development at Snappy Kraken where she worked directly with the CEO and CRO on enterprise sales, and managed their largest enterprise accounts, including Barron's top-ranked IMOs, broker/dealers, and RIAs.