After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to aid in prospecting.
Since nature – and the financial services industry – abhor a vacuum, Wealthtender, a digital marketing services company, moved quickly to develop the first financial advisor review platform designed for compliance with the new SEC Marketing Rule.
White Glove, a pioneer and long-time leader in the digital marketing seminar arena, saw the makings of a perfect pairing and recently announced a partnership with Wealthtender to enable advisors to maximize the full potential of testimonial marketing.
New ways to generate more prospective leads
“We’re continuously exploring new and innovative ways to help our advisors generate more appointments from the educational workshops they host in their communities and online,” said White Glove Senior Vice President of Channel Management, Lara Galloway. “This partnership represents a tremendous opportunity for advisors to take advantage of the power of client testimonials in growing their business, and we are excited to help them do so in a compliant and effective manner.”
Through the partnership, White Glove clients have discounted access to the Wealthtender platform, including free Done-for-You setup of their SEO-optimized profile page, plus an easy-to-follow testimonial marketing playbook, quick-start checklists and templates at no cost.
Both firms will host informational virtual events and office hours to help advisors learn more about how the White Glove/Wealthtender partnership can empower them to attract new leads and convert them to long-lasting clients.
Wealthtender Founder and CEO, Brian Thorp, said, “Advisors who are already collecting client testimonials on our platform will learn how they can enhance their marketing strategies by employing White Glove’s industry-leading seminar marketing solutions to further grow their business.”
For more information regarding this partnership, click here.
