⭐ Compliant Online Reviews for Financial Advisors — Featuring Wealthtender CEO Brian Thorp
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 marketin…
How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors
Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.com/) on how to use testimonials to optimize your content and improve AI-driven personalization.From …
The Trust Factor: Brian Thorp of Wealthtender on How Reviews, Reputation, and Brand Drive Growth
In this episode, Ang Giombetti talks to Brian Thorp, CEO and Editor in Chief at Wealthtender, on the evolution of advisor testimonials, branding and more.
Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. ©2026 Wealthspire
This presentation is fo…
Wealthtender with Brian Thorp | E432
Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes using testimonials safe and simple by automatically embedding required regulatory d…
111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender
How can financial advisors get found in AI search, build trust faster, and use online reviews in a compliant way?In Episode 111 of The Influential Advisor Podcast, Paul G. McManus interviews Brian Thorp, Founder and CEO of Wealthtender, about one of the biggest opportunities in advisor marketing to…
Building Trust Beyond Referrals: Testimonials and AI Search
In today's landscape, a referral is no longer the finish line. While referrals remain one of the most powerful drivers of new business, prospective clients search online, read reviews, and form opinions long before they ever schedule a meeting. On this episode of Managing your Practice, host Stephe…
How Financial Advisors Can Use Testimonials Without Compliance Trouble with Brian Thorp (Ep. 18)
Online reviews can shape whether a prospect reaches out or keeps scrolling. But for financial advisors, testimonials come with compliance concerns, disclosure requirements, and questions about where reviews should live.
In this episode, Andrew Evans speaks with Brian Thorp, Founder and CEO of Weal…
Put Consumers in Charge of Finding Advisors with Brian Thorp | Financial Planner Search
In this episode of Financial Planner Search, Brian Thorp, founder of WealthTender, discusses why most people who never work with a financial advisor still distrust the profession and how online reviews and consumer-controlled search can change that. After 22+ years in corporate wealth management, B…
Ep. 113 – 3 Must-Have Reputation Strategies for Client Acquisition with Brian Thorp
The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and credibility now play an important role in the decision to meet with you and, hopefully, work with you. They discuss what advisors can…
AI, Algorithms & Advisor Success: How Wealthtender Wins in the Age of AI Search
In this Only Human episode, Yohance Harrison talks with Brian Thorp, founder of Wealthtender, about financial advisor reviews, SEO, AI, and the future of advisor tech. Brian shares how Wealthtender helps advisors collect compliant client reviews, improve visibility in Google and AI search tools, an…
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