About this episode

Jason Pereira interviews Brian Thorp about Wealthtender, a platform for finding financial advisors through compliant online reviews.

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 disclosures that standard review sites like Google miss, allowing advisors to easily import existing feedback and solicit new reviews without "cherry-picking" only their best clients. Because the platform ranks highly on search engines, these compliant testimonials easily surface on Google and feed directly into AI tools like ChatGPT and Gemini. This significantly boosts an advisor's online discovery and builds immediate trust with everyday consumers looking for financial advice. This episode is a must-listen for financial advisors looking to safely grow their online reputation and digital footprint under modern compliance rules. Episode Highlights: 00:00 Welcome and Guest Intro 00:27 What Is Wealthtender 01:04 Origin Story and SEC Rule Shift 02:29 Why Google Reviews Fail 04:28 Advisor Onboarding Experience 05:46 Using Testimonials Everywhere 07:30 How Reviews Are Collected 09:14…

People in this episode

Host: Jason Pereira

Guest: Brian Thorp

Topics covered

• financial advisors
• online reviews
• compliance
• digital reputation
• AI tools

Keywords

• Wealthtender
• financial advisors
• online reviews
• SEC rule change
• testimonials
• digital footprint
• AI search

Mentioned in this episode

Organizations: Wealthtender, Google, ChatGPT, Gemini

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