How Advisors Can Turn Leads Into Lifelong Clients With
Testimonial Marketing
Available on Demand
For the first time in the industry, financial advisors have the ability to capture, display, and leverage client testimonials with the SEC’s blessing.
Testimonials are one of the highest factors in building trust for the modern advisor. Now, WealthTender has pioneered a platform purpose-built for advisors to leverage their trust-building power.
At Evergreen, we’re fully bought in and want to share the power of their platform with advisors everywhere.
This webinar will show you how the platform works – and more importantly – how to accelerate the trust-building process with ideal prospects!
Hosted by:
Register Here
Available On Demand
Meet the Hosts
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Founder of Evergreen Financial Marketing
Daniel and his team specialize in helping advisors grow and leverage their best asset: trust. His content + funnel process helps advisors scale their relational influence and attract better prospects.
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Brian Thorp is the founder and CEO of Wealthtender, an industry-leading digital marketing service dedicated to helping financial advisors get found online and convert more prospects into clients.
Brian founded Wealthtender in 2019 after a 22-year career with Invesco where he led the US national account team responsible for wealth management firm partnerships representing over $100 Billion in assets under management.
On a personal note, Brian and his wife call Houston, Texas home, though their digital nomad lifestyle experiments have taken them to Mexico, Miami, California, and their current home in Austin, Texas.
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Diana Cabrices is Chief Evangelist at Wealthtender and the founder of Diana Cabrices Consulting.
Since entering the industry in 2017, Diana has supported thousands of financial advisors in implementing technology and strategies across customer relationship management, marketing, branding, succession planning, M&A, and more.
When she’s not evangelizing advisor tech, she’s usually planning her next trip (18+ countries and counting), elevating women as a birth doula, and spending time in the beautiful mountains of Colorado, where she currently lives.
This is a big deal. Here’s why.
The advent of the SEC’s new marketing rule made headlines when they opened the door to testimonials. The problem?
Many advisors didn’t have clear enough direction on how to avoid penalties. Firms eager to take advantage of testimonials were often taking a significant risk.
We know first-hand. We helped our clients create them and the due diligence required was… frustrating.
A purpose-built solution.
So when we met the team at WealthTender, getting to know them jumped to the top of our to-do list. We’ve been impressed at their thorough approach and user-friendly platform at every turn.
That’s why to kick off 2024, Evergreen became a formal partner, helping bring their platform to more advisors.
Did you know we offer full-service setup and integration with WealthTender for our clients?
For our monthly clients, we offer a 1 time set-up fee (inquire) with our strategic partners at WealthTender. This project includes:
Create your WealthTender profile and branding
Set up your review collection process
Train your team on how to add the correct disclosures for each review
Create your review request strategy for clients and COIs
Create templates from emails to brochures for requesting reviews
As the reviews start rolling in, we also ensure they consistently appear in your content marketing on your website, social media, and email communications.
