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 Measuring Impact and Visibility
10:27 AI Search and AEO Strategy
12:16 Advisor Wins and Social Proof
15:13 Future Roadmap in AI Era
16:59 Transparency and Buying Decisions
21:48 Rapid Fire Closing Questions
28:02 Wrap Up and Sponsor Message
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
Wealthtender
LinkedIn - Brian Thorp’s LinkedIn
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