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 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 Hosted on Acast. See acast.com/privacy for more information.