The SEC’s new marketing rule resulted in sweeping changes to how firms can market themselves and interact with investors. Fortunately, modernization of archaic regulations has seen digital platforms take the lead to meet compliance demands.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Brian Thorp, founder and CEO of Wealthtender, aka, the “Yelp” for financial advisors.
Shannon and Brian discuss:
- What the latest SEC marketing rule means for advisors
- How advisors can leverage online reviews to grow their practice
- Why online reviews can have a significant impact on SEO
- How Wealthtender’s Certified Advisor Reviews are designed to comply with the new SEC rule
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About Our Guest:
Brian Thorp is the CEO and founder of Wealthtender. He and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
