White Glove Partners With Wealthtender To Leverage Testimonials

Marketing And Lead-Generation Services Firm Teams With SEC-Compliant Online FA Review Platform To Generate Leads And Conversions

On the second anniversary of the effectiveness of the SEC’s Rule 206(4)-1, commonly called the “Marketing Rule,” marketing firm White Glove announced a partnership with Wealthtender, what the company calls the first SEC-compliant online financial advisor review platform, to leverage testimonial marketing to attract leads and generate conversions.

Prior to the Marketing Rule, the SEC prevented client testimonials in financial advisor advertising, but the new rule allows it – within defined parameters – along with other changes.

Through the partnership, clients of White Glove, a portfolio company of Rockbridge Growth Equity, will receive discounted pricing to join Wealthtender, including free setup of an SEC-optimized profile page, a testimonial marketing playbook, quick-start checklists and templates at no cost.

“Wealthtender offers an SEC-compliant solution that empowers advisors to share client testimonials with workshop participants, increasing their likelihood of scheduling a meeting with the advisor,” said Lara Galloway, Senior Vice President of Channel Management at White Glove. “This partnership represents a tremendous opportunity for advisors to take advantage of the power of client testimonials in growing their business, and we are excited to help them do so in a compliant and effective manner.”

White Glove’s marketing services include digital seminar marketing, lead-generating workshops, client engagement solutions and lead nurturing services, and the firm provides a guarantee of success for clients.

Brian Thorp, CEO and Founder of Wealthtender, said, “In the coming weeks, White Glove and Wealthtender will host virtual events and office hours for advisors ready to turn their client testimonials into an evergreen source of digital referrals. Advisors who are already collecting client testimonials on our platform will learn how they can enhance their marketing strategies by employing White Glove’s industry-leading seminar marketing solutions to further grow their business.”

In March, White Glove launched an estate planning tool, and in January, it announced the simplification of its pricing structure.

Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.