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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