Wealthtender is an online directory where consumers find financial advisors. For more on what it offers and why we recommend it, see our Vendor Spotlight: Wealthtender. Setting up your profile is quick. Here are the steps.
Get your profile content. Send us a chat, and we will put your profile content together for you, drafted from what we already know about your niche, so you just review and adjust it.
Sign up at Wealthtender. Go to Wealthtender's advisor page, choose the Convert tier at $59 a month, and enter the code UNCOMPARABLE at checkout for 50% off your first two months. It takes about two minutes.
Send Wealthtender your draft. You will get a welcome email from Wealthtender's founder, Brian Thorp. Reply to it with the content you built in Studio, and Wealthtender will pull your logo and colors from your website.
Review your profile and turn on your features. About a day later, Wealthtender publishes your profile for you to review and edit. Then complete the short opt-in form to add media opportunities and up to four specialist directories. The profile content we send you will indicate which directories to choose.
That is the whole setup, and your profile can be live within a couple of days. And you can check that off your marketing plan.