Month: December 2022

Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)

Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)

With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. 

In this episode hosted by Lara Galloway, featuring Brian Thorp, founder of Wealthtender, you will learn how advisors can successfully and compliantly get started with testimonial marketing to grow their business. Whether you’re SEC or state-registered, your questions will be answered with guidance on how you can make the most of this historic opportunity if you have the green light and suggestions on how to compete on an uneven playing field if you don’t.

3 Learning Objectives or Takeaways for Advisors from this Podcast: 

  • The importance of establishing effective policies and procedures for testimonials and the tools and resources available to assist in their preparation
  • Understanding the pros, cons, benefits, and risks of collecting and promoting testimonials on various online review platforms, and/or your own advisory firm website
  • Gain practical and proven ideas for tactfully collecting and thoughtfully promoting testimonials to compliantly grow your business, including tips for delivering even more effective seminars and webinars

Wealthtender Promo:

When you visit Wealthtender as an advisor, you’ll find a lot of great information out there to learn more about the various benefits that are available to advisors in our community.

If you sign up with the code glove we’re happy to offer 50% off the first two months for any advisors that are listening to this podcast.


Connect with Lara Galloway: 

Connect with Brian Thorp: 

About Brian: 

Brian Thorp is the founder and CEO of Wealthtender, an industry-leading digital marketing service dedicated to helping financial advisors get more clients online at an affordable monthly cost. Brian founded Wealthtender in 2019 after a 22-year career with Invesco where he led the US national account team responsible for wealth management firm partnerships representing over $100 Billion in assets under management. 

On a personal note, Brian and his wife call Houston, Texas home, though their digital nomad lifestyle experiments have taken them to Mexico, Miami, and their next step — Santa Monica. 

Double Your Business in Three Years or Less (Ep. 5)

Double Your Business in Three Years or Less (Ep. 5)

Not just any advisor can double their business in 3 years or less. 

Are you willing to find out what it takes?

In this week’s episode, we sit down with industry expert and managing partner at Advice2Advisors, Dan Collison, to discuss what it takes for advisors to achieve this goal.

Dan shares a comprehensive look at the measuring tools used in vetting the advisors he works with and the methodologies top producers in North America have used to gain success.

Dan and Lara discuss:

  • Proven tools for measuring character strengths and grit
  • The 3 confidences of top producers 
  • Setting a growth plan and the four methodologies of prospecting
  • The science of referability


Website: Advice2Advisors 

Connect with Client: 

LinkedIn: Daniel Collison 

About our Guest: 

Dan has over thirty years of experience in the financial services industry, having worked for many years as a practitioner. His primary focus and passion has been on the education and development of financial advisors with a specific emphasis on ensuring a comprehensive, holistic approach to financial planning. Dan has developed and delivered hundreds of programs for training, mentoring, and coaching advisors of all tenure – using a combination of positive psychology coaching and goal-centered coaching. He regularly presents seminars and keynote addresses to prospects, clients, advisors, and management teams. Dan teaches Personal Financial Management in the MBA Program at Schulich School of Business, York University, and is the acclaimed author of The Financial Advisor’s Guide to Excellence, Carswell Publishing. His forthcoming book, Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors, will be out early next year.