Advisor Updates from Wealthtender | December 2, 2024

Howdy! 👋

I hope you enjoyed Thanksgiving and your December plans include a little time off to celebrate the holidays with family and friends.

At Wealthtender , we’re busy putting a bow on an exciting new feature that we’ll announce soon. 🎉

In the meantime, I hope you’ll consider joining us and/or your peers for one or more of the upcoming events later this week and in the new year.

1️⃣ Webinar: SEO Tips for 2025 (Thurs, Dec. 5)

2️⃣ Upcoming Events

3️⃣ Refer & Earn

- Brian Thorp, Wealthtender Founder

1️⃣ Webinar: SEO Tips for 2025

Search Engine Optimization (SEO) helps your website be seen when prospects search for answers to their financial questions.

But what is SEO on a practical level? How can you stand out in a crowded market? How is SEO evolving? What questions should you be asking when mapping an SEO game plan?

We will address these questions and more in this webinar featuring Lauren Hong, President & CEO of Out & About Communications, and Diana Cabrices , Wealthtender Chief Evangelist.

When: Thursday, December 5th - 1 pm ET / 10 am PT

🎯 Click Here to Register Now: SEO Tips for 2025

2️⃣ Upcoming Events

⌛ Time is running out to join The AGC™ at the current price before the cost of membership increases in January. If you’re looking to join an advisor community where you can grow personally and professionally alongside 160+ peers, sign up for the upcoming discovery session:

• Date: Monday, December 9th

• Time: 1 pm ET / 10 am PT

• Click Here to Register: AGC Discovery Session

🤝 Exclusive AGC Member Event: Existing AGC members (and new members who sign up this month) can join this comprehensive seminar exploring the critical strategies and insights needed to navigate the rapidly evolving landscape of mergers and acquisitions (M&A). Led by David Wood, Founder & Chief Visionary Officer of Gateway Financial Partners, attendees will gain valuable knowledge about the latest trends, effective negotiation tactics, and essential steps to prepare their practices for acquisition.

• Date: Monday, January 13th

• Time: 1 pm ET / 10 am PT

• Current AGC Members: RSVP Here

✈️ Immersion2025, taking place next March in Kansas City, Missouri, will be the second advice-only and flat fee financial advisor conference in our industry’s history. Hosted by Sara Grillo, CFA and attended by multiple advisors in the Wealthtender community and beyond, you can expect peer-to-peer interaction and practical, hands-on learning. Spots are limited.

• Dates: March 12-13, 2025

• Learn More and Register for Immersion2025

3️⃣ Refer & Earn

I’m grateful to so many of you who continue to encourage advisors in your network to join Wealthtender. Thank you!

Today, it’s easier than ever for you to refer advisors interested in signing up. And we love showing our gratitude by sending you a $50 Amazon Gift Card when advisors you refer join Wealthtender.

When you’re signed into your Wealthtender account, simply visit this page and pop in an advisor’s name and email address. Simple as that!

That’s it for today!

Thanks again for choosing Wealthtender as your digital marketing partner. 😊

If I can be of service to you, please reply or schedule time for us to jump on a Zoom call.

- Brian Thorp (brian@wealthtender.com), Wealthtender Founder & CEO

Not yet a member of the Wealthtender community?

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