If you’ve been in the financial marketing space for a minute, you already know Wealthtender isn’t new to the testimonial game. In fact, they’ve been a go-to platform for SEC-compliant testimonial collection, approval workflows, and disclosure management since long before most advisors even realized they could legally use client reviews.
But now? Wealthtender just raised the bar.
Introducing the Testimonial Marketing Studio™- A Brand New Add-On for Beautiful Review Promotion
While the core Wealthtender platform continues to streamline how financial professionals ask for, manage, and stay compliant with testimonials, the newly launched Testimonial Marketing Studio™ takes things a step further. This isn’t about collecting reviews, it’s about promoting them beautifully.
Think:
✅ Stunning templates for social media posts
✅ Website widgets to showcase praise in brand-aligned ways
✅ Customizable visuals and layouts that turn client feedback into scroll-stopping, trust-building content
Additionally, it’s no longer enough to have testimonials, you need to market them like a pro. That’s where the Studio shines. According to Brian Thorp, CEO of Wealthtender, the new Testimonial Marketing Studio™ would help advisors be part of the top 1% of professionals who promote testimonials in their marketing activities. This practice can eventually lead to converting prospects.
From Compliance to Creativity- Without Skipping a Beat
The beauty of this launch is that it integrates seamlessly with what advisors are already doing on Wealthtender. You’re still backed by compliance guardrails, still getting help with disclosures, and still fully aligned with SEC rules. Ultimately, what’s the difference now? You get a creative toolkit to bring those testimonials to life- on your website, LinkedIn, email campaigns, or wherever your prospects are engaging.
This is marketing that feels modern, looks polished, and stays compliant. No design background required. No extra software needed. Just plug into the Studio and start showcasing the love your clients are already giving you.
TL;DR Let’s Break It Down:
Wealthtender isn’t new.
They’ve been helping financial advisors collect and manage SEC-compliant client testimonials for years.
What’s new is the Testimonial Marketing Studio.
It’s an add-on that lets you turn those client reviews into eye-catching, professional-looking designs.
Think: Canva for advisors.
Create branded visuals, social media posts, and website graphics- no design skills needed.
It’s still fully compliant.
Every step is built with SEC rules in mind, including disclosures and approvals.
Why it matters:
People don’t just want to read about trust- they want to see it. This studio helps you show off client praise in a way that builds credibility and attracts new business.
The big idea:
You already have great testimonials. Now you can promote them beautifully, easily, compliantly, and effectively.
Summary
In conclusion, the reviews are in, but until now, they often sat quietly on a page. Wealthtender’s Testimonial Marketing Studio gives financial advisors the power to turn client praise into powerful, polished marketing assets. It’s compliant. It’s creative. And it’s the missing link between trust and visibility.
Ready to elevate your testimonial game? Explore the new Studio at wealthtender.com/testimonial-marketing-studio
If you’d like to see the complete webinar of Wealthtender’s Testimonial Marketing Studio™ walk-through, check out the webinar below.
