Brian Thorp
Founder and CEO at Wealthtender
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Articles
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1 week ago |
fa-mag.com | Brian Thorp
One of the reasons we hear from financial advisors who hesitate or don’t participate in testimonial marketing is the fear of exposing their clients’ information, and especially concerns that clients won’t want their names displayed publicly. When it comes to the latter, advisors will often assume this without having consulted with their clients.
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2 weeks ago |
wealthtender.com | Brian Thorp
Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits.
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2 weeks ago |
parentportfolio.com | Brian Thorp
Everyone chooses to handle their money differently. Some people are staunch savers or investors, while others are more than happy to drop a few extra dollars here or there for an expensive latte. Some folks only earn money for themselves, while others support families. Solving everyone’s unique financial challenges with cookie-cutter financial planning services is impossible.
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3 weeks ago |
wealthtender.com | Brian Thorp
Are you an author? Learn how financial advisors who specialize in serving authors can help you enjoy life more with less money stress. Writing may be your passion, but when it comes to managing the income it generates, things can get complicated—fast. Royalties fluctuate, advances are unpredictable, and self-employment taxes can feel like a mystery novel with no satisfying ending.
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1 month ago |
advisorperspectives.com | Brian Thorp
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I recently debunked the myth that client testimonials are compliance nightmares. That’s one of a dozen excuses we hear from financial advisors who have yet to implement this powerful marketing tool. Two other intertwined myths are that testimonials aren’t great sales generators and that they’re too braggadocious.
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Ready to take control of your money? Online courses can help you build confidence, improve your financial habits, and reach your goals—on your schedule. #personalfinance #money https://t.co/jN1HhXqBL2 https://t.co/Gmhq6B1gcJ
A new article with 💬 from Brian Peterson published on Wealthtender. #wealthtenderquotes https://t.co/fVirslcZpN Disclosure: Wealthtender earns money from financial professionals & advisory firms in exchange for marketing services. This creates a conflict of interest when we
Women and men often approach financial priorities differently. Women are more likely to focus on emergency savings, long-term care, and caregiving responsibilities—reflecting a broader view of financial security. #personalfinance #money https://t.co/iGPVpTXg5y https://t.co/nSAlePi0hw