Navigating Wealth With Transparency and Trust With Brian Thorp

Brian Thorp is the Founder, CEO, and Editor-in-Chief of Wealthtender, the industry's first SEC-compliant online review platform for financial advisors and a leading independent financial advisor directory. Under his leadership, the company has become a vital resource for half a million consumers annually, helping them connect with knowledgeable financial advisors. Before founding Wealthtender in 2019, Brian had a successful 22-year career with Invesco, where he led a team managing wealth management firm partnerships with over $100 billion in assets. He is also an active angel investor who enjoys working with entrepreneurs to help them grow.

In this episode…

In a world filled with financial uncertainties, having a reliable source for guidance is crucial. With so many options available, how can you determine where to begin your search for a trustworthy financial advisor?

Brian Thorp, an experienced financial services professional, provides a solution to these questions by offering an SEC-complaint online review platform for financial advisors. He shares how he created his company to help Americans reduce money stress by connecting them with qualified financial advisors. He explains how he designed the platform like other trusted directories, such as those for doctors or lawyers, but uniquely focuses on financial advisors. Brian discusses how his firm is working to enhance transparency by allowing consumers to read verified reviews of financial advisors. The conversation also delves into the importance of matching specific client needs with advisors with the right expertise, whether handling equity compensation for tech professionals or offering hourly financial planning services.

In this episode of The Customer Wins, Richard Walker interviews Brian Thorp, Founder and CEO of Wealthtender, about creating transparency in the financial advisory industry. Brian discusses how Wealthtender reduces money stress for Americans, the spectrum of clients the firm serves, how it enhances advisors' online reputations, and the impact of AI on Wealthtender's content and search visibility.