Latest / Financial Planner Search
Put Consumers in Charge of Finding Advisors with Brian Thorp | Financial Planner Search
In this episode of Financial Planner Search, Brian Thorp, founder of WealthTender, discusses why most people who never work with a financial advisor still distrust the profession and how online reviews and consumer-controlled search can change that. After 22+ years in corporate wealth management, Brian built WealthTender as one of the first platforms where Americans can read advisor reviews the way they already do for doctors and attorneys, once SEC rules finally allowed client testimonials.Brian walks through the perception gap that still defines the industry: people who work with advisors…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.