Please ensure Javascript is enabled for purposes of website accessibility
In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand how Amplify Reviews is reshaping the way financial advisors utilize client feedback in a way that is compliant with the new SEC marketing rule. Are you curious about enhancing your practice's visibility and credibility through online reviews? Do you want to grasp the best practices for requesting and managing client reviews in a compliant manner? Find out the answers to these questions and more in this insightful episode with Whit Lanier.

Grow Your Business Via Online Reviews w/ Whit Lanier

In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand how Amplify Reviews is reshaping the way financial advisors utilize client feedback in a way that is compliant with the new SEC marketing rule. Are you curious about enhancing your practice's visibility and credibility through online reviews? Do you want to grasp the best practices for requesting and managing client reviews in a compliant manner? Find out the answers to these questions and more in this insightful episode with Whit Lanier.

Connect on LinkedIn:
Rory Henry
Whit Lanier

Learn more about
Arrowroot Family Office
Amplify Review

Grow Your Business Via Online Reviews w/ Whit Lanier

In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit’s journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand how Amplify Reviews is reshaping the way financial advisors utilize client feedback in a way that is compliant with the new SEC marketing rule. Are you curious about enhancing your practice’s visibility and credibility through online reviews? Do you want to grasp the best practices for requesting and managing client reviews in a compliant manner? Find out the answers to these questions and more in this insightful episode with Whit Lanier.

Author

Related Posts

Rick Bookstaber

Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX

Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A... read more

Bridging Generations: Dr. Preston Cherry’s Strategy on Balancing Wealth and Well-Being

In this engaging episode, Rory Henry sits down with Dr. Preston Cherry, a leader in financial planning and education. Together,... read more

Wait…My Property Tax Bill is How Much?

In this episode, Rory speaks with Josh Malancuk, President of J.M. Tax Advocates, about property tax management and appeals. Discover... read more

Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning

In this episode, Rory Henry is joined by guest co-host Crystal Wampler to interview Matt McClintock, co-founder of Evergreen Legacy... read more

Financial Therapy for CPAs and Advisors - Dr. Kristy Archuleta

Financial Therapy for CPAs and Advisors – Dr. Kristy Archuleta

In this episode, Rory speaks with Dr. Kristy Archuleta, a professor at the University of Georgia, about financial therapy and... read more

Best Life Plan: Transformational Values-Based Advice

In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform... read more

Amber Setter of Counscious

Conscious CPA – How to build up and not burn out employees

Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber... read more

Sam Altman OpenAI News, Hybrid Work & The Future of Advisory

In this episode, Rory sits down with Dave Hartley, Partner in Charge of Advisory at Anders CPAs + Advisors, to... read more

Strategies for working with High Net Worth Clients

Strategies for working with High Net Worth Clients

Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth... read more

Venture Capital Fundraising w/ Jason Yeh

In this episode, Rory Henry welcomes Jason Yeh, founder of Adamant Ventures, to explore the world of venture capital and... read more