Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How to Master Testimonials in The Modern Age - Ep. 64

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor.Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook).

Andrew served for five years in the Navy as a Surface Warfare Officer, including two deployments on the world’s finest Destroyer, USS O’Kane.

Andrew earned his MBA from the University of Virginia and his BS from Davidson College. He resides with his family in Denver, CO.

Key Podcast Takeaways:
Testimonials are a Blue Ocean: Unlike other industries, financial advisors have a unique opportunity to dominate local search results through testimonials and reviews.

Compliance is Key, But Not a Roadblock: Platforms like TestimonialIQ are built to navigate SEC and FINRA regulations, making it easier than ever to leverage testimonials.

Client Love is Real: Advisors are often surprised by the positive feedback they receive when they start actively soliciting testimonials and reviews.

Reviews Drive Conversions: Prospects often make their final decision based on positive online reviews, even after months of consideration.

Adapt to Shifting Consumer Behavior: Today's consumers are conducting extensive online research before contacting advisors, making online presence more critical than ever.

Connect with Andrew:
https://www.linkedin.com/in/andrew-b-johnson/
https://www.testimonialiq.com/
https://www.kitces.com/blog/financial-advisor-google-reviews-sec-marketing-rule-testimonials-advertisements/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

Sign-up for our newsletter:
https://dominion-enterprise-services.kit.com/9944b047d9

Contact Catherine's Team:
[email protected]

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