Growing Your Advisory Business with Online Reviews
Author: Brian Thorp
Publisher: Wealthtender
Published: 2021-12-15
Total Pages: 52
ISBN-13:
DOWNLOAD EBOOKAre you a financial advisor ready to get started with testimonials and online reviews to grow your business? The SEC Marketing rule opens the door to new opportunities. And new risks. This step-by-step playbook will help you compliantly turn your online reviews into an evergreen source of digital referrals. Inside the playbook, you'll learn how to: Establish policies and procedures that satisfy SEC Marketing rule requirements Prepare compliant disclosures that instill consumer trust and confidence Choose the right online review platforms to collect, display, and promote testimonials Ask clients for testimonials thoughtfully and compliantly Accelerate business growth and attract new clients with compliant marketing strategies In the appendix, you'll also find useful templates and checklists so you can quickly and easily begin collecting your first testimonials while staying focused on your clients and firm priorities. Even if you don’t plan to ask for testimonials or promote your online reviews as part of your marketing strategy, you’ll need to be prepared to respond to questions from prospects and existing clients when online reviews for financial advisors proliferate across the internet. While online reviews may be new to financial advisors, an evaluation of their impact on local businesses and professionals in other industries demonstrates why it’s imperative to prepare for a future where consumers are empowered to voice their opinions about you and your services. Financial advisors embracing online reviews will lead the industry in attracting new clients throughout the historic transfer of wealth from Baby Boomers to Millennials over the next decade.Will you be among them?