Скачать или смотреть How Financial Advisors Can Win Business with Testimonial Marketing in 2024

Financial advisor: Ever wondered how to leverage the power of testimonials without breaking any compliance rules? This webinar is for you.

Well, this webinar has all you need to learn just that and get started growing your advisory practice today.

Watch as Olivia Luper, founder of Lexicon Advisor Marketing, and Diana Cabrices, Chief Evangelist for Wealthtender, joined forces to bring you the best way to compliantly collect and utilize client testimonials to land more clients you love!

In this session, they discussed:

-The Triple C: What does a compliant testimonial look like?
-The problems with Google and Yelp
-Why putting them on your website is NOT enough
-The benefit of the client perspective vs. your own

Don't miss this opportunity to grow in 2024 with the powerful use of compliant testimonials.

[00:00:00] Kicking Off the Conversation
[00:02:37] The Importance of Testimonials in Financial Advisor Marketing
[00:03:32] The Power of Social Proof in Financial Advisor Marketing
[00:07:50] The Power of Testimonial Marketing
[00:09:52] Compliance Considerations for Using Testimonials in Marketing
[00:12:01] What Does a Compliant Review Look Like?
[00:14:12] The Challenges of Using Google and Yelp for Financial Advisor Reviews
[00:16:37] Google Reviews: The Good and the Bad
[00:18:53] The Pros and Cons of Google Reviews for Financial Advisors
[00:22:46] How to Get Started Asking Clients for Reviews
[00:29:56] Collaborating to Help Advisors with Testimonial Marketing
[00:32:26] The Wealthtender Process: How to Get and Publish Reviews
[00:34:00] The Importance of Partnerships and Outsourcing in Marketing
[00:36:14] The Importance of Authentic Marketing
[00:37:25] Safely Asking for Testimonials in the Financial Advisor Space
[00:39:38] Tips for Getting More Client Reviews
[00:43:41] Wealthtender vs Lexicon: Understanding the Differences
[00:46:12] How Advisor Grid is Helping Financial Advisors Grow

If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck....

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