When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since we’re only four years out from the SEC allowing advisors to share testimonials, navigating the regulations can be tricky. How and where can you share client reviews? And how do you collect those reviews in the first place? Andrew Johnson of TestimonialiQ joins Kalli for another exciting episode of Ask Us Marketing, sponsored by the FPA, as they talk about how you can navigate regulations and use reviews to help your firm rise to the top of search engine results.

Unfortunately for most financial advisors, engaging copy makes for a much better siren song than a spreadsheet. Every social media post you make, email you send, and blog you write is either drawing a crowd or sending prospects to your competitors. But your specialties are navigating the numbers and having the intuition to speak into your clients’ financial dreams and fears. Do you really have to go out and get a BA in English just to maintain your edge and win new clients? Not with these tips from Derek Pollard in your back pocket. This poet, editor, literary critic, and founder of Constellar Creative joins us on A.U.M.™ to share his copywriting tips for making your marketing sing thanks to prose worthy of the pros.

What do prospects in your area see when they Google “financial advisor near me”? Does your firm come up? Does your Google business profile give off “the search is over” vibes, or does it leave a little too much to the imagination? On this episode of A.U.M.™, sponsored by the FPA, we’re sitting down to talk with Kitces Marketing Summit speaker Tim Goodwin of Goodwin Investment Advisory. Thanks to a robust Google reviews strategy, Tim has signed 13 new clients over the last 12 months, totaling 12M in AUM. Talk about a strategy that packs a punch! Join us to learn how he did it and how you can implement the same strategy to help prospects stop their scroll as soon as they see your Google listing.