Advisor Video Academy: Marie Swift on Credibility Marketing with Testimonials

Are you taking advantage of the free promotion that comes with client testimonials? 

Client testimonials can have a powerful influence on prospects’ decisions to choose one advisor over another

Research shows, 72% of consumers say positive reviews and testimonials make them trust a business more, and 88% trust online reviews as much as personal recommendations.

Do you have a testimonial strategy that’ll help promote your credibility? If not, no worries! 

Idea Decanter talks with PR and marketing expert Marie Swift, CEO of Impact Communications, Inc. to help you dive into your own testimonial strategy.

Cheat Sheet

4:00 How can advisors express gratitude around the holidays? 

4:35 Why should you express gratitude to clients? (Gratitude letters, pies)  

6:00 Remembering the people who make the magic happen 

6:22 Should gratitude be pinned for the holiday season or throughout the year? 

7:15 How to remember the small things about your clients 

8:15 Setting up an internal system to celebrate clients 

10:40 ID Tip: Pick 1 or 2 things that you do well and be consistent

11:20 Stand-out trends that are working for advisors

11:50 Never being out of sight or out of mind 

14:00 Using your why story to help guide your next steps 

15:50 ID Tip: WIFM (What’s in it for me?) What are the needs for our clients? 

17:30 Why it’s cheaper to keep your clients than win new ones 

18:15 Marketing to and through clients to retain family generations 

21:00 Never make assumptions about your clients’needs

22:40 Building your own personal content creation strategy 

25:00 Q&A: Any guidance for adding value to Instagram for Raymond James advisors? (Suzanne Scheer)

27:40 ID Tip: Social media works when you work it 

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