What if online client reviews could be your firm’s best marketing asset?
In this episode of Full Advisor Coaching, Kristin sits down with Brian Thorp and Diana Cabrices from Wealthtender to talk about how advisors can finally use online reviews to build trust, attract new clients, and grow their business.
Listen in to hear what’s working now, how to ask clients for feedback (without feeling awkward), and smart ways to put testimonials to work across your marketing.
You’ll walk away with practical tips and a fresh perspective on turning client voices into your most powerful growth tool.
Brian and Diana share:
- Why online reviews matter for advisors now more than ever.
- How to ask for client testimonials, tactfully and compliantly.
- The best times to ask for reviews.
- Messaging that makes clients eager to “pay it forward.”
- Creative ways to showcase reviews beyond your website.
- Tips for getting started with Wealthtender (or creating a compliant system on your own).
Resources:
- Learn more or get started: Wealthtender.com/grow
Connect with Brian Thorp:
Connect with Diana Cabrices:
Connect with Kristin Harad:
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