“Self praise, no glory,” goes the old saying. Hopefully you are ahead of your annual sales and retention goals. But if, like the majority of advisers, you are struggling to attract new client relationships while retaining your existing client base, client testimonials can be a powerful tool in your marketing kit.
I can hear some of you saying, “We already have a few one- or two-sentence quotes about how helpful our team has been.” What I’m advocating for is creating a small library of client testimonials, ones that address specific capabilities, attributes, outcomes and results — and then proactively incorporating those client testimonials into your marketing efforts.
