Financial Advisors Can Finally Embrace Client Testimonials
Truelytics
JANUARY 25, 2022
Modern Financial Advisor Podcast ·. Episode 73 - Financial Advisors Can Finally Embrace Client Testimonials. It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area. While seemingly every other business in the world can have 5-Star ratings and glowing recommendations plastered all over their websites, Yelp, Google, and their LinkedIn accounts. wealth managers have had to tell their clients and referral partners "Thanks
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