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The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth.
In this episode of The WealthStack Podcast, Shannon Rosic, director of WealthStack content and solutions, chats with Andrew Johnson, CEO, and co-founder of Testimonial IQ, about why financial advisors should care about Google reviews, the role of compliance in managing testimonials, and how to align online presence with real-world client relationships.
Shannon and Andrew discuss:
- Understanding testimonials vs. endorsements
- Overcoming the fear of feedback
- What advisors need to know about SEO
- Future trends in online reputation management and the role of AI in compliance
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About Our Guest:
An experienced fintech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor. Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook). Andrew served for five years in the Navy as a Surface Warfare Officer, including two deployments on the world’s finest Destroyer, USS O’Kane. Andrew earned his MBA from the University of Virginia and his BS from Davidson College. He resides with his family in Denver, CO.