Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
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Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
How Financial Advisors Can Leverage Online Reviews (Ep. 35)
Full Advisor Coaching - The Podcast
43 minutes
4 months ago
How Financial Advisors Can Leverage Online Reviews (Ep. 35)
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 (https://www.wealthtender.com/grow)Connect with Brian Thorp:* LinkedIn: Brian Thorp (https://www.linkedin.com/in/briancthorp)* Wealthtender.com (https://www.wealthtender.com/grow)* Email: brian@wealthtender.com (mailto:brian@wealthtender.com)Connect with Diana Cabrices:* LinkedIn: Diana Cabrices (https://www.linkedin.com/in/dianacabrices/)* dianacabrices.com (https://dianacabrices.com)* X: dianacabrices (https://x.com/dianacabrices?lang=en)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)
Full Advisor Coaching - The Podcast
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
