Ep 64: How to Master Testimonials in the Modern Age

Episode 64: How to Master Testimonials in the Modern Age

Guest: Andrew Johnson

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Andrew Johnson, a FinTech entrepreneur and co-founder of Datalign Advisory, an RIA referral platform. With experience in B2C marketing, product strategy at Meta, and military service as a Surface Warfare Officer, Andrew brings a unique perspective on how financial advisors can leverage testimonials while staying compliant.

Key Takeaways:

✅ Testimonials Are a Blue Ocean – Unlike other industries, financial advisors have an untapped opportunity to dominate local search results using testimonials and reviews.

✅ Compliance is Key, But Not a Roadblock – Tools like TestimonialIQ help advisors navigate SEC and FINRA rules, making it easier than ever to use testimonials safely.

✅ Client Love is Real – Many advisors are shocked by the positive feedback they receive when they start actively asking for testimonials.

✅ Reviews Drive Conversions – Prospects often make their final decision based on online reviews, even after months of consideration.

✅ Adapt to Consumer Behavior – Today’s clients do extensive online research before reaching out, making a strong online presence more critical than ever.

Connect with Andrew Johnson

🌐 Website: TestimonialIQ
🔗 LinkedIn: Andrew Johnson
📄 Learn More: SEC Testimonial Rules & Best Practices

Connect with Catherine

🔗 LinkedIn
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🌐 Dominion Enterprise Services
📧 Email: admin@dominiones.com

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