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Using testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word of mouth sharing with new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to use testimonials effectively can be a game changer for business growth.
In this episode of The WealthStack Podcast, Shannon Rosic, director of content and solutions at WealthStack, talks 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 customer relationships.
Shannon and Andrew discuss:
- Understanding testimonials versus endorsements
- Overcoming fear of feedback
- What SEO Consultants Need to Know
- Future trends in online reputation management and the role of AI in compliance
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Connect with Andrew Johnson:
About our guest:
A seasoned fintech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor. Prior to Datalign, he worked in management consulting with a focus on B2C marketing and product/operational strategy with Meta (Facebook). Andrew served five years in the Navy as a Surface Warfare Officer, including two deployments aboard the world's finest destroyer, the 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.