Gaining recognition in the media and on third-party websites can feel daunting. However, you can learn from financial advisors who have established a strong off-site strategy that increases the likelihood of appearing in AI-generated answers.
The truth is that most clients who had a positive experience with their advisor are happy to write a review, particularly if the process doesn’t take too long and isn’t terribly difficult.
When a testimonial is shared in a compliant manner, it remains entirely in the client’s own words – free from advisor influence – making it one of the most transparent and credible marketing tools available.